Preserving Legacies, Empowering Futures
OVERVIEW
At Oraman Group AG, Wealth Management is not a product — it is a commitment. A commitment to understanding the full complexity of our clients’ financial lives and crafting strategies that protect what they have built, grow what they have entrusted to us, and ensure that their wealth fulfils the purposes they have defined for it — whether across generations, geographies, or philanthropic missions.
Our wealth management practice serves ultra-high-net-worth individuals, multigenerational family offices, and international NGOs whose endowment capital must be managed with equal parts ambition and prudence. We operate as a true fiduciary — independent, transparent, and wholly aligned with our clients’ interests — supported by privileged access to premier banking institutions, private placement markets, and an international network of legal, tax, and estate planning specialists.
A Fully Integrated Approach
▸ Investment strategy and portfolio construction across all asset classes and geographies.
▸ Estate planning and intergenerational wealth transfer, structured to preserve family legacies across borders.
▸ Tax optimisation and structuring in coordination with specialist legal counsel across multiple jurisdictions.
▸ Philanthropy and impact investing, including the structuring of charitable foundations and NGO endowment mandates.
▸ Cash management, liquidity planning, and treasury solutions for high-net-worth individuals and institutional clients.
▸ Consolidated reporting across all accounts, custodians, and asset classes — providing a single, clear view of total wealth.
Services at a Glance
Bespoke Portfolio Management Fully customised investment portfolios built around each client’s objectives, values, liquidity requirements, and risk tolerance. | Estate & Succession Planning Cross-border structuring to ensure smooth wealth transfer, asset protection, and family governance aligned with each family’s values. | International Tax Structuring Coordination with specialist tax counsel to optimise multi-jurisdictional tax positions without compromising compliance or reputation. |
NGO Endowment Management Mission-aligned investment strategies for international NGOs — balancing growth, income, and ethical mandates with rigorous fiduciary oversight. | Lending & Liquidity Solutions Access to lombard lending, real estate financing, and structured credit facilities through Oraman Group’s premier banking partnerships. | Lifestyle & Concierge Finance Discreet support for significant personal financial decisions — real estate acquisitions, art financing, private aviation, and bespoke insurance solutions. |
"We do not manage money. We manage legacies — and we understand that behind every portfolio is a family, a mission, or a vision that extends far beyond any single market cycle."