Family office in the
Canton of Zurich

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

Companies

50 of 241 companies

VPZ Vermögens Planungs Zentrum AG

Since 2001 · 11–20 empl.5.0(87)

VPZ Vermögens Planungs Zentrum AG bietet unabhängige Finanz-, Vermögens- und Steuerberatung sowie Pensions- und Nachlassplanung an. Das Unternehmen erbringt ganzheitliche, persönliche Beratungsleistungen zu Vermögens- und Vorsorgefragen und ergänzt diese durch Dienstleistungen wie Immobilienberatung, Pflegeheimkostenplanung sowie Unterstützung bei Umzügen und Strukturierungsfragen im Ausland.

Asset managerWealth advisoryRetirement planningTax advisory

FINAD AG

Since 1976 · 21–50 empl.4.9(9)

FINAD AG is an independent financial advisory and family office firm. It advises families, entrepreneurs, foundations and companies on wealth planning and asset management, and provides services relating to private market investments, business and tax matters, and philanthropic commitments.

Family officeFamily Office ServicesAsset ManagementPrivate Market Investments

FINAD Family Office AG

Since 2008 · 21–50 empl.4.9(9)

FINAD Family Office AG is a family office and financial advisory firm advising wealthy families, entrepreneurs, institutional investors and foundations on strategic wealth planning, investment decisions, and governance, tax and philanthropic matters. Its services include family office services, asset management and private market investments, provided with an independent, holistic advisory approach.

Family officeFamily Office AdvisoryAsset ManagementPrivate Market Investments

Martellus GmbH

Since 1957 · 1–10 empl.

Martellus GmbH is a Swiss wealth management firm and multi-family office. It provides wealth management, investment office services and lifestyle management for private clients, companies and institutional investors.

Management consultantWealth ManagementInvestment OfficeLifestyle Management

Fincor Finance SA

Since 1985 · 1–10 empl.

Fincor Finance SA provides financial advice and services in corporate finance, institutional consulting and family office services. It serves entrepreneurial, institutional and private clients with financial expertise.

Family officeCorporate FinanceInstitutional ConsultingFamily Office Services

Landert Family Office AG

Since 1985 · 1–10 empl.

Landert Family Office AG conducts research on the global economy and financial markets and provides advisory services. Since 2022, the company has no longer offered financial intermediary services.

Family officeWealth management and asset careAdvisory servicesResearch

Trobag AG

Since 1994 · 1–10 empl.

Trobag AG is a fiduciary and consulting firm providing tax advice, bookkeeping and financial reporting. Its services also include business advisory, organisation and administration, as well as international fiduciary services and wealth structuring.

Family officeAdvisoryOrganisation, Administration, AccountingTax & Fiduciary

Family Office Services SwissTrust AG

Since 1999 · 11–20 empl.

Family Office Services SwissTrust AG provides independent financial advisory and administrative services to individuals, families and professional clients. It consolidates assets held across banks and asset classes, and provides reporting and analysis on performance, costs and risks.

Family officeReporting & MonitoringReporting OnlyFinancial Partner Selection

Frey Family Office AG

Since 2002 · 1–10 empl.

Frey Family Office AG provides fiduciary, trust, and legal advisory services for private clients in Switzerland and abroad. The company supports wealth planning, estate structuring, the establishment and administration of trusts, foundations and holding structures, as well as reporting, administration, and the selection of asset managers and custodian banks.

Family officeFiduciary & Trust ServicesPhilanthropyReporting & Administration

VALUEworks Management GmbH

Since 2005 · 11–20 empl.

VALUEworks Management GmbH is a multi-family office that provides family advisory, wealth-structure management and investment consulting. Its services also include reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

Family officeFamily AdvisoryStructure ManagementInvestment Consulting

Calibrium AG

Since 2006 · 1–10 empl.

Calibrium AG is a private investment office focused on investment activities.

Asset managerPrivate Investment Office

WKF GESTION AG

Since 2007 · 1–10 empl.

The core activity of Wehinger Kaelin Ferrari AG (wkf ag) is legal counsel and consulting with a specialization in Swiss and international contract, trade and corporate law, inheritance law, estate planning, insolvency law, restructuring, family office services, litigation and international arbitration.

Family officeSwiss and International Contract Law, Commercial Law and Corporate LawInheritance Law and Estate PlanningInsolvency Law and Restructuring

box8 AG

Since 2009 · 1–10 empl.

box8 AG is a company focused on family office activities. The website provides contact and imprint information, as well as details on the persons authorized to represent the company.

Family officeFamily Office

VALUEworks Consulting GmbH

Since 2009 · 11–20 empl.

VALUEworks Consulting GmbH is a multi-family office offering family advisory, wealth/structure management and investment consulting services. The firm also provides reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

Family officeFamily AdvisoryWealth Structuring & ManagementInvestment Consulting

Eurotrust Family Office AG

Since 2009 · 21–50 empl.

Eurotrust Family Office AG is an independent wealth management advisory firm and multi-client family office. It advises families and businesses on international asset, tax and succession planning, and provides fiduciary and corporate finance services.

