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DirectoryFinance & InsuranceExternal Asset ManagementBernTFO The Family Office AG
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TFO The Family Office AG

Summary

About the company

TFO The Family Office AG provides independent wealth management and investment advisory services. Its offerings include pension advice, financial planning, fiduciary and tax services, and sustainability/ESG assessments; the company is licensed as an asset manager by FINMA.

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Products & services

Industry:External Asset Management
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Asset Management
Personal and sustainable asset management based on the overall state of assets, risk capacity and willingness, and a jointly defined strategy.
Investment Advice
Strategic investment recommendations aligned with the jointly defined investment strategy, with flexible communication via the preferred channel.
Retirement Planning
Advice on retirement provision with Säule 3a assets, 1E solutions and vested benefits, as well as tailored solutions for retirement and tax optimization.
Financial Planning
Support from needs assessment through to implementation of financial planning measures across different life stages.
Trust & Tax
Support with fiduciary and tax-related issues as well as with real estate, arranged via a network of qualified experts.

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Location

Münzgraben 4
3011 Bern

At a glance

Legal form
Corporation
UID
CHE-114.922.946
Founded
2009 · 17 years
Last commercial register change
November 6, 2025
Employees
1 to 10

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