Services
Scope of Services
At Innovoie, our services are not just about managing wealth; they are about crafting a tailored financial journey that reflects your aspirations. Whether you seek the time-tested practices of a classic family office or the innovation of cutting-edge asset management, Innovoie is your trusted partner on the path to financial success.
Jurisdiction and Intellectual Property Assistance
Intellectual Property Law is complex and varies significantly across jurisdictions. Our IP experts are here to help you strategically protect your intellectual property across multiple jurisdictions, identify potential future threats, and leverage your IP through licensing and commercialisation.
We’ll guide you through the intricate process of legally securing ownership and exclusive rights to your intellectual creations, safeguarding against unauthorised use and infringement. With our support, you’ll ensure your IP rights are fully protected in correct territories, selecting jurisdictions with robust legal frameworks and strong enforcement mechanisms.
Expertly structured application documents will ensure that your rights clear and defensible, minimizing the risk of future challenges. With deep expertise in the technology sector, we’re uniquely positioned to craft a comprehensive IP strategy tailored to your business goals, ensuring the long-term protection and monetization of your IP portfolio.
Property and Asset Management in the UK, Switzerland and Europe
Our Property and Asset Management services are tailored to meet the unique needs of clients seeking to navigate the dynamic landscape of property investment and asset management in Switzerland and the United Kingdom.
Bespoke Trust Solutions
Innovoie provides comprehensive trust creation and operation services, offering bespoke solutions to meet diverse client needs. With deep expertise across multiple jurisdictions, our team ensures efficient trust structuring and management, always adhering to the highest standards of compliance and confidentiality. Whether for asset protection, succession planning, or long-term wealth preservation, Innovoie is dedicated to delivering reliable and personalized support.
Classic Family Office Services
Wealth Planning and Preservation
Our expert advisors work closely with you to develop personalized wealth plans that align with your long-term goals. We focus on preserving and growing your wealth through strategic financial planning and risk management.
Estate and Succession Planning
Innovoie provides comprehensive estate and succession planning services to safeguard your legacy. Our team ensures a smooth transition of assets, minimizing tax implications and preserving your wealth for future generations.
Tax Optimisation
Our tax specialists employ proactive strategies to optimize your tax position, ensuring that you retain more of your hard-earned wealth. We navigate complex tax codes to identify opportunities for savings and efficiency.
Legal Advice
Innovoie goes beyond traditional wealth management by offering legal strategy consultations, as well as providing insights into various options in different jurisdictions.
Strategic Investment Planning
Innovoie's asset management team develops customized investment strategies based on your risk tolerance, financial objectives, and market conditions. Our goal is to optimize returns while carefully managing risk.
Diversified Portfolio Management
We construct and manage diversified portfolios that align with your investment goals. Our approach combines traditional and alternative investments to provide a well-balanced and resilient portfolio.
Performance Tracking and Reporting
Transparency is paramount at Innovoie. Our sophisticated performance tracking and reporting tools keep you informed about the progress of your investments, ensuring clarity and accountability.
Global Investment Opportunities
Leveraging our international presence, Innovoie identifies and capitalizes on global investment opportunities. Our global perspective allows us to navigate diverse markets, unlocking avenues for growth and success.