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Preserving and passing on wealth with precious stones

Heritage6 min read

For centuries, families have used precious stones to preserve their wealth and to pass it on.

Why families choose precious stones

  • Compact: great value in a very small object, easy to keep safely.
  • Durable: a ruby, a sapphire or a diamond does not wear out.
  • Discreet and mobile: a store of value you can carry anywhere.
  • Decorrelated: their price does not follow the stock market.

Things to keep in mind

Precious stones are a long-term investment. They are less liquid than securities, and the gap between buying and selling prices can be significant. Everything is decided at the moment of purchase: buying the right stone, at the right price.

Preparing a transmission

A complete inventory with photographs, laboratory certificates and an up-to-date valuation makes a succession clear for heirs, notaries and insurers, and avoids many disagreements over what each piece is worth.

Meet us in Geneva

For an appraisal, an inheritance valuation, a seminar or advice before a purchase.