Helvetic Harbour
Anchoring Wealth, Ensuring Longevity.
Your Safe Harbour in a Dynamic World.
Helvetic Harbour offers bespoke advisory services across wealth, real estate, capital, and cross-border strategy for private and institutional clients.With roots in Swiss banking and a deep understanding of U.S. market dynamics, we offer a rare perspective that blends discretion, structure, and opportunity.
Advisory Beyond Numbers
Wealth Management
Strategic insight into wealth structuring, long-term planning, and global investment access.Helvetic Harbour isn’t just bilingual - we are bi-systemic. We understand both the discretion of Swiss private wealth and the momentum of U.S. financial markets.
Financing Made Simple
Backed by Swiss Integrity
Capital Solutions
Full lifecycle support: From origination through servicing, we remain with you every step of the way.Helvetic Harbour provides capital clarity and cross-border lending, equity planning, and capital introductions for today’s mobile investor.
Tailored for globally-minded investors
Private Client Advisory
For international investors and expats seeking footholds in the U.S., we offer more than introductions - we provide strategic clarity, vetted partnerships, and a compass calibrated to both Swiss and American systems.
Offices:
Miami Beach, FL
Bern, Switzerland
Strategic. Independent. Swiss.
Helvetic Harbour does not engage in regulated financial services activity in Switzerland or the United States. Cross-border services may be restricted or limited depending on client domicile and applicable laws. No offer or solicitation is being made to any person in any jurisdiction where such an offer would be unlawful.