Family officeFamily Office ServicesTax & Fiduciary ServicesCorporate Finance

BAUMGARTNER FAMILY OFFICE AG

Since 2009 · 1–10 empl.

BAUMGARTNER FAMILY OFFICE AG is an independent multi-family office serving individuals and families. Its services include wealth, estate and tax planning, legal and fiduciary advice, family governance, and support with business and real estate transactions; it does not provide asset management.

Family officeWealth ManagementEstate, wealth and tax planningM&A, company formations and business consulting

Weber & Frey Family Office AG

Since 2009 · 1–10 empl.

Weber & Frey Family Office AG provides trustee and fiduciary services, legal advice, and wealth planning for private clients. Its activities include estate structuring, establishing and managing trusts, foundations and holding structures, philanthropic planning, and reporting and administration.

Family officeFiduciary and legal advisoryTrust structures and wealth structuringPhilanthropic advisory

Gehweg AG

Since 2010 · 1–10 empl.

Gehweg AG is a Swiss family office and private equity investor that supports companies with small-cap financing, M&A transactions and succession planning. It also invests in and manages real estate, including residential projects focused on affordable housing.

Family officeReal estate investments and managementPrivate equity investmentsMandate management

BAUMGARTNER ADVISORY AG

Since 2014 · 1–10 empl.

BAUMGARTNER ADVISORY AG is an independent multi-family office providing wealth, estate and tax planning as well as trust and legal services. Its service scope includes family governance, M&A and company formation, real estate and private equity services, insurance solutions and project management, including accounting and reporting.

Family officeWealth ManagementEstate, wealth and tax planningLegal advice

Swissbridge Advisory AG

Since 2015 · 1–10 empl.

Swissbridge Advisory AG provides independent advisory services to family offices, companies and investors. Its work includes investment strategies, IPO and financing advice, strategic transformation, M&A, family governance and support for capital market transactions.

Management consultantServices for Family OfficesIPO and financing advisoryStrategic advisory

Kellins AG

Since 2015 · 1–10 empl.

Kellins AG is an independent asset manager licensed by FINMA. It provides discretionary asset management, investment advice and execution-only order transmission. Services on request also include family-office support and structuring financial products.

Asset managerWealth ManagementInvestment AdvisoryExecution Only

Arabella Family Office AG

Since 2017 · 1–10 empl.

Arabella Family Office AG provides comprehensive, personalised advice and support to families with complex asset structures. Its work considers both assets and personal needs when developing strategies and draws on an international network of specialists.

Family officeFamily Office Advisory and Support

Sardona Group AG

Since 2018 · 1–10 empl.

Sardona Group AG provides tailored wealth management, investment advisory and asset management services, as well as brokerage, trading and custody solutions.

Asset managerWealth managementInvestment advisoryAsset management

Conduct AG

Since 2019 · 11–20 empl.

Conduct AG is a fiduciary services and wealth-planning firm. Its services include wealth planning, family and business governance, trust and private-office services, philanthropy, and strategic consulting.

Family officeWealth Planning & Family and Business GovernanceFiduciary, Trust and Private Office ServicesImpact and Philanthropy Advisory

FUTUN: FamilienUnternehmerTUN GmbH

Since 2019 · 11–20 empl.

The company FUTUN offers consulting and accompaniment services for entrepreneurial families in the German-speaking region, particularly in the areas of: Family consulting and accompaniment (e.g. development of family constitutions, mediation, conflict resolution), Corporate consulting (e.g. development of guiding principles, succession planning, appointment of committees), Wealth consulting (e.g. development of wealth culture and governance, distribution and use of funds strategy), Personal consulting for owners and shareholders (e.g. vision development, life goal planning, mentoring). The core activity of the company is to support entrepreneurial families in shaping transformation processes and developing long-term strategies for their families, companies and assets.

Management consultantSuccession support for entrepreneurial familiesFamily strategy and governance supportWealth and wealth governance support

Verestate 1 AG

Since 2024 · 21–50 empl.

Verestate 1 AG is an independent multi-family office offering wealth management, family office services, fund investments, direct investments and real estate services. The company supports entrepreneurs, families and investors with long-term asset management, private market investments and property-related services.

Family officeWealth ManagementFamily Office ServicesDirect Investments

SG Asset Management AG

Since 1983 · 1–10 empl.

Asset manager

Moonstone Investment Management GmbH

Since 1991 · 1–10 empl.

Asset manager

Indevise Group AG

Since 2020 · 1–10 empl.

Indevise Group AG is a privately managed family office active in real estate, digitalisation and future trends. It makes direct and indirect investments, develops business ideas and provides advisory services and board mandates.

Family officeReal estate investments, digitalisation and future trendsReal estate developmentDigitalisation consulting and digital business development

SFO Trust AG

Since 2021 · 1–10 empl.

SFO Trust AG is a FINMA-regulated trust company. It provides fiduciary, trust and wealth structuring solutions for high-net-worth individuals and families worldwide.

Family officeFiduciary, Trust and Wealth Structuring Services

Groundlake Partners AG

Since 2021 · 1–10 empl.

