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DirectoryFinance & InsuranceExternal Asset ManagementBaselATAG Family Office AG
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ATAG Family Office AG

Summary

About the company

The company's core activity is the comprehensive care and consulting of wealthy private individuals, families and companies in all entrepreneurial and family-related matters, including wealth management, lifestyle management, legal and tax consulting, as well as support for philanthropic activities. The company offers a wide range of services, including wealth management, organization of private aircraft and yachts, consulting on real estate investments, and support in planning generational transitions.

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Products & services

Industry:External Asset Management
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5
Wealth Management
Strategic wealth advisory, asset allocation, selection of asset managers and service providers, risk analysis, reporting and control of fees as well as positions.
International Law & Taxes
Legal and tax advice for family businesses, families, individuals and married couples; corporate, family, inheritance, contract, foundation and tax law, as well as mediation and arbitration.
Corporate and Family Governance
Succession planning, governance structures for family businesses, shareholders' agreements, family constitutions, advisory for family councils, support with conflict management and communication.
Lifestyle Management
Advisory and coordination for aircraft, yachts, classic cars and other rare vehicles; real-estate concierge, art advisory as well as philanthropy and ESG projects.
Succession and Inheritance Planning
Planning of estates and family structures, support with issues relating to family, marriage and inheritance law, as well as matters of asset and estate settlement.

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Location

Gartenstrasse 22
4052 Basel

At a glance

Legal form
Corporation
UID
CHE-448.697.996
Founded
2018 · 8 years
Last commercial register change
August 5, 2025
Employees
11 to 20

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