HUMAN EXCELLENCE
The faces of your trust
Behind each financial architecture are committed partners. We combine academic rigor and absolute discretion to perpetuate your family heritage.
OUR REQUIREMENT
Our partners come from the most prestigious financial institutions and Swiss law firms. This dual expertise guarantees total alignment of interests with your family.
Swiss rigor
Chief Executive Officer
TEAM
Shenglong Kong
A visionary and strategist CEO, he embodies modern leadership based on excellence, innovation and performance. Thanks to a clear vision and strong decision-making capacity, he supports the development of the company with ambition and professionalism. Recognized for his attention to detail and his human approach, he inspires his teams to achieve sustainable results and create long-term value.
Chief Financial Officer
George Halperin
Experienced and results-driven CFO, he leads the company’s financial strategy with precision, discipline, and a long-term vision. An expert in financial management, performance optimization, and growth support, he ensures strong and sustainable decision-making in a demanding environment. His analytical mindset, deep understanding of economic challenges, and inspiring leadership make him a key driver of the company’s development and long-term stability.
Investment Consultant
Alex Collins
Professional and strategic Investment Consultant with a strong expertise in financial markets, portfolio management, and wealth growth strategies. Dedicated to delivering tailored investment solutions, he provides clients with clear insights, risk analysis, and long-term financial guidance. Recognized for his analytical skills, market knowledge, and client-focused approach, he helps individuals and businesses make confident and profitable investment decisions.
Highly accomplished Investment Consultant with extensive expertise in financial markets, strategic asset allocation, and investment advisory services. With a strong focus on performance, risk management, and long-term value creation, he delivers tailored financial strategies aligned with clients’ objectives and market opportunities. Recognized for his analytical precision, deep market insight, and professional integrity, he advises individuals, entrepreneurs, and institutions in making informed and sustainable investment decisions.
Giorgio Pantelis
Innovation Officer
Senior Head of Healthcare with extensive experience in healthcare leadership, strategic management, and operational excellence. He oversees complex healthcare systems with a strong focus on patient outcomes, quality of care, and organizational performance. Known for his visionary leadership and deep industry expertise, he drives innovation, efficiency, and sustainable improvement across healthcare services while ensuring the highest standards of clinical and ethical excellence.
Celine Vallot
Head Of Health Care
Meet our associates
We welcome you discreetly to our offices in Hölstein to analyze the architecture of your heritage.