Parkview helps entrepreneurs and their families sustain wealth across generations by delivering holistic advice beyond the scope of traditional wealth management. We uniquely combine the benefits of a small and client-focused independent advisor with the professionalism and footprint of an international institutional asset manager.
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11-50 employees
View all Parkview employees
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Financial Services
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Gutenbergstrasse 9, Zürich, CH
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2011
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Family Office, Wealth Management, Investment Advisory, Family Wealth
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Sharsi Lopez is the CEO of Parkview.
The decision makers in Parkview are David Jeans, Jesse Malsom, Linda Prus, etc. Click to Find Parkview decision makers emails.
Parkview provides a comprehensive suite of services designed to help families manage and sustain their wealth across generations. Our offerings include investment advisory, estate planning, tax optimization, and philanthropic planning. We take a holistic approach, ensuring that all aspects of a family's financial life are aligned with their values and long-term goals.
Unlike traditional wealth management firms that often focus solely on investment returns, Parkview emphasizes a holistic approach to family wealth. We integrate financial planning with personal values, family governance, and legacy planning. Our small, dedicated team allows us to provide personalized service and tailored solutions that address the unique needs of each family.
Parkview serves a diverse range of industries, including technology, healthcare, real estate, and family-owned businesses. Our expertise allows us to understand the specific challenges and opportunities within these sectors, enabling us to provide tailored advice that aligns with our clients' business interests and personal values.
Yes, Parkview offers philanthropic planning services to help families define their charitable goals and create a structured approach to giving. We assist in identifying causes that resonate with family values, developing strategies for effective giving, and establishing donor-advised funds or private foundations to maximize the impact of their philanthropy.
A Family Office is a private wealth management advisory firm that serves high-net-worth families. Parkview can help establish and manage a Family Office by providing comprehensive financial services, including investment management, tax planning, estate planning, and family governance. Our goal is to create a seamless and integrated approach to managing the family's wealth and ensuring its sustainability across generations.
At Parkview, we prioritize the privacy and confidentiality of our clients. We implement strict data protection policies and utilize secure communication channels to safeguard sensitive information. Our team is committed to maintaining the highest ethical standards and ensuring that all client interactions are handled with discretion and respect.
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