Company Information

Get to know CVA Family Office

Founded in 2011 in Geneva, Switzerland, CVA Family Office operates as an independent advisory firm dedicated to preserving and growing the wealth of its client families across generations. The firm offers a holistic approach to wealth management, encompassing strategic asset allocation, private market investments (including real estate and private equity), wealth planning, family governance, and consolidated reporting. CVA emphasizes its independence from banks and financial institutions, allowing it to provide unbiased advice tailored to the unique, long-term objectives of each family it serves.

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Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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CVA Family Office

United States

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.