Family office in
Lausanne

PLUS Fiduciaire & Family Office Sàrl

Since 2017 · 1–10 empl.·4.7(142)

PLUS Fiduciaire & Family Office Sàrl provides fiduciary and family office services to businesses and families. Its services include accounting, annual financial statements, tax, payroll and VAT administration, as well as wealth structuring, estate planning and coordination with specialist advisers.

DIMENSION SA

Since 1994 · 1–10 empl.

DIMENSION SA advises companies, shareholders and investors on business sales, acquisitions and valuations. Its services also include identifying acquisition targets, financial modelling, strategic advice and support throughout transactions.

Vestergaard Frandsen Family Office Sàrl

Since 2022 · 21–50 empl.

Vestergaard Frandsen Family Office Sàrl develops and manufactures insect-control fabrics and products for global health and agriculture. Its portfolio includes long-lasting insecticidal nets (PermaNet), Tiny Targets for vector control and ZeroFly insecticide-treated storage bags, and the organisation engages in research, manufacturing and partnerships to support disease control and post-harvest loss prevention.

Ravel investment Co SA

Since 2016 · 1–10 empl.

Ravel investment Co SA is a wealth management and investment company offering project financing, investment advisory, and real-estate management services. It provides tailored financing structures, structured finance solutions and asset- and portfolio-management support for investment and property transactions.

Valestra Group Sàrl

Since 2025 · 1–10 empl.

Valestra Group Sàrl is an independent financial intermediary providing private wealth management. Its services include tailored portfolio allocation, access to private markets, wealth structuring and succession planning.

Fondation Fern Moffat

Since 1991 · 1–10 empl.

Gurkarpori SA

Since 2018 · 1–10 empl.

FONDATION DE FAMILLE PERL

Since 2023 · 1–10 empl.

PCM Consulting Sàrl

Since 2025 · 1–10 empl.