We help entrepreneurs and entrepreneurial families to create their professional wealth setup with the resources and scale to successfully serve them for the long-term.

Our clients often have complex structures that span across multiple countries, tax jurisdictions and asset classes.  Savair offers our clients peace of mind by providing expertise across geographies, including with investments (cash, portfolios, alternatives and other private market investments) and wealth planning (intersection of tax, legal, philanthropy, generational planning, etc).

We compliment our services by providing a state of the art platform based on the latest technology – allowing for concise consolidated performance reporting across all wealth, consolidated risk analysis (across all investments), as well as visualization tools & centralized document management for (complex) legal entity structures.

Savair is also licensed as a Portfolio Manager in Switzerland, supervised by the regulatory body FINcontrol

Savair

Chase Potter

This department oversees client interactions and operational processes to ensure efficient service delivery.

Client Operations

This department focuses on providing financial planning and investment services to clients, ensuring effective wealth accumulation and preservation.

Savair

Org chart

Teams

Client Operations

Wealth Management

Offices

Savair

Org chart

Teams

Client Operations

Wealth Management

Offices

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