Family office in the
Canton of Ticino

67 companies in Family office based in the Canton of Ticino — name and year of registration from the commercial register.

Companies

50 of 67 companies

VALEUR SA Logo

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.

Family officeFamily officeWealth managementConsulting
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #1
BANCA DEL CERESIO SA Logo

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.

Family officeWealth managementInvestment advisoryCustody and trading
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
LC5 CONSULTING SA Logo

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.

Administrative servicesFamily office servicesYacht management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
SASIN Family Office SA Logo

SASIN Family Office SA

Since 2011 · 1–10 empl.

SASIN Family Office SA connects selected investors and family offices to Swiss real estate, providing property sourcing, comprehensive due diligence, transaction support and long‑term property management. Its services target family offices and UHNWIs and include private consultations, live strategy presentations and curated off‑market CHF‑denominated investment opportunities.

Family officeSwiss Real Estate Investment AdvisoryOff-Market Property Sourcing and CurationDue Diligence and Transaction Support
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
KFB Fiduciaria SA Logo

KFB Fiduciaria SA

Since 2015 · 1–10 empl.

KFB Fiduciaria SA provides fiduciary, tax and administrative services to businesses. It advises national and international companies through incorporation, start-up and day-to-day or extraordinary management, including support with tax, accounting and administrative matters.

Family officeFiduciary tax, administrative and corporate servicesGenerational transfers, succession planning and asset protectionTax and pension consulting for individuals
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #5
Global Concierge Services SA Logo

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.

Family officeFamily officeProperty search and relocationHome and private management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
Exalta SA Logo

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.

Event agencyImage Rights and SponsorshipSports Legal AdviceSports Career Management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
Alium Advisory Sagl Logo

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.

Management consultantBusiness consultingAccounting and tax servicesFiduciary services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
EC Global Consulting Sagl Logo

EC Global Consulting Sagl

Since 2012 · 1–10 empl.5.0(6)

EC Global Consulting Sagl is a fiduciary and consulting firm serving businesses and families. Its services include commercial, business and legal consulting, accounting and tax support, as well as family-office services and the administration of family interests and assets.

Family officeFiduciary advisoryCommercial, accounting and tax advisoryFamily office
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #9
AGENDA INVEST AG Logo

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.

Asset managerAsset management & investment advisoryCorporate finance & direct investmentFamily governance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #10
GLOBAL CONSULT Sagl Logo

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.

Family officeFiduciary advisory for commercial, corporate and legal mattersAccounting and administrative servicesTax advisory and assistance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #11
PM Fiduciaria Sagl Logo

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.

Family officeGlobal services and family wealthTax and pension advisoryAsset regularisation
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #12
ZHAR SA Logo

ZHAR SA

Since 2018 · 1–10 empl.5.0(1)

ZHAR SA is an entrepreneur office and venture studio that develops brands and businesses and builds its own ventures. Its activities span consumer goods, food, industrial innovation, hospitality and wellness, with services ranging from ideation and brand strategy to validation and commercialisation.

Management consultantVenture StudioBrand and venture portfolioLuxury Swiss chocolate (CimaNorma)
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #13
Fiduciaria Fontana SA Logo

Fiduciaria Fontana SA

Since 1998 · 1–10 empl.1.0(2)

Fiduciaria Fontana SA provides fiduciary services and tax, corporate and administrative advice to individuals and businesses. Its services include bookkeeping, annual financial statements, tax and VAT returns, and payroll and personnel administration.

Family officeGlobal services and family wealthTax and pension consultingWealth regularisation
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #14
LMP FINANCE Suisse SA Logo

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.

Asset managerDiscretionary Portfolio ManagementPortfolio AdvisoryFamily Office Services
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #15
Nievergelt & Stoehr SA Logo

Nievergelt & Stoehr SA

Since 2026 · 21–50 empl.

Nievergelt & Stoehr SA provides legal advice and representation for individuals, businesses and public institutions, as well as notarial services. The group also offers wealth, investment, estate and financial planning for individuals and families.

LawyerLegal advisory and litigationNotarial servicesFamily office
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #16
GKC Advisors SA Logo

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.

Asset managerWealth & Asset ManagementReal EstateFamily Office Services
No score yet
SPYRAL Holding SA Logo

SPYRAL Holding SA

Since 2019 · 1–10 empl.

SPYRAL Holding SA is an autonomous family office that provides entrepreneurial oversight of corporate investments (active investments) and manages passive financial investments without strategic implications. It offers family office services and supports charitable projects; the group is self-financed and does not accept third‑party investments.

Family officeFamily OfficeActive participation managementPassive financial investments
No score yet
KROWNE CAPITAL SOLUTIONS SA Logo

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.

Asset managerServices
No score yet
GLOBAL THOT SA Logo

GLOBAL THOT SA

Since 2020 · 1–10 empl.

GLOBAL THOT SA provides business, tax, accounting and administrative advisory services to companies and individuals. Its services also include personnel management, family office and relocation support, and real estate brokerage and management.

Family officeBusiness advisoryTax consultingAccounting and administrative advisory
No score yet
De-Facto Swiss Sagl Logo

De-Facto Swiss Sagl

Since 2021 · 1–10 empl.

De-Facto Swiss Sagl supports families and individuals by coordinating administrative, asset-related and financial needs. Its services include family budget organisation, administrative, financial and legal coordination, family advisory and training.

