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.
50 of 67 companies
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Beltrami Gian Francesco
Since 2026 · 1–10 empl.
ALUDRA SA
Since 1976 · 1–10 empl.
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.
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.
Società di Investimenti ed Amministrazioni (S.I.A.) SA
Since 1963 · 1–10 empl.
Fondazione Federico e Edvige Kever
Since 1982 · 1–10 empl.
Value International Consulting SA
Since 2006 · 1–10 empl.
FADLON CONSULTING SA
Since 2009 · 1–10 empl.
Lighthouse International SA
Since 2011 · 1–10 empl.
PROSPERITY INVEST SA
Since 2012 · 1–10 empl.
COMMERCIAL GROUP SA
Since 2012 · 1–10 empl.
FVR Management SA
Since 2012 · 1–10 empl.
AMFID di Alessandro Maestri
Since 2013 · 1–10 empl.
Finance & Logistics Projects Sagl
Since 2014 · 1–10 empl.
Tree Capital Investments Sagl
Since 2015 · 1–10 empl.
QUERCIA SA
Since 2015 · 1–10 empl.
Avdue Sagl
Since 2016 · 1–10 empl.
Esse Effe Service Sagl
Since 2017 · 1–10 empl.
VERAT SA
Since 2018 · 1–10 empl.
MISKINA OKSZANA
Since 2019 · 1–10 empl.
SPYRAL Fleet & Services GmbH
Since 2019 · 1–10 empl.
Global Family Office SA
Since 2020 · 1–10 empl.
GISEV SGT Sagl
Since 2021 · 1–10 empl.
DVB Multi Family Office SA
Since 2021 · 1–10 empl.
EsseBiPi Sagl
Since 2022 · 1–10 empl.
GE.CO.TI. Sagl
Since 2022 · 1–10 empl.
Family office in the Canton of Ticino
Family office in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 7, 2026
Largest places
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