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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryPublic Administration & EducationContinuing Education InstitutesGenevaPrivate Wealth & Family Office - Swiss Certified
Private Wealth & Family Office - Swiss Certified Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The company's core activity is the training and certification of professionals in the field of Private Wealth and Family Office. The company offers online courses, workshops, coaching and other services to qualify and support professionals who provide solutions for Private Wealth and Family Office. The goal is to create a community of professionals who work according to Swiss standards and the United Nations' goals for sustainable development to support families worldwide.

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4.0/5

Private Wealth & Family Office - Swiss Certified

Industry:Continuing Education Institutes
✓ Offered7
Wealth Services and Family Office 3.0
High-impact training programme for professionals with online training, 12 modules, project assignments and weekly 30-minute sessions on wealth and family office solutions.
An Introduction to the World of the Family Office
Introductory course to the fundamentals of Family Office and private wealth services, covering banking basics, regulation, single versus multi-family office and the international wealth market.
Personal Finance 101 Program
Online course on personal financial planning with budgeting, debt reduction, saving, risk analysis, taxes, inflation, loans and the basics of investment vehicles.
The Wealth Game Online Experience
Self-paced online course for personal financial control with practical exercises, financial plan, DIY spreadsheets and strategies for net worth, income and financial security.
Developing a Successful Private Wealth and Family Office Practice
Training to develop a wealth-services or family-office practice with practice-oriented setup, professional role, business setup and client support.
Wealth Services and Family Office Reporting Software
Software training on reporting software for wealth services and family office with a focus on application in day-to-day professional practice.
The Complete Guide to Sales & Marketing in Wealth and Family Office Services
Course on sales and marketing in wealth and family office services with practical approaches for client acquisition, positioning and marketing of services.
Trust & reputation

ranQ Trust Score of Private Wealth & Family Office - Swiss Certified: 4.0 out of 5.0

Trust Score4.0/ 5.0

High

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Data basis 54% · As of October 2026

Private Wealth & Family Office - Swiss Certified 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%
Private Wealth & Family Office - Swiss Certified scores 64.6 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.64.612%
  • 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%
Private Wealth & Family Office - Swiss Certified scores 83.3 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).83.322%
Private Wealth & Family Office - Swiss Certified scores 37.1 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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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 35.37.14%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Private Wealth & Family Office - Swiss Certified reaches a ranQ Trust Score of 4.0 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

Avenue Dumas 37
1206 Geneva

At a glance

Legal form
Association
UID
CHE-486.225.262
Founded
2021 · 5 years
Last commercial register change
February 23, 2021
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.73.06%
  • 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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