Our Mission & Values
At Capnify, we are committed to stewarding and growing our clients’ wealth through tailored strategies, innovative investment opportunities, and impactful philanthropy. Our core values of integrity, discretion, innovation, client-centricity, and long-term partnership guide every decision, ensuring personalized service and sustainable success for European entrepreneurs and family-owned businesses.
Our Experts
Meet the Team
Our team brings decades of experience in wealth management and financial services.
Jean Dupont
Managing Partner
Expert in cross-border estate planning and strategic investments.
Maria Lopez
Chief Investment Officer
Leads investment strategies with a focus on private equity and portfolio diversification.
Lukas Meier
Head of Philanthropic Advisory
Advises clients on impactful giving and philanthropic initiatives.