Private Wealth · Fiduciary · Lugano
A Swiss family office serving a small number of private clients across Europe, Asia, and the Middle East — since 1990.
— Our values
We do not advertise. We do not publish client lists. We do not accept mandates that compromise the first two. Every relationship begins with a handshake and an assessment of fit — in both directions.
Our team, our premises, and our processes are designed around confidentiality. Records remain within Swiss jurisdiction; correspondence is encrypted end-to-end; access is compartmented by mandate. We do not speak of our clients — neither to the press, nor between clients, nor in casual conversation.
Wealth today crosses borders, currencies, tax regimes, and regulatory frameworks. Our partners hold qualifications in Swiss, Italian, German, UK, and Singaporean tax and trust law, and we maintain a curated network of correspondents in every jurisdiction where our clients hold interests.
Fiduciary work is unforgiving. A single misfiled declaration, a missed deadline, an imprecise valuation can cost a client years of work. We apply to each mandate the same discipline that has, for a century and a half, distinguished Swiss watchmaking and Swiss banking: nothing approximate, nothing left to chance.
— Our practice
Our clients typically engage us for a single matter — a succession, a corporate restructuring, the sale of a family business — and remain with the firm for decades. The relationships tend to outlast the mandates. Each practice area below is led by at least one partner; none operate in isolation.
Discretionary and advisory portfolio management for individuals and families. Asset allocation shaped around each client's horizon, jurisdictional exposure, and relationship to risk — not around a pre-packaged model.
Single and multi-family office coordination: consolidated reporting, governance structures, next-generation education, philanthropic vehicles, and the day-to-day operational fabric of a family's financial life.
International tax structuring grounded in substance, not artifice. We design arrangements that survive scrutiny in every jurisdiction involved — because the only planning worth doing is planning a client is proud to sign.
Ongoing regulatory reporting, KYC / AML mandates, beneficial-ownership registers, and the constant work of keeping a client's cross-border affairs in quiet good order.
Acquisition, holding, and succession structures for prime residential, commercial, and hospitality assets across Switzerland, Italy, the United Kingdom, and selected jurisdictions in the Mediterranean and Asia.
Formation, administration, and dissolution of operating and holding companies, foundations, and trusts. Board mandates, corporate secretarial services, and the quiet mechanics that keep a group of companies running for a generation.
— By the numbers
Founded in Lugano in 1990. Continuously partner-owned, independent of any bank or financial group.
Across liquid investments, private-equity positions, and real estate held by client vehicles. Figures audited annually.
From Switzerland and the EU to the United Kingdom, the Gulf, Singapore, and selected Commonwealth jurisdictions.
— The firm
A private partnership Greco Fiduciaria SA is wholly owned by its working partners. We accept no outside capital and no referral fees. Our loyalty lies, without competition, with the clients we serve.
Partners and associates with backgrounds in Swiss and international tax law, corporate administration, portfolio management, and cross-border structuring. Every senior file is handled by a named partner — not by a desk.
— Clientele
Entrepreneurs, executives, and heirs seeking a single counterparty to oversee assets, taxation, and succession across jurisdictions — typically from the moment of a liquidity event onward.
Established single- and multi-family offices for whom we act as a Swiss domiciliary, consolidator, or long-duration co-trustee — sometimes for three and four generations of the same family.
Founder-controlled industrial groups and holding companies that value the stability of a Swiss-domiciled fiduciary partner — for board mandates, governance, and succession planning.
Founders and operators with interests across multiple jurisdictions — European, GCC, or Asian — seeking a continental-European base from which to coordinate their private and corporate affairs.
— To begin
A first meeting is without cost, without obligation, and held in strict confidence. An hour spent together, most often at our Lugano office — occasionally by secure video, if geography makes travel impractical — to understand whether our practice and your situation align. We accept no more than a limited number of new mandates each year.
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