Family officeFamily budget organisation and managementFinancial coordinationAdministrative coordination
No score yet
Sternou Capital Logo

Sternou Capital

Since 2022 · 1–10 empl.

The core activity of Sternou Capital is the management of assets (Asset Management) for the founder's family and their closest family members. The company invests in various assets, utilizing modern trading technologies, an extensive investment network, and good timing to invest successfully. Sternou Capital focuses on sustainable investments that contribute to a better future for all.

Family officeAsset ManagementDue Diligence
No score yet
M&PARTNERS FINANCE SA Logo

M&PARTNERS FINANCE SA

Since 2025 · 1–10 empl.

M&PARTNERS FINANCE SA is an independent wealth management company and family office. Its services include asset management and analysis, succession and insurance planning, and domestic and international tax planning. It is authorized and supervised by FINMA.

Asset managerFamily OfficeWealth ManagementBanking Solutions and Investment Support
No score yet
Andrea Colosio Advisory Logo

Andrea Colosio Advisory

Since 2026 · 1–10 empl.

Andrea Colosio Advisory advises family offices, wealth managers and related financial businesses on operations, organisation, technology and digitalisation. Its services include process design, automation, risk and control frameworks, and reporting; it does not provide regulated investment, tax or legal advice.

Management consultantOperations and Organisational AdvisoryTechnology and Automation AdvisoryRisk, Controls and Governance Advisory
No score yet
Beltrami Gian Francesco Logo

Beltrami Gian Francesco

Since 2026 · 1–10 empl.

LawyerLegal advisoryFamily office advisoryFintech advisory
No score yet
ALUDRA SA Logo

ALUDRA SA

Since 1976 · 1–10 empl.

Family office
No score yet
RETSLE AG Logo

RETSLE AG

Since 2020 · 1–10 empl.

RETSLE AG is a company whose website currently provides only contact and legal notice information. The available content does not state any specific products or services.

Family office
No score yet
Intimar Capital Sagl Logo

Intimar Capital Sagl

Since 2022 · 1–10 empl.

The core activity of Intimar Group is to provide alternative asset management services, particularly in the areas of: Fund Placement (capital raising for funds), LP & GP Advisory (advisory services for Limited Partners and General Partners), Development Project Investment Advisory (advisory services for investments in development projects), Real Estate Brokerage (real estate brokerage services), and Alternative Investments (alternative investment forms). The company positions itself as a Placement Agent and offers specialized services to institutional investors and fund managers to raise capital and identify investment opportunities.

Management consultant
No score yet
SD

Società di Investimenti ed Amministrazioni (S.I.A.) SA

Since 1963 · 1–10 empl.

Family office
No score yet
FF

Fondazione Federico e Edvige Kever

Since 1982 · 1–10 empl.

Family office
No score yet
VI

Value International Consulting SA

Since 2006 · 1–10 empl.

Event agency
No score yet
FC

FADLON CONSULTING SA

Since 2009 · 1–10 empl.

Family office
No score yet
LI

Lighthouse International SA

Since 2011 · 1–10 empl.

Event agency
No score yet
PI

PROSPERITY INVEST SA

Since 2012 · 1–10 empl.

Photographer
No score yet
CG

COMMERCIAL GROUP SA

Since 2012 · 1–10 empl.

Family office
No score yet
FM

FVR Management SA

Since 2012 · 1–10 empl.

Administrative services
No score yet
AD

AMFID di Alessandro Maestri

Since 2013 · 1–10 empl.

Family office
No score yet
F&

Finance & Logistics Projects Sagl

Since 2014 · 1–10 empl.

Family office
No score yet
TC

Tree Capital Investments Sagl

Since 2015 · 1–10 empl.

Family office
No score yet
QS

QUERCIA SA

Since 2015 · 1–10 empl.

Family office
No score yet
AS

Avdue Sagl

Since 2016 · 1–10 empl.

Family office
No score yet
EE

Esse Effe Service Sagl

Since 2017 · 1–10 empl.

Family office
No score yet
VS

VERAT SA

Since 2018 · 1–10 empl.

Event agency
No score yet
MO

MISKINA OKSZANA

Since 2019 · 1–10 empl.

Family office
No score yet
SF

SPYRAL Fleet & Services GmbH

Since 2019 · 1–10 empl.

Administrative services
No score yet
GF

Global Family Office SA

Since 2020 · 1–10 empl.

Family office
No score yet
GS

GISEV SGT Sagl

Since 2021 · 1–10 empl.

Family office
No score yet
DM

DVB Multi Family Office SA

Since 2021 · 1–10 empl.

Family office
No score yet
ES

EsseBiPi Sagl

Since 2022 · 1–10 empl.

Administrative services
No score yet
GS

GE.CO.TI. Sagl

Since 2022 · 1–10 empl.

Asset manager
No score yet

Family office in the Canton of Ticino

67Family officeCommercial register (Zefix) · as of November 7, 2026
2019Median year of registrationCommercial register (Zefix) · as of November 7, 2026
67in the Canton of TicinoCommercial register (Zefix) · as of November 7, 2026
1,159in SwitzerlandCommercial register (Zefix) · as of November 7, 2026
Locations

Family office in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of November 7, 2026

Largest places

Lugano37