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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesLausanneFDZ Famille & Patrimoine SA
FDZ Famille & Patrimoine SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of FDZ is to provide services as a Family Office, including: investment and wealth management, legal advice and structuring, tax planning and optimization, succession planning and design. The company thus offers comprehensive consulting and support for families in managing and preserving their wealth across generations.

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Products & services

Industry:Fiduciary Offices
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FDZ Famille & Patrimoine SA

✓ Offered8
Family advisory
Family governance, family charter, wealth transfer, participation in family meetings, succession planning and appointment as executor.
Tax and pension advisory
Comprehensive tax planning, tax returns, negotiation of specific tax regimes, succession planning and personalised pension plans.
Family business advisory
Business consulting, structuring, fiduciary services, risk management, financing, business transfer, restructuring, MBO and liquidation.
Family Office services
Administrative management, payroll management, tax returns, tax planning, real estate advice and succession advice for wealthy families.
Family holding company
Creation and management of family holdings, centralisation of assets, tax optimisation, family governance and shareholders’ agreement.
Real estate advisory
Advice and representation for residential or income real estate, acquisitions and sales, property administration, tax optimisation and coordination with management companies.
Philanthropy
Set-up of a public-utility foundation, application for tax exemption, foundation advisory, patronage, beneficiary follow-up and securities accounting.
Art management
Inventory of artworks, expertise, supervision of purchase and sale transactions, insurance and administrative and financial management of collections.
Trust & reputation

ranQ Trust Score of FDZ Famille & Patrimoine SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

FDZ Famille & Patrimoine 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%
FDZ Famille & Patrimoine SA scores 85.5 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.55.07%
FDZ Famille & Patrimoine 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%
FDZ Famille & Patrimoine SA scores 42.9 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 35.42.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

FDZ Famille & Patrimoine 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.

Knowledge

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Location

Avenue de Rosemont 5
1006 Lausanne

At a glance

Legal form
Corporation
UID
CHE-100.174.304
Founded
1970 · 56 years
Last commercial register change
May 20, 2026
Employees
1 to 10
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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