Groundlake Partners AG provides impact advisory, investment and philanthropy services focused on supporting a regenerative future. The firm operates as a network of investors, philanthropists and families engaged in mission-aligned capital and advisory activities.

Family officeImpact AdvisoryInvestment AdvisoryWealth Management

Verium AG

Since 2011 · 21–50 empl.5.0(2)

Verium AG is an independent multi-family office serving entrepreneurs, families, and investors. Its services include wealth management and family office support, as well as investments in private markets, direct investments, and real estate.

Family officeWealth ManagementFamily Office ServicesFund Investments

AKUNI GmbH

Since 2015 · 1–10 empl.4.3(3)

AKUNI GmbH provides advisory and support services to families and businesses in social and private insurance, pensions, AHV/IV, trust services and administration. Its services include bookkeeping, tax returns, business advice and general legal guidance, with external specialists engaged when needed.

Family officeFamily Office ServicesFiduciary servicesCompany formation

Aquila Associates Family Office AG

Since 2018 · 1–10 empl.4.3(3)

Aquila Associates Family Office AG is a partner company of the Aquila platform, a network of independent asset managers and family offices.

Family officeLegal, Compliance & RiskFiduciary & AccountingHR & Administration

Birn Executive Search & Consulting Switzerland GmbH

Since 2023 · 1–10 empl.5.0(1)

Die Gesellschaft bezweckt die Erbringung von Dienstleistungen in den Bereichen Executive Search und Unternehmensberatung. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften im In- und Ausland errichten und sich an anderen Unternehmen im In- und Ausland beteiligen sowie alle Geschäfte tätigen, die direkt oder indirekt mit ihrem Zweck in Zusammenhang stehen. Die Gesellschaft kann im In- und Ausland Grundeigentum erwerben, belasten, veräussern und verwalten.

Management consultantExecutive SearchLeadership DevelopmentOnboarding

Jacobs Private Office AG

Since 2025 · 1–10 empl.

Jacobs Private Office AG is a European investment firm focused on control or co-control investments in businesses. Its activities center on the sectors Business Services, Consumer, Education and Healthcare, with an active partnership approach to growth and operational improvement.

Family officePrivate Equity InvestmentsCompany Building and Growth CapitalSector-Focused Portfolio Investing

Trigon Investment Advisors AG

Since 2009 · 1–10 empl.3.5(11)

Trigon Investment Advisors AG provides investment advice and asset management, primarily using direct investments in developed markets. Its services also include succession planning, support with tax and legal matters, and the development of frameworks for family governance.

Asset manager

Arise Partners AG

Since 2023 · 1–10 empl.

Arise Partners AG is an independent asset manager offering wealth management and family office services to individuals, families and institutional clients. Its services include investment strategies, portfolio management, risk management and succession planning.

Asset managerAsset managementFamily OfficeInvestor advisory and strategy

Aquila Balmoral AG

Since 2023 · 1–10 empl.

Aquila Balmoral AG is an independent wealth management firm serving private and corporate clients. Its services include wealth management, family office services, and wealth, tax and estate planning.

Asset managerWealth managementFamily Office ServicesWealth planning

Ascentus AG

Since 2023 · 1–10 empl.

Ascentus AG is an independent wealth and asset management company serving high-net-worth individuals and families. The FINMA-licensed firm provides asset management and investment advice, as well as services in financing, wealth planning, banking and due diligence.

Asset managerWealth ManagementInvestment AdvisoryFinancing

UCEA Capital Group GmbH

Since 2024 · 11–20 empl.

UCEA Capital Group GmbH is a single family office that makes direct and co-investments in companies. Its investment areas include sports and wellbeing, healthcare and life sciences, technology and financial inclusion, and energy and sustainability; it also provides access to specialist expertise and advisory services.

Family officeFamily-Office InvestmentsStrategic Stakes and Portfolio InvestmentsPrivate Investment Community and Roadshows

Rothorn Trust AG

Since 2023 · 1–10 empl.

Rothorn Trust AG is a multi-family office providing independent wealth and family-office services to private clients and families. It operates a platform that connects clients, collaborates with a curated network of external specialists, does not offer proprietary financial products and is remunerated through an annual fee to maintain advisory independence.

Family officeMulti-Family OfficeClient platform

Ecofin Development AG

Since 2025 · 1–10 empl.

Ecofin Development AG is an independent wealth advisory and investment office serving private and institutional clients. The company provides tailored investment strategies, portfolio advisory, reporting, and administrative support, and operates without proprietary products.

Asset managerWealth ManagementStrategic Investment AdvisoryConsolidation and Reporting

Interhold AG

Since 1946 · 1–10 empl.5.0(1)

The core activity of Interhold AG is the provision of Family Office services, including: wealth management and protection, strategic consulting, succession planning, investment strategy, selection and monitoring of asset managers, fiduciary services, including accounting, controlling and planning, and representation of clients in corporate and foundation bodies. The company positions itself as an independent, transparent and long-term oriented partner for wealthy families and individuals, offering a comprehensive range of services to protect and increase their wealth and legacy.

Family officeSingle Family Office & Private Trust Company

Finanz Konzept Family Office