Expertise with a personal touch
We work with our clients and their advisors to strategically preserve their wealth across generations and jurisdictions. Our personal approach ensures continuity and achieves solutions that are custom-designed to specific objectives. Our commitment to clients ensures that our team members deliver these solutions efficiently and cost effectively.
Who We Are
Westmoore Private Clients is the advisory arm of Westmoore Wealth, the boutique wealth management and fiduciary services group, and work with each member of the Group to offer consultancy and management services to their clients. Westmoore Private Clients has its headquarter in Geneva, a perfect location for international asset management and wealth planning.
We bring a depth of experience to our work and dealings with clients and their advisors and understand that the way you structure your wealth today can affect your family for generations, which is why we put retaining longstanding relationships with each of our customers, their families, trusted advisers and trustees at the core of our business. We can help you manage complex family wealth as well as family businesses, providing the continuity to help you and your family build, enjoy and protect your wealth across generations.
We maintain the highest professional standards, code of conduct and integrity. Our due diligence procedures more than meet the requirements of the highly regulated jurisdictions in which we work. Our staff are trained comprehensively in anti-money laundering and "know your client" procedures. As one would expect, confidentiality is paramount in all our dealings and our staff are bound by law to maintain professional confidence.
Westmoore Private Clients is managed by Stein Johnsen who is a fully qualified Trust and Estate Practitioner (TEP) and a member of STEP. Stein holds a Master in Finance and Banking from Université de Bordeaux, France and has over 30 years of experience from international structuring and asset management.
Stein is fluent in English, French and Norwegian and travels extensively to meet with new and existing clients.
You can book an online initial consultation here.