About Parkview

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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Website
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Employees
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Industry
Financial Services
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Location
Gutenbergstrasse 9, Zürich, CH
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Founded
2011
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Keywords
Family Office, Wealth Management, Investment Advisory, Family Wealth

Parkview Alternatives

Industry
financial services
Industry
Financial Services
Industry
financial services
Industry
Financial Services
Industry
financial services
Industry
financial services

Frequently Asked Questions about Parkview

Who is the CEO of Parkview?

Sharsi Lopez is the CEO of Parkview.

Who are the decision makers in Parkview?

The decision makers in Parkview are David Jeans, Jesse Malsom, Linda Prus, etc. Click to Find Parkview decision makers emails.

What services does Parkview offer to support family wealth management?

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.

How does Parkview differentiate itself from traditional wealth management firms?

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.

What industries does Parkview serve?

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.

Can Parkview assist with philanthropic planning and charitable giving?

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.

What is a Family Office, and how can Parkview help in this area?

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.

How does Parkview ensure the privacy and confidentiality of its clients?

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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