Ava Family Office

AVA Family Office is a modern and innovative family office based in Lugano, Switzerland, dedicated to safeguarding, enhancing, and growing the financial and cultural assets of families and businesses. The firm offers a comprehensive suite of services designed to optimize both financial and non-financial situations. Their core business revolves around providing tailored solutions, ideas, and strategic advice, aiming to be a stable and complete point of reference for their clients in a complex and evolving global landscape.

Founded in 2020, AVA Family Office operates under the philosophy of "Alpha Vision Advisory," from which its acronym AVA is derived. "Alpha" signifies the efficiency of their strategies and their commitment to exceeding client satisfaction. "Vision" represents their innovative approach, continuous study of new solutions, and foresight in anticipating future developments. "Advisory" underscores their primary role in offering expert guidance and bespoke planning for every challenge and opportunity their clients face.

The firm's services include financial advisory, where they work with leading Swiss banks and select top managers to efficiently organize financial and wealth management. They also specialize in generational transitions, assisting with succession planning for movable and real estate assets, and providing financial education. Furthermore, AVA Family Office offers international relocation services, tax optimization, legal assistance, philanthropy advisory, real estate guidance, and luxury concierge services, leveraging a vast network of selected collaborations with market-leading partners.

Key individuals associated with AVA Family Office include Vittorio Scala, who serves as a manager, and José Marco Casellini, identified as a partner. The firm emphasizes a personalized approach, believing that every client's situation requires a custom-tailored solution, which they develop collaboratively within their extensive network of partners, services, and institutions.