Family office in
Baar

Aurum Advice GmbH

Since 2016 · 1–10 empl.

Aurum Advice GmbH advises family offices on family and investment governance, board mandates, and financial matters such as liquidity events, mergers, and acquisitions. It also provides research and advisory on digital assets, as well as AI strategy and private AI infrastructure setup.

RDH Verwaltungs GmbH

Since 2022 · 1–10 empl.

RDH Verwaltungs GmbH is a private investment office focused on global markets and private investment opportunities.

CSF Family Office AG

Since 2024 · 11–20 empl.·5.0(3)

CSF Family Office AG provides services to entrepreneurial families and supports the long-term stewardship of family wealth. Its work includes administrative services and advice on structuring, governance, finance, tax, risk and transactions.

Robin Good Partners AG

Since 2025 · 1–10 empl.

Robin Good Partners AG is a family office and an alpine hospitality and community group for entrepreneurs. It supports ventures from idea to development and investment, engages in venture and private equity activities, and organizes thematic leadership circles and shared gatherings in alpine spaces.

Anaviche AG

Since 2025 · 1–10 empl.

Anaviche AG acquires and develops multifamily residential properties and rents out furnished rooms and apartments. Its activities also include property management, maintenance and market analysis for investment decisions.

Peak Capital AG

Since 2009 · 1–10 empl.

Peak Capital AG is an investment office owned by its founders and partners.

Implenium Holding AG

Since 2011 · 1–10 empl.

Implenium Holding AG is a holding company and family office that invests in companies and projects. It develops strategies for its investments and supports subsidiaries with planning, implementation and controlling, while also managing corporate and real estate investments.

Treubera Family Office AG

Since 2012 · 1–10 empl.

Treubera Family Office AG provides family office services for private clients and families. The website refers to support in coordinating wealth, organizational, and administrative matters.

Jonic Capital AG

Since 2024 · 1–10 empl.

Jonic Capital AG is an investment firm active in private equity, private debt and global real estate. It provides financing solutions and develops investment strategies for institutional investors, high-net-worth individuals and families.

Lumaris Strategic, Inhaber Bruno Delpeuc'h

Since 2025 · 1–10 empl.

Lumaris Strategic, Inhaber Bruno Delpeuc'h provides strategic advisory and support to companies, organizations and private clients. Its work covers management, organizational and digital strategy, capital strategy, structuring, governance and cross-border matters.

Thaurum Capital Partners AG

Since 2025 · 1–10 empl.

Thaurum Capital Partners AG provides independent financial and strategic advisory services to corporations, family businesses, professional investors, and high-net-worth individuals. Its work includes financial education, risk analysis and management, capital allocation advice, and portfolio restructuring.

Wenaq Group GmbH

Since 2026 · 1–10 empl.

Wenaq Group GmbH offers physical gold purchases, particularly certified fine-gold bars. Some purchase models provide monthly credits, with physical delivery of the bars available at the end of the contract.