
GUIDING
GLOBAL WEALTH
Providing boutique wealth and capital management
for Americans and Global clients beyond borders
Private Wealth
Protect, Enhance & Transition wealth for successful International and US families navigating through life and global events.
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Private Office
Structure, Grow & Optimize striving private organizations and businesses traversing through capital markets and cycles.
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The Pilotage Group is a leading, multi-disciplinary platform that partners
with successful clients, private businesses and striving organizations
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GLOBAL PERSPECTIVE WITH A WEALTH OF EXPERIENCE
About us
Pilotage is an open, multi-disciplinary platform that partners with successful clients, private businesses and striving organizations. We build investment, capital and tax solutions – free of product bias or corporate conflict.
How we do it
As specialized, skilled and engaged professionals we focus on clients both locally and globally. For over a decade, clients have relied on our acumen for straightforward solutions and advice designed for complex cross border wealth and asset management; capital and business advisory; and tax and accounting services.
Uniquely Global
With a leading multi-disciplinary practice by your side, you can leverage and benefit from the Pilotage Group to design and enhance your personal and professional organization. Go beyond borders, securely and with a wealth of experience.
SPOTLIGHT
THE DISCREET
POWERHOUSE
These are just a few of the many reasons why the world holds a third of its wealth in Switzerland and why high performing clients seek financial refuge in the best capitalized, most consistent and stable jurisdiction in the world.
SPOTLIGHT
BROKERAGE VS. CUSTODY
Gain an improved understanding of how your investment account is held