Agenda’s purpose is to manage and oversee the management affairs of wealthy entrepreneurs and their families covering all areas such as tax, wealth transfer, investment management, governance, estate planning, risk management, compliance, communication and financial education.
Agenda’s experience spans globally across all investment strategies and our expertise is in anticipating the coming market cycle to provide the best investment solutions for sustainable capital growth. Our clients range from successful families through to global institutions.
The ultimate purpose of Agenda’s activities is to preserve and grow the family enterprise and assets within four dimensions:
& Investment Advisory
We take care of the financial legacy of the family where financial security and management of the wealth are maintained.
We care about the family Legacy, with the main task of defining where the Family is coming from and where they are heading together.
& Direct Investments
We care and promote the business legacy where the wealth is originated and still invested in many cases.
We care about the fact that investments made directly are conducted efficiently and profitably.
Agenda Invest AG
Via Motta 24
T +41 (0)91 966 5641