Bespoke services
Pluto Management Multi Family Office provides bespoke investment consulting and portfolio management services to high net worth individuals, families, foundations, and companies.
Achieving your goals
As an independent firm, we prioritize your needs above all else, allowing us to create tailored investment strategies that maximize returns, minimize risk, and align with your long-term goals.
Creating lasting value
Our approach balances asset preservation and capital growth, leveraging innovative investment strategies to create lasting value for our you and future generations.
ABOUT
Welcome to Pluto Management
Pluto Management is a global multi-family office headquartered in Zurich, Switzerland, offering bespoke investment planning and wealth management solutions to high net worth individuals and families. Our aim is to help our clients extend and protect their wealth through strategic investment strategies and tailored guidance, encompassing their financial, philanthropic, and personal objectives.
Our diverse team of seasoned experts offers a comprehensive investment, tax planning and financial administration, as well as a range of ongoing support services to our high-value clients. Our dedicated approach focuses on building enduring relationships with our clients through successful investment strategies and ongoing guidance, ensuring their financial well-being and long-term prosperity.
History
Pluto Management was founded in 2018 to cater to client demand for specialized investment planning and wealth management. Our founders, boasting over four decades of experience in the investment banking and private equity sectors, have built a reputation for delivering exceptional results for an impressive clientele of high net worth individuals.
Motivated by their success, our management team were persuaded by their clients to venture out independently, offering customized advice to ensure the long-term financial security of high net-worth families.
Since our establishment, we have continued to expand our service offerings to accommodate new client needs. Of all the earnings we've amassed and the ROI we've achieved, our greatest source of pride and the strongest endorsement of our expertise is the trust and loyalty of our clients, who have entrusted us with the financial well-being of their families.
Our values
Pluto Management's enduring success and client loyalty can be attributed to our unwavering commitment to a set of core principles that guide our actions. These principles include:
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Transparency and integrity
We adhere to the highest standards of integrity, providing you with complete transparency in all investment decisions and avoiding any conflicts of interest.
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Discretion and confidentiality
We maintain the highest level of discretion, ensuring that all information provided to us and the work we do on your behalf remains strictly confidential.
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Independent impartiality
We maintain our independence at all times, ensuring that every investment decision and the selection of service providers is made with objectivity and impartiality.
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Respect
We value each client and every member of your family as important individuals worthy of our time, attention, and care.
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Privilege to serve
We approach our work with a sense of gratitude and humility, recognizing the privilege it is to serve you and your family.
Investments
At Pluto Management we do our utmost to prioritize our clients' success by providing a comprehensive range of services tailored to your specific and unique needs and goals. Our primary focus is on investment planning, portfolio diversification, and asset allocation; consequently, we employ a rigorous selection process for all investments, based on thorough research, due diligence, and conviction.
In addition to traditional equity and bond markets, we also offer expertise in real estate and innovative technologies to help our clients expand their investment horizons and achieve long-term wealth preservation.
At Pluto Management, we not only prioritize our clients' success but also strive to invest socially responsibly. We believe that investing in companies that prioritize environmental, social, and governance (ESG) factors is not only a moral imperative but also a sound long-term investment strategy. As such, we carefully evaluate the ESG practices of potential investments and select only those that demonstrate a commitment to these principles. By integrating ESG considerations into our investment process, we aim to create a more sustainable and equitable future for our clients and the wider community.
Our investment portfolio profile typically includes a combination that includes some or all of the following:
Stocks and bonds
Private equity
Real Estate
Tech Ventures
Artificial intelligence
Alternative energy
Med-tech
IOT
Smart Cities
Agritech
Services
Pluto Management offers you a comprehensive range of services designed to preserve and grow your, and your family's financial wealth across multiple generations. Our targeted offerings are tailored to enhance and protect your capital, with a focus on strategic investments and diversification. In addition, we provide a selection of expert financial management and administration services, handling even the most complex financial matters on your behalf. By doing so, we aim to provide peace of mind and ensure the long-term financial well-being of you and your families.
Investment portfolio management
Pluto Management provides you with a comprehensive investment management solution, serving as a one-stop shop for all your financial needs. Our experienced team identifies lucrative investment opportunities and employs a value-based investment philosophy to oversee your investment portfolio. We offer a diverse range of investment funds spanning all asset classes, allowing us to create customized portfolios tailored to each client's unique needs and goals. With a focus on high performance, we strive to deliver exceptional returns and long term financial success for you and your family.
Our investment management services encompass a comprehensive range of offerings, including:
- Investment policy development:
We create customized investment policies tailored to your unique objectives and risk tolerance. - Asset allocation strategy and structure:
We devise effective asset allocation strategies and structures to help our clients achieve their financial goals. - Due diligence and risk management:
We conduct thorough due diligence on investment opportunities and manage risks to ensure our clients' portfolios are well-diversified and resilient. - Portfolio management and diversification:
We manage our clients' portfolios with a focus on diversification, ensuring that their investments are aligned with their goals and risk tolerance
Wealth management
At Pluto Management, we are dedicated to helping you achieve long-term financial security and stability for yourself and for future generation?. Our comprehensive wealth management services are tailored to meet each client's unique goals and objectives, and we work closely with them to create customized solutions that protect and grow their wealth.
Our wealth management services include:
- Multi-generational family governance
We'll help you coordinate the management of your wealth with the participation of stakeholders, ensuring that their assets are managed and protected for the long-term. - Asset protection and wealth preservation
We utilize trusts, funds, and other legal structures to safeguard your assets and ensure their continued growth. - Wealth transfer and succession planning:
We help our clients plan for the transfer of their wealth to the next generation, ensuring a smooth transition and minimizing taxes and other potential issues. - Retirement planning, legacy planning, and philanthropy:
We help our clients plan for their retirement and create a lasting legacy through meaningful charitable giving.
Financial and tax oversight
At Pluto Management, we understand the importance of effective financial and tax management to ensure the long-term preservation of your wealth. Our team of experienced professionals keeps abreast of changing regulations, economic shifts, and new tax requirements to provide you with financial peace of mind.
We offer a range of financial and tax management services, including:
- Inclusive tax planning and compliance
- Real estate management and business structuring
- Financial projections and net worth scheduling
- Budgeting, fiscal management, and accounting
By providing these services, we'll help you make well informed financial decisions, minimize tax liabilities, and to achieve your long-term financial goals.
Comprehensive lifestyle management
We understand that wealth is not just about finances; it's about the well-being and success of your family. That's why at Pluto Management we offer a holistic approach to family office services, providing a broad range of support to address all aspects of your family's needs. From managing the small details of daily life to ensuring the long-term legacy of your values, we are your trusted advisors and partners in every sense of the word.
Among our family lifestyle management services, we offer:
- Household management and organization
- A selection of lifestyle and concierge services, such as event planning and travel arrangements
- Staff, consultant, and advisor management
- Life coaching and family wealth consulting, supporting your family's personal and financial growth
By providing these services, we provide you with the tools to achieve a higher quality of life, ensuring the well-being of your family members, and preserving your legacy for future generations
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Contact Us
Find out more about Pluto Management, our range of services, and how we can help you and your family manage your wealth efficiently and profitably. Please complete the contact form:
Address
Hagenholzstrasse 81A, 8050 Zurich, Switzerlandinfo@pluto-management.com