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DirectoryFinance & InsuranceFinancial ServicesHerrlibergBeryll Swiss Family Advisory AG
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Beryll Swiss Family Advisory AG

Summary

About the company

The core activity of Beryll Swiss Family Advisory (Beryll SFA) is the provision of Family Office services, including: Investment Advisory: Holistic advice on wealth management, including structuring investments and risk management. Risk Management: Identification and management of risks associated with family wealth, including conducting stress tests and monitoring risk analyses. Family Governance: Advice on designing family businesses and developing strategies for long-term sustainability. Private Equity and Venture Capital: Investments in and advice to start-ups and established companies, particularly in the technology sector. The company focuses on the needs of families and offers tailored solutions for managing their wealth and achieving their financial goals.

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Products & services

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Investment Advisory
Advising on the entire portfolio holistically, including rebalancing legacy assets, considering new investments, and cross-border structures for business and private life.
Family Office Services
Consolidation, structuring special purpose investment vehicles, tailored solutions for multi-tax-jurisdiction exposure, and strategic asset allocation.
Risk Management
Outside perspective on the overall wealth picture, asset stress testing, risk analytics and returns review, due diligence on new investments, and operational budgeting for cash flow at risk.
Swiss Startups
Co-investments with the family, private equity investments, and venture capital insights for early- to growth-stage Swiss startups and technologies.
Private Markets
Private equity and venture capital investments in private market opportunities, including direct and co-investments and fund exposure.

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Location

Rennweg 34
8704 Herrliberg

At a glance

Legal form
Corporation
UID
CHE-207.491.226
Founded
2014 · 12 years
Last commercial register change
May 20, 2025
Employees
1 to 10

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