Family office in
Lugano

VALEUR SA

Since 2015 · 1–10 empl.·5.0(4)

VALEUR SA operates in asset management and is authorised by FINMA to manage collective assets.

BANCA DEL CERESIO SA

Since 1958 · 51–100 empl.·5.0(1)

BANCA DEL CERESIO SA is a Swiss bank providing financial services and asset management. Its activities also include investment advice, corporate advisory and investment banking.

LC5 CONSULTING SA

Since 2011 · 1–10 empl.

LC5 CONSULTING SA provides family office services and yacht management for international clients. Yacht services include advice on registration, ownership structures, tax and regulatory compliance, as well as crew, finance, insurance and administrative support; additional services include brokerage, charters and refitting.

Global Concierge Services SA

Since 2015 · 1–10 empl.

Global Concierge Services SA is a family office providing personal services for families and businesses. Its services include relocation support with housing, school searches and administrative formalities, as well as home and interior design assistance, event planning, travel arrangements and medical-tourism advice.

Exalta SA

Since 2016 · 1–10 empl.

Exalta SA provides sports management for professional athletes, including career management, contract negotiations, transfer advice and talent placement. It also advises on image rights, sponsorship and sports-related legal matters, as well as activities in art, lifestyle and luxury.

Alium Advisory Sagl

Since 2020 · 11–20 empl.

Alium Advisory Sagl is a Swiss fiduciary firm providing strategic and financial advisory services to institutional, corporate and private clients. Its services include business consulting, accounting and tax services, fiduciary services, family office support, private equity fund advisory and corporate communications.

AGENDA INVEST AG

Since 2010 · 11–20 empl.·5.0(2)

AGENDA INVEST AG is a family office for entrepreneurs and their families. It supports them with wealth management, tax matters, wealth transfer, governance, estate planning, risk management, compliance, communication and financial education, and works across global investments.

GLOBAL CONSULT Sagl

Since 2017 · 1–10 empl.·5.0(6)

GLOBAL CONSULT Sagl provides fiduciary and business consulting services, including accounting, tax compliance, company formation and family office administration.

PM Fiduciaria Sagl

Since 2023 · 1–10 empl.

PM Fiduciaria Sagl is part of the PM Group and provides fiduciary, tax, corporate and business consulting services. Its core activities include accounting, audits, personnel administration, and tax declarations for individuals and legal entities.

LMP FINANCE Suisse SA

Since 2025 · 1–10 empl.

LMP FINANCE Suisse SA is an independent family office and asset manager serving private clients, entrepreneurial families and professionals. Its services include tailored investment management and assistance with succession and insurance planning, tax optimisation and real estate.

GKC Advisors SA

Since 2009 · 1–10 empl.

GKC Advisors SA is a multi-family office providing wealth and asset management and investment advisory services. It also offers real estate and family office services to individuals, families, trusts and charities.

KROWNE CAPITAL SOLUTIONS SA

Since 2019 · 1–10 empl.

KROWNE CAPITAL SOLUTIONS SA is an independent financial adviser offering wealth management and financial planning services. Its activities include portfolio analysis and monitoring, structuring investment products, family-office services, company transfers and corporate restructuring support.