About Us

Lega Z Advisory is a financial consultancy firm advising a select group of Ultra High Net Worth (UHNW) families in their quest to grow and protect their financial legacies.   

The company was founded in 2018 by Paolo Seiferle after he left his distinguished banking career to independently advise his largest long-time UHNW clients. Paolo Seiferle had a 34-year career in global banking with roles in analytics, management and sales at Swiss Bank Corporation (1984-1998), Julius Baer (1998-2005) and UBS (2005-2018).  For the first 14 years, Paolo was in Corporate Finance in Zurich, Geneva and New York where he structured balance sheet and capex financing transactions for Swiss Blue-Chip companies.  After the merger of Swiss Bank Corporation and UBS, Paolo moved to Julius Baer New York where he transitioned into private banking holding several roles, i.e. Head of Credit, Business Manager and Senior Representative for Asian clients.  In 2005, when Julius Baer’s North America business was sold to UBS, Paolo joined UBS San Francisco to lead the branch as well as the firm's Asian business in the US.  For over 20 years, Paolo has helped UHNW families in Taiwan, Hong Kong, Philippines, Singapore and the U.S. achieve their financial goals. In his capacity as a financial advisor, Paolo earned top-tier recognition status at UBS (Chairman Recognition Council).  

Paolo earned his Bachelor's degree from the Management School of Zurich (Kaderschule) and holds an MBA from Columbia University, New York (Dean's List recognition).  He completed the Securities Industry Institute at the Wharton School 2010-2012.  Paolo is a licensed US Investment Advisor Representative (FINRA 66) and General Securities Representative (FINRA Series 7).

Lega Z Advisory LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC).  Assets Under Management / Advisory amount to 

US$ 400 Million as of December 2023.