Goldberg & Partners is a Swiss based, independent financial advisory & multi-family office firm providing exclusive solutions to wealthy families and institutional investors. Goldberg & Partners was established in Lugano, Switzerland, in 2016 and with partners across the most prominent financial centres worldwide, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of self-regulatory organization of heritage managers (OARG) recognized by FINMA (Swiss federal supervisory authority for financial markets). Independence and integrity are the cornerstones of our strategy. With a team of investment experts, Goldberg & Partners provides sophisticated individuals with the right banking solution with areas of expertise spanning: • Wealth Management solutions: is at the core of our solutions architecture. We do help clients achieve their goals with minimal disruption, via financial and estate planning, advisory & discretionary investment mandates. We are keen on the latest investment trends, including ESG topics. We strive to offer our clients services tailored to their individual needs. • Family offices solutions: we do offer provide our clients with an exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by giving them access to an exclusive rolodex of banks, investment funds, private equity funds, brokers, traders, trustee, lawyers, taxation specialist. We are keen on the NexGen clients and support wealthy families with intergenerational wealth matters. • Offshore banking solutions: we do help our clients find the right bank, thanks to our vast network of custodians in Switzerland and Europe. Via our partner company Helvetia Investment Advisors we can provide banking support to US nationals.