Bespoke wealth & capital solutions.

Two complementary practices — wealth architecture and capital solutions — free from product bias.

Wealth Management

Protect, enhance and transition wealth for international families navigating cross-border complexity.

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Asset Management

Structure, grow and optimize capital for private clients and corporate organizations.

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Custody & Technology

Institutional-grade custody and a unified technology layer across banks and jurisdictions.

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Pilotage Private Office

An integrated private office for principals seeking coordination across wealth, capital and life.

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Cross-border by design.

Specialized cross-border expertise across four distinct client profiles.

01

North Americans Connecting Internationally

Global Diversification, Not Domestic Constraint — Expanding North American Wealth Internationally.

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International Connecting to North America

Access, Not Complexity — Connecting Global Wealth to North America with Clarity.

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International connecting Globally

Precision, Not Complexity — Advanced Wealth Management from Switzerland.

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Family Offices & Founders

Control, Not Fragmentation — Integrating Wealth, Enterprise and Capital.

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Independent by principle.

The people, philosophy and framework behind Pilotage — and the regulatory foundations that guide our work.

01

The Firm

Our story, philosophy and the values that guide every engagement.

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Team

Senior practitioners with decades of institutional and cross-border experience.

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Our Process

A structured client journey from discovery to ongoing stewardship, coordinated across jurisdictions.

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Regulatory Information

Licensing, supervision and disclosures that underpin our Swiss regulated framework.

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North Americans Connecting Internationally

Global Diversification, Not Domestic Constraint — Expanding North American Wealth Internationally

We support clients
across the full life cycle of capital.

We help North American clients extend their financial footprint beyond domestic markets through a structured and disciplined international approach.

Resilience through
global diversification.

Diversified custody across stable jurisdictions strengthens asset protection, reduces concentration risk and opens access to international investments, currencies and long-term structural themes.

One coherent framework.
Long-term optionality.

We coordinate banking, investment strategy and international mobility through one globally aligned relationship—bringing clarity to capital as ambitions and circumstances evolve.

Our integrated model

Our integrated model connects wealth structuring, portfolio construction and institutional-grade custody, providing clients with multi-currency liquidity, improved capital mobility and greater flexibility in deploying assets globally. This framework supports more efficient risk management, optimised lending solutions and the ability to respond dynamically to evolving opportunities.

Beyond Investment

Beyond investment, we support international lifestyle and strategic objectives, including relocation planning, cross-border financing and secondary residency or citizenship. By coordinating banking relationships, investment strategy and operational infrastructure, we deliver clarity across jurisdictions and a seamless experience. The result is a coherent, globally aligned framework that enhances security, expands opportunity and provides long-term optionality.

What we enable.

  • International Custody & Jurisdictional Diversification

    Safeguarding assets across stable, globally recognised financial centres

    We establish custody structures across leading international banks, diversifying jurisdictional exposure and reducing concentration risk. Assets are held within robust regulatory environments, enhancing protection and flexibility while maintaining seamless coordination across institutions. This ensures clients benefit from global security standards alongside a unified, transparent oversight framework.

  • Global Investment Access & Thematic Opportunities

    Accessing diversified markets, sectors and long-term structural trends

    We construct globally diversified portfolios that extend beyond domestic markets, capturing international risk premia and thematic opportunities. This includes exposure to hard assets, emerging sectors and structural shifts in the global economy, ensuring portfolios remain forward-looking, resilient and aligned with long-term objectives.

  • Multi-Currency Liquidity & Financing Solutions

    Enhancing flexibility through currency diversification and advanced lending

    We implement multi-currency frameworks that improve liquidity management and enable efficient cross-border transactions. Complemented by tailored lending solutions, including asset-backed financing, clients gain greater flexibility to deploy capital, manage obligations and respond dynamically to global opportunities.

  • Mobility, Residency & Strategic Relocation Planning

    Supporting international lifestyles, residency and long-term mobility objectives

    We advise on relocation strategies, including secondary residency and citizenship considerations, aligning financial structures with personal mobility goals. By integrating legal, tax and financial planning, we ensure transitions are executed smoothly, preserving continuity while expanding geographic and lifestyle flexibility.

Services suited to you.

Four disciplines coordinated as one relationship — each purpose-built for a cross-border reality.

Learn more about banking beyond North America.

Swiss stability and global diversification for U.S. and Canadian clients. Our team will respond within 48 hours.