Wealth Management
The Evolution of Family Wealth
September 2024
Rethinking
wealth
A new standard in family asset management, offering sustained prosperity through comprehensive wealth planning.
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A legacy of
trust and
excellence
We believe in establishing a strong Circle of Trust with our clients, creating long-term relationships built on confidence and security.
Our Approach
Our foundational principles include Customer Interest, Critical Thinking, Adaptive Ability, and Integrity, ensuring sustainable results for our clients.
Our Promise
Our approach is rooted in safeguarding wealth, strategic asset planning, and fostering family harmony to preserve and grow your legacy across generations.
Our team
Iurie Moraru
Founding Partner
LL.M., TEP (Trust & Estate Practitioner)
With over two decades of expertise in finance, law, and wealth management, Iurie Moraru specializes in asset protection, investment strategy, and due diligence. Holding a Master of Laws (LL.M.) after a curriculum at the University of Geneva and Zurich, he also holds full membership of Society of Trust and Estate Practitioners (STEP).
Iurie has held senior client management roles at leading Swiss banks, including Credit Suisse, Société Générale, and Falcon Private Bank, in both Geneva and Zurich. His background also includes legal experience with Baker McKenzie, Lenz & Staehelin, and Winston & Strawn, in Geneva.
Areas of Expertise
- Comprehensive Asset Structuring
- Transactional Frameworks
- Wealth Management and Preservation
- Succession Planning
- Exclusive Family Office Advisory
- Strategic Real Estate Advisory
- Investment Management & Advisory
- Regulatory Compliance & Due Diligence
Languages: English, French, Romanian, Russian, German
Our expertise
at your service
Prosperity Circle Family Office provides a wide range of services to (Ultra)-High-Net-Worth Individuals and their families.
Get in Touch
Phone
+41 44 552 25 05
info@prosperitycircle.org
Address
Prosperity Circle Family Office
Olgastrasse 6
8001 Zurich
Switzerland
Zurich, Switzerland