01 · Origination
Institutional UHNW sourcing.
Direct search for confidential and off-market opportunities, in Switzerland and across seven territories. Exclusive mandates, approach to holders, files reserved for a qualified circle.
Family Office Advisory & Solutions
CF Immo Group advises wealthy families and their structures on the design, structuring and stewardship of their real estate and infrastructure assets. An advisory boutique for patrimonial counsel and co-investment, supported by proprietary intelligence and regulated fiduciary flows. We act in advisory only, without discretionary management within the meaning of the Financial Institutions Act.
I · Our posture
We design the architecture, we do not administer the wealth. CF Immo Group supports each family in defining a real estate strategy, selecting opportunities, structuring acquisition vehicles and overseeing the lifecycle of its assets. The decisions belong to the family and its bodies; our role is to inform them, document them and execute them within a controlled framework.
Our house rests on a two-entity architecture that strictly separates the advisory activity from the regulated fiduciary activity.
A Swiss public limited company operating under the CF Immo Group brand. Origination, patrimonial counsel, co-investment and mandate coordination. An advisory activity, outside the scope of the Financial Institutions Act.
Paymaster, escrow and fiduciary agent office, affiliated with the SO-FIT Self-Regulatory Organisation under number 1490. It carries the regulated dimension within the meaning of the Anti-Money Laundering Act, through a dedicated fiduciary services agreement.
II · Real Estate Private Equity Advisory
Our real estate private equity advisory combines proprietary origination, an adversarial analysis method and systematic compliance. Every file presented to a family has been sourced, scored and verified beforehand.
Direct search for confidential and off-market opportunities, in Switzerland and across seven territories. Exclusive mandates, approach to holders, files reserved for a qualified circle.
Five modules of analysis and seven anti-Ponzi ethical rules. Every opportunity is scored, in an adversarial manner, before any presentation. Discover ATLAS →
More than 400'000 indexed records: 8'339 qualified assets, 385'378 OpenData historical entries, 2'539 market benchmarks. The data serves to understand, never to solicit.
Before each acquisition, an analysis of the applicability of the Federal Act on the Acquisition of Real Estate by Persons Abroad, known as Lex Koller. No transaction proceeds without this reading.
III · Family Office Advisory & Solutions
For every family served, a dedicated architecture, a reporting framework of its own and a committee that paces decisions. We structure and coordinate; governance remains in the hands of the family.
A real estate roadmap proper to each family: objectives, horizon, risk tolerance, territories, taxation. The architecture is designed with the family's usual advisors, never against them.
Incorporation of Swiss Special Purpose Vehicles, one per transaction. Risk ring-fencing, transparency of the ownership chain, a shareholders' agreement tailored to each round of funding.
A network of Senior Advisors covering French-speaking Switzerland, the United States, Ecuador, Senegal, Peru and developing territories. Each Senior Advisor is a signatory of our code of conduct.
A report of thirty to fifty pages each month: progress of transactions, movements of escrowed funds, market indicators, compliance points. The raw data, made legible.
A committee brings together the family, its advisors and our house each quarter. Commitment, arbitrage and exit decisions are taken there, documented and traced.
Our services pertain to advisory and coordination. They carry no discretionary management mandate and constitute neither a public offer nor a solicitation to invest.
IV · Fiduciary Paymaster Services
The fiduciary and paymaster dimension is carried by VM Capital Invest SA, affiliated with the SO-FIT Self-Regulatory Organisation under number 1490 since 14 August 2024. It secures, sequesters and distributes the flows that seal each transaction.
Documented identification of beneficial owners, enhanced due diligence on the origin of funds, risk assessment by matrix. Regulatory file preserved for ten years.
A segregated account with a first-tier Swiss bank, defined release conditions, notarial coordination. Funds circulate only once conditions are met.
Documented allocation according to the 33 / 33 / 33 / 1 key, dated and traceable. Each beneficiary receives their share at closing, no introducer is omitted.
Application of articles 4, 4a, 6 and 9 of the Anti-Money Laundering Act. Verification of politically exposed persons and of the SECO, OFAC, EU, UN and United Kingdom sanctions lists.
The financial intermediary activity falling under article 2 paragraph 3 of the AMLA is covered by the affiliation with the SO-FIT Self-Regulatory Organisation no. 1490, under continuous control and dedicated audit.
The fiduciary and paymaster scope is set out in full on its own pages.
V · Co-Investment & GP Commitment
We do not steer capital we would not risk ourselves. CF Immo Group co-invests in each Special Purpose Vehicle it structures. Alignment of interests is not a promise, it is a line on the balance sheet.
A commitment of our own in each vehicle, aligned with the global standard of co-investment. Our house gains when the family gains, and loses with it.
Extended information rights, an audit right, orderly exit clauses. Each co-investor enjoys full visibility over the life of the asset.
Incorporation
Closing
Asset operation
Exit
VI · Institutional roadmap
Our house builds its rise to scale in stages, each anchored to the regulatory framework that corresponds to it. Phases two and three constitute objectives, subject to the applicable authorisation steps.
Co-investment transaction by transaction, through Swiss Special Purpose Vehicles. An advisory activity, outside the scope of a FINMA licence, within the current advisory framework.
The setting up of a RAIF-type vehicle in Luxembourg, whose licence is carried by a third-party authorised AIFM manager. Controlled pooling, under the authority of the regulated manager.
The objective of obtaining a FINMA licence within the meaning of the Financial Institutions Act, opening the regulated management activity on behalf of third parties, under prudential supervision.
VII · Entering into relationship
If your family wishes to entrust the design of its real estate architecture to a discreet Geneva house, or if one of our partners has already directed you to us, we would be pleased to review your situation. The first interview takes place in Geneva, or by secure videoconference, after the signature of a preliminary confidentiality agreement.
Direct line · chevalley@cfimmo.group
Geneva · Switzerland · By introduction and appointment
Legal framework and notice
CF Immo Group is the brand of Nostromos SA, a Swiss public limited company (IDE CHE-459.373.115), entered in the Geneva Commercial Register. Our fiduciary and paymaster services are provided by VM Capital Invest SA (IDE CHE-211.891.505), member of the SO-FIT Self-Regulatory Organisation for Financial Intermediaries and Trustees under number 1490 since 14 August 2024. CF Immo Group operates exclusively in advisory and does not provide discretionary management within the meaning of the Financial Institutions Act (LEFin). Every relationship is governed by a written mandate, and every transaction is preceded by an enhanced KYC procedure and a systematic screening of the international sanctions lists (SECO, OFAC, EU, UN, United Kingdom).