OTHER
NEEDS
US CLIENTS: A UNIQUE CENTER OF COMPETENCE
Thanks to LFA SA, strategic partner and member of LFG Holding, LFG+ZEST has access to one of the leading providers of international investment exposure to investors who are citizens of the US – living anywhere in the world.
LFA is authorized by the Security Exchange Commission US SEC, to provide investment advisory services to US investors. Its independent financial management services are precisely tailored to the needs of clients who want performance, risk management, and tax-efficient investment services for their assets. Its clients benefits from an extensive experience and network of partners that include primary Swiss banks, international law firms, estate planners, cross-border private clients, and CPAs.
FAMILY OFFICE SERVICES
Thanks to Essentia Family Office SA, strategic partner and member of LFG Holding, LFG+ZEST has access to a dedicated team of professionals offering a full range of family office management services. Essentia FO can help international families facing sophisticated and complex financial and governance structures, offering them a service similar to what large billion-dollar families typically receives from their own family office.
Essentia FO is structured to assist its clients in different areas such as the oversight of advisory and accounting activities, legal and fiduciary advices, family continuity and business dynamics, and fiscal and corporate issues.
Within the portfolio of services offered, the Consolidated Reporting provide a full oversight of clients’ investments across multiple banks, strategies and asset classes. A state-of-the art technological tool allows clients to directly access their consolidated portfolios and to easily monitor the overall performance, ensuring alignment with their goals.
SUCCESSION PLANNING, REAL ESTATE
AND CORPORATECONSULTANCY
Through a partnership with national and international providers, our clients can access tailored multi-jurisdictional solutions for succession planning, real estate transactions, M&A and governance related consultancy services.
Our partners are legal and tax advisory specialists, composed by experienced lawyers and tax advisors in the field of extraordinary transactions, real estate operations, acquisitions, succession planning and financial restructuring & turnarounds.
IMPACT INVESTING
Through our network and partnerships, we can integrate a focus on impact investing solutions, encompassing guidance on single investments, whether liquid or illiquid, as well as comprehensive portfolio advisory services.
Our partner is an advisory firm specialized in impact investing and innovative financing for development established in 2017 in Zurich and with offices in Kampala, Nairobi and Milan. They design and manage finance solutions that create tangible impact for both commercial and philanthropic investors.