empowers families by offering comprehensive services tailored to their unique needs, ensuring long-term prosperity and legacy. In addition, we curate exclusive Family Office Events, facilitating networking opportunities for family offices to connect, collaborate, and share knowledge.
“Guiding dreams, preserving bonds, S.D.P. Family Advisory, where legacies respond. With curated events, our network unites, Empowering families, sparkling futures’ light”
S.D.P. Family Advisory Ltd is a prestigious firm specializing in the comprehensive management and preservation of wealth specifically for individual families. We excel in safeguarding and growing their financial assets, ensuring their long-term prosperity and success. Additionally, we offer valuable networking opportunities for families to connect, collaborate, and share knowledge. Our commitment is to empower families to thrive and build enduring legacies through our expertise and dedicated services.
S.D.P. Family Advisory Ltd is a prestigious and highly specialized firm that offers a range of professional services to affluent families. Our primary focus is on the comprehensive management and preservation of family wealth, leveraging our expertise to optimize financial strategies tailored to the unique needs and goals of each family. With a deep understanding of the complexities involved in wealth management, we provide tailored solutions to effectively manage, grow, and protect family assets, ensuring long-term financial prosperity.
In addition to our expertise in wealth management, S.D.P. Family Advisory Ltd takes pride in its role as a producer of exclusive Family Office Events. These events serve as platforms for networking, facilitating connections among family offices, and creating opportunities for collaboration and knowledge sharing. By curating and hosting these prestigious events, we create a conducive environment for like-minded families to come together, exchange ideas, and forge valuable relationships. Through our events, we foster a sense of community among family offices and promote the sharing of best practices and insights.
At S.D.P. Family Advisory Ltd, we understand that managing family wealth goes beyond financial aspects. We recognize the importance of preserving family values and legacies. Therefore, we work closely with our clients to incorporate their values and goals into our comprehensive wealth management strategies. By aligning financial decisions with the family’s unique aspirations, we create a solid foundation that ensures continuity and a lasting legacy for future generations.
Our team of seasoned professionals possesses a wealth of experience in finance, investment, and estate planning. We employ a holistic approach to address all facets of family wealth, including investment management, tax optimization, estate planning, philanthropic endeavors, and risk management. By providing personalized guidance and support, we empower families to make informed decisions and navigate the complexities of wealth management with confidence and peace of mind.
Whether it is managing family wealth or producing Family Office Events, S.D.P. Family Advisory Ltd stands at the forefront of excellence, delivering exceptional services that help families prosper, forge valuable connections, and leave a lasting impact on their legacies.
Has over 20 years of experience in the financial services industry and has gained extensive experience in international client relationship management. For three years he served as Deputy Head of the UBS Representative Office in Cyprus after he worked for UBS in Switzerland for 12 years.
Stefan received his Master degree in Business Administration from Higher College of Commerce in Baden, Switzerland and has various professional qualifications in banking, finance and compliance from Switzerland and Cyprus.
Stefan holds the CySEC Advanced Certificate.
Managing Director
VAT Number: 60019895U
Digeni Akrita 28
Office D11
Limassol 3035, Cyprus
Office: +49 69 247 41 58 16
Mobile: +357 99 606 477
email: sp@sdp-advisory.com
"*" indicates required fields
“Guiding dreams, preserving bonds”
