Switzerland | Portugal | Panama | United States

Business advisory solutions and expertise
for small and mid-sized companies

The firm's current vision is to remain a leading Swiss Financial niche firm, committed to meeting its empowerment objectives, growing the business to European mature markets

Matching Client

Tradicional needs with up-to-date business methodologies

Lean Processes with
High-value Solutions
Unique approach

of developing clear understanding of specific business, financial situation and objectives

Extensive Experience

& expertise of our advisors in relevant industries

Mont Blanc - Corporate Advisors
Highly trained

business executives focused in building a long-lasting business relationship

Quality Assurance

According the highest levels of the Swiss Financial Market

Complete Solutions with
Personal Advising

affordable and flexible corporate advisory solutions

Our Vision

A boutique Corporate Financial Advisory Firm

The founding partners shared a common vision to develop a boutique corporate financial advisory firm offering specialized knowledge and personalized service with value-added solutions.


Wealth and Estate Planning Services

Being part of the major private banking hub in the world, we assist high-net-worth individuals and families on the most optimal structuring of their financial and non-financial assets.

See Our Services
Active Practice Areas

Tax Advisory
Legal Advisory
Wealth Planning
Financial Advisory
Family Office Services

Industries Business Sectors

Energy, Real Estate, Logistic, Agricultural, Construction, Insurance Services, High End Technology, Financial Services, Tourism, Banking, IT, Health, Sports, Trading, Wine, Education

Team Experience
World Presence

3 Offices in Europe
1 Office in Central America
1 Office in North America

World Wide Clients

All Europe
North, Central & South America

Contact us

Get in contact with our team