FAMILY OFFICES

THE GO-TO PARTNER FOR FAMILY OFFICES AND ASSET MANAGERS

The importance of physical assets

Sicherheitsmitarbeiter hält Goldmünzen

In an increasingly volatile and uncertain world, physical assets such as precious metals, diamonds, and works of art are becoming ever more important as part of a diversified wealth strategy. Not only do these assets provide protection against inflation, they also serve as enduringly stable assets regardless of developments in the financial markets.

We support family offices and asset managers in professionally integrating physical assets such as precious metals, diamonds, and more into allocation, structuring, and succession planning. This is achieved through tailored solutions for transport, storage, liability, reporting, and handovers.

Whether for long-term value preservation, targeted portfolio diversification, or strategic transfer, we provide physical asset logistics where security, reliability, and sustainability are at the core.

As a long-term partner, we accompany you throughout the entire lifecycle of your physical assets – from precise transport from the refinery to secure storage in Swiss high-security facilities, all the way to annually documented audits and storage reports.

OUR VISION

At Helveticor, we specialize in supporting family offices and asset managers in managing and optimizing their clients’ physical assets. We believe in the importance of sustainable growth and long-term wealth preservation.

Our vision is to store physical assets securely and professionally, with clear, transparent processes that meet the highest standards of security and accountability.

With technical precision and operational stability, we create storage solutions that comply with regulatory requirements and integrate seamlessly into existing structures.

We place particular emphasis on structural and economic stability as the foundation for reliable, long-term partnerships.

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WHAT WE OFFER

As a leading provider of tailored solutions for family offices and asset managers, we place particular emphasis on providing bespoke advice that takes account of our customers’ unique needs and objectives. You can draw upon a wide range of services and the extensive expertise of our experienced team of physical asset specialists.

We do not think in terms of standard processes, but in individual partnerships. From the structured setup of a family office custody account to audit-secured inventory confirmations, we support you with the utmost care.

Our solutions are developed in close collaboration – process-oriented, transparent and value-driven. Trust is built where attention to detail, integrity and reliability go hand in hand.

OUR SERVICES

SECURE TRANSPORTATION

Our specialist security teams have the experience and expertise to ensure the secure transport of precious metals and valuable goods within Switzerland and internationally.

HIGH-SECURITY STORAGE

We provide tailor-made logistics solutions that ensure the seamless execution of your transports. Thanks to multiple security levels, state-of-the-art technologies and ongoing monitoring, you can rely on maximum protection for your assets.

Transparency

Our processes are fully traceable and documented. You receive comprehensive information about every step, from collection to secure storage of your valuables.

RISK MANAGEMENT and reporting

We identify potential logistical or regulatory risks at an early stage and provide you with regular, transparent inventory reports. These reports are fully auditable and aligned with your internal processes.

Security

Our employees are subject to strict confidentiality guidelines, and state-of-the-art technical security measures ensure that sensitive information and assets are reliably protected.

INSURANCE COVERAGE

Our transports are comprehensively insured to protect you from unforeseen events. We take specific risks such as theft, fire, water damage or natural hazards into account and offer you a tailor-made solution with clearly defined terms and conditions.

STORAGE AND SECURITY

Safe storage of customers’ physical assets is of the utmost importance. We offer access to highly secure storage facilities, and ensure that your assets are optimally protected.

Our high-security facilities are designed not only for technical protection but also for absolute confidentiality and structural continuity. All relevant processes, from storage to periodic inventory checks, are fully traceable, individually adaptable and available over the long term.

Detailansicht eines versiegelten Sicherheitscontainers mit QR-Code im Hochsicherheitslager.
Goldmünzen in Schachtel

DOMESTIC AND INTERNATIONAL TRANSPORTATION

We transport physical assets in Switzerland and abroad, and take care of all customs clearance and full insurance coverage.

Our transports are carried out by trained security personnel and in accordance with the highest standards of confidentiality and safety. We also handle complex cases involving interim storage, customs clearance, or cross-border logistics concepts – always with a focus on secure execution and flawless handover.

Helveticor-Werttransporter vor einer gesicherten Ladezone in einem modernen Logistikgebäude.
Helveticor-Werttransporter vor einer gesicherten Ladezone in einem modernen Logistikgebäude.

TRUST AND DISCRETION

We understand the importance of trust and discretion when working with family offices and asset managers. Your privacy is our top priority, so we work closely with you to ensure that your personal information is optimally protected.

We look forward to assisting you with optimizing and securing your customers’ physical assets. Please don’t hesitate to contact us to find out more about our services.

Confidentiality is not a promise, it is our foundation. We accompany family offices not as an external service provider, but as a trusted partner with foresight.

Whether establishing a family office custody account in Switzerland, Hong Kong or other key financial centers worldwide – every detail matters. That is why we act not only with reliability, but also with foresight: long-term, sustainable and trustworthy.

For us, trust is not a byproduct. It is at the very center of what we do.

CONTACT US

Our professional is ready to assist you with any inquiries.

Mehrere gestapelte Paletten mit schweren Goldbarren in einem Hochsicherheitslager von Helveticor

MORE CUSTOMERS

PRIVATE INDIVIDUALS

Our team of specialists understands the precise requirements of private investors and ultra-high-net-worth individuals and develops tailor-made solutions for the protection and sustainable storage of your valuable goods.

BANKS

Our experts advise major banks, private banks, and financial institutions, providing them with tailor-made solutions for the secure transport and storage of their assets and guaranteeing sustainable service quality.

PRECIOUS METAL DEALERS

Helveticor offers precious metal traders the highest level of security and reliability, whether for national or international transport or the long-term storage of their valuable inventory.

REFINERIES

As proven security experts for refiners and producers, we offer a first-class logistics service in line with the highest Swiss and international security standards.