Secure it,
Control it,
Grow it.
ABOUT US
A team of experts committed to helping you
Safe Haven was created by a group of experienced professionals who share the same high standards, ethics and vision of wealth management.
Driven by a desire to move away from fragmented and impersonal models, we have chosen to combine our expertise under a single banner to offer our clients a comprehensive, clear and deeply human approach.
The name ‘Safe Haven’ embodies our profound ambition: to be a sanctuary for those who wish to protect, structure, grow and pass on their wealth.
With a presence on several continents, we offer a comprehensive range of services tailored to your specific wealth management needs.
OUR AREAS OF EXPERTISE
Your comprehensive and consistent wealth strategy
Personalized wealth planning
At Safe Haven, we take a holistic approach that integrates the financial and human dimensions of your wealth as well as your goals. This approach allows us to develop balanced strategies that are aligned with your priorities.
Analysis and projection
We thoroughly assess your financial situation to identify its strengths, vulnerabilities and areas for optimization in the short, medium and long term.
Objectives and aspirations
We align your personal, family, professional and entrepreneurial ambitions with a coherent and realistic financial vision.
Asset diversification
We work with you to define a strategic allocation that incorporates complementary asset classes (real estate, liquid assets, precious metals, alternative investments) with a view to consolidating the resilience and overall performance of your wealth.
Asset transfer and continuity
We assist you in setting up tailor-made legal and tax arrangements to ensure that your estate is transferred in accordance with your wishes.
Legal and tax structuring
We set up the most appropriate structures for your situation: family holding companies, foundations, trusts or donations.
Protection of beneficiaries
We anticipate the risks of inheritance disputes by defining clear rules and ensuring the legal security of each transfer.
International supportinternational
If your assets or heirs are spread across several countries, we coordinate a cross-border strategy that complies with local regulations to ensure the smooth and secure transfer of all assets.
Development, optimization and protection of your assets
Structuring, developing and securing assets are demanding disciplines that require a comprehensive, rigorous and personalized approach.
Building
The foundations of your wealth are built around your personal goals. We work with you to identify investment opportunities that match your profile and ambitions.
Development
Your assets evolve within a framework designed for you. Through diversified and demanding strategies, we integrate both traditional and alternative asset classes while taking into account major market trends and your own aspirations.
Optimization
Your financial situation is analyzed in detail – from a financial, legal and tax perspective – in order to put in place effective structures designed to maximize results while controlling costs and risks.
Protection
We anticipate economic, family and legal uncertainties by putting in place measures to preserve the value of your assets, ensuring their longevity and facilitating their transfer to future generations.
Secured alternative investments
We give you access to investment opportunities selected for their stability, returns and low correlation with traditional markets.
Diversified asset classes
Real estate, precious metals, private equity, private debt: we identify opportunities that are consistent with your profile and overall strategy, likely to offer regular and predictable returns, while being less exposed to the volatility of traditional financial markets.
Rigorous analysis
Each solution is preceded by comprehensive due diligence, carried out with the utmost rigor to validate its relevance and guarantees.
Continuous monitoring
We monitor the performance of your assets on a regular basis and remain at your side to adjust strategies in line with regulatory, tax or economic changes.
International wealth structuring
Safe Haven offers you in-depth expertise in international wealth structuring, turning complexity into efficiency and consistency of your assets.
International taxation
We assist you in setting up your asset structure and investments taking into account local and international opportunities. This approach allows you to benefit from tax-optimized arrangements designed to enhance the consistency, security and efficiency of your overall strategy.
Regulatory compliance
We ensure that your wealth structure complies strictly with the legal requirements of the relevant jurisdictions, in order to secure your positions and eliminate the risk of non-compliance.
International mobility
For clients considering expatriation, relocation or cross-border investments, we develop tailored solutions to anticipate and effectively structure the wealth and tax implications of international mobility.
OUR COMMITMENT
A wealth management approach designed for you and with you
Vision
We advocate for a new approach to wealth structuring: human, transparent and focused on your financial freedom. All in a clear, secure and intelligently orchestrated environment, where you can make decisions with confidence and build your plans with consistency.
Mission
Our mission is to support you at every stage of your wealth management journey by working with you to develop tailor-made strategies for your entire financial life: planning, protection, growth and transfer of your wealth.
Philosophy
At Safe Haven, we believe that good wealth management advice starts with listening attentively and gaining a clear understanding of your values, aspirations and objectives.
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Our role is to shed light on your options without complicating matters. Each strategy is rigorously constructed but expressed in simple terms, enabling you to make decisions that are aligned with what really matters to you. We offer an open-minded approach that goes beyond the beaten track.
WHY US
Solutions that make a difference
Capital security
Preserve your wealth with robust legal and tax structures combined with tangible, rigorously selected investment solutions.
Clarity and control
Benefit from a clear view of your situation and options, with accessible explanations so you can make decisions with confidence.
Tailor-made strategy
Each action plan is designed specifically for you, taking into account your wealth situation, priorities and ambitions.
Exclusive opportunities
Access stable, high-performing alternative investments based on tangible assets with low exposure to the volatility of traditional markets.
OUR TEAM
Solid expertise, a global vision, a human approach
INTERNATIONAL PRESENCE
A Safe Haven near you
Thanks to our international presence, we offer strategic proximity and global coordination, enabling us to provide responsive support to our clients anywhere in the world.
Brisbane
Crans - Montana
Doha
Dubaï
Genève
Kuwait City
Brisbane QLD 4000
Australia
brisbane@s-haven.com
3963 Crans-Montana
Switzerland
crans-montana@s-haven.com
Office 204
Street 930, Zone 17
Al Rafa, Doha
Qatar
doha@s-haven.com
Office 508
Marasi Drive
Business Bay, Dubai
United Arab Emirates
dubai@s-haven.com
1212 Geneva
Switzerland
geneva@s-haven.com
Office 7-E
Sharq, Kuwait City
Kuwait
kuwait@s-haven.com
