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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoDOLFID FAMILY OFFICE SA
DOLFID FAMILY OFFICE SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered
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4.1/5

DOLFID FAMILY OFFICE SA

6
Wealth management
Asset management on mandate, with separate investments for each client based on their risk profile and individual needs.
Investment advisory
Advice for developing and planning a financial strategy, with the client involved in the decision-making process.
Portfolio monitoring / consolidated values
Monitoring the activities of banks or third-party managers and consolidating securities for an overall view of investments and risks.
Generational transition planning
Support for the generational transition of businesses and family assets, with attention to organisational, structural and asset-related aspects.
Corporate management / administrative support
Corporate management and administrative assistance to meet clients’ needs related to the structure and administration of their assets.
Management of humanitarian foundations
Advisory, establishment and development of humanitarian foundations, with dedicated management for clients interested in philanthropic projects.
Trust & reputation

ranQ Trust Score of DOLFID FAMILY OFFICE SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

DOLFID FAMILY OFFICE SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
DOLFID FAMILY OFFICE SA scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
DOLFID FAMILY OFFICE SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
DOLFID FAMILY OFFICE SA scores 0.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

DOLFID FAMILY OFFICE SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Via Pietro Peri 18
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-115.083.113
Founded
2009 · 17 years
Last commercial register change
June 30, 2022
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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