GUIDING

GLOBAL WEALTH

Boutique wealth, asset and capital management from Switzerland
for North Americans and Global clients connecting beyond borders

Compass

The Pilotage Group is an independent, investment and advisory firm partnering with successful private clients, family offices and founders. We design bespoke investment, capital and wealth solutions aligned to each client’s objectives—free from product bias and corporate conflict.

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Custody Bank Partners
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Global Investment Strategies
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Average Years of Experience

Since 2009 we have been advising clients globally, delivering clear, disciplined guidance, management and execution across complex cross-border wealth and asset solutions, capital and business advisory, and investment transactions.

DEMO ANIMATION

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Custody Bank Partners
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Global Investment Strategies
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Average Years of Experience

Independent stewardship.

From Switzerland. For a global clientele.

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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.

Meet the Experts
Meet the Experts

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.

How We Invest
How We Invest

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.

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