Protect & pass on# Your family, a single point of contact. A financial concierge service designed as a family office: a dedicated adviser who knows your family, centralises your contracts, anticipates your deadlines and negotiates on your behalf. [Discover our offers](#offres) Book a meeting 500+ clients supported 1 single point of contact 20+ areas of expertise 7+ languages spoken ![FINMA](https://www.helvate.ch/storage/sections/certifications/helvate-certification-finma-4.webp) ![myAFA](https://www.helvate.ch/storage/sections/certifications/helvate-certification-myafa.webp) ![FER CIAM](https://www.helvate.ch/storage/sections/certifications/helvate-certification-fer-ciam-3.webp) ![IGE](https://www.helvate.ch/storage/sections/certifications/helvate-certification-ige.webp) Free quote No obligation ![GC](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-gc.svg) ## Managing and tracking your contracts We draw up a full inventory of your commitments, track every deadline, renegotiate every year, cancel at the right time and put your providers back into competition. You never miss a date again. You never overpay for cover you no longer need. - Full inventory of your commitments - Tracking of every deadline - Cancellation at the right time - Providers put back into competition Talk to an expert Free quote No obligation ![PF](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-pf.svg) ## Protecting your family Liability, household, vehicles, travel, legal protection, health insurance - from LAMal to supplementary cover. We review what you already have, eliminate duplicates, fill the blind spots and optimise your premiums, without ever cutting corners on the essentials. - Liability, household, vehicles, travel, legal protection - Health insurance: LAMal and supplementary cover - Duplicates eliminated, blind spots filled - Premiums optimised without compromising on the essentials Talk to an expert Free quote No obligation ![EN](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-en.svg) ## The children's future Dedicated pension planning and savings, health cover, accident protection, preparation for education costs. We support your family over the long term so that today's decisions serve those who come next. - Dedicated savings and pension planning - Health and accident cover - Preparing for education costs - Long-term support Talk to an expert Free quote No obligation ![ENT](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-ent.svg) ## Business insurance For our entrepreneur clients, the line between personal and professional really doesn't exist. Professional liability, LAA, loss of income, cyber risks, director's pension planning: we cover the business with the same rigour as the family. - Professional liability and LAA - Loss of income and cyber risks - Director's pension planning - A unified private / professional view Talk to an expert Free quote No obligation ![PR](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-pr.svg) ## Pension planning Second and third pillars, pillar 3a optimisation, LPP buy-ins, coordination between the different schemes, retirement preparation. Structured, clear pension planning, considered as a whole - serving your projects, not the other way round. - Pillar 3a optimisation - LPP buy-ins - Coordination across the different schemes - Retirement preparation Talk to an expert Free quote No obligation ![CE](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-ce.svg) ## Starting and running your company A project to launch, a company to set up, a business to take over? Our fiduciary team takes it from there, from formation through to ongoing legal follow-up. Everything stays under the same roof, with the same contacts. - Company formation and takeover - Integrated fiduciary team - Ongoing legal follow-up - Same contacts, same roof Talk to an expert Free quote No obligation ![RC](https://www.helvate.ch/storage/assurances/sigles/helvate-assurance-rc-2.svg) ## Network and concierge service Introductions to trusted partners - notaries, property managers, brokers, schools. Wherever your need goes beyond the contract, our network takes over. - Introductions to trusted partners - Notaries, property managers and brokers - Schools - Beyond the contract: concierge support Talk to an expert ## FAQ - Multi-family services Who are multi-family services for? Entrepreneurs and families whose situation calls for structured organisation and coordinated management: contracts that keep multiplying, deadlines that overlap, insurance taken out at different stages of life. Our goal? To centralise and coordinate all your dealings, with a single point of contact for simpler, clearer and better-managed handling. Do you also manage my investments? No, and that's a deliberate choice. Helvate's role is not to directly manage your investments. Instead, we coordinate every dimension surrounding your wealth: insurance, pension planning, business matters, contracts, deadlines, and introductions to the specialists suited to your needs. A wealth-concierge approach, designed as a true family office. How are you different from a private bank? A private bank primarily manages your financial assets. Helvate takes a broader role in organising your overall wealth. We do not manage your holdings or sell financial products: we coordinate your various partners and ensure everything stays consistent - banks, insurance, pension planning, tax, real estate and business. Our role: to give you an overall view, a single point of contact and independent coordination across your various advisers. Does my information stay confidential? Yes. Helvate places particular importance on the confidentiality and protection of your data, in line with applicable Swiss legislation, notably the Federal Act on Data Protection (FADP). Confidentiality undertakings also govern our relationships with the people and partners involved in your file. Your dedicated adviser remains your main point of contact, with information handled with discretion and confidentiality at all times. How does an engagement begin? With an initial confidential, no-obligation meeting, during which we take the time to understand your situation, your priorities and how your wealth is currently organised. We then identify the main issues at stake and propose an engagement tailored to your needs, the complexity of your situation and the level of support you're looking for. How much does a Multi Family Services engagement cost? A Multi Family Services engagement is tailor-made: its cost depends on the nature of your situation, the number of entities and people involved, and the scope of coordination required (insurance, pension planning, business, real estate, tax). This scope is precisely defined at the initial meeting, after which you are offered an engagement tailored to your needs, with fees clearly set out before any work begins. Our approach favours the relevance of the support over standardised pricing, so that each engagement faithfully reflects the reality of your wealth situation. A free initial conversation## Let's discuss your needs, simply. Tell us about your situation, and we'll take it from there. - Full analysis - Response within 24h - No obligation Thank you! Your request has been noted — a Helvate advisor will get back to you shortly. Protect & pass on## In the same category [### Compare 34 insurance companies, optimise your insurance. A FINMA-registered insurance adviser, Helvate compares offers from 34 insurance companies to guarantee you the best cove... Découvrir ![](https://www.helvate.ch/images/helvate-mark.svg)](https://www.helvate.ch/en/insurance) [### Prepare for the future, make the most of today. Helvate structures your pension planning according to your goals: pillar 3a or 3b, LPP buy-ins, daily allowance cover an... Découvrir ![](https://www.helvate.ch/images/helvate-mark.svg)](https://www.helvate.ch/en/pension-planning) [### Your everyday formalities, centralised. Delegate your administrative formalities to a single point of contact: each step is prepared, coordinated and followed t... Découvrir ![](https://www.helvate.ch/images/helvate-mark.svg)](https://www.helvate.ch/en/administrative-formalities) [+41 22 342 55 55](tel:+41223425555) [contact@helvate.ch](mailto:contact@helvate.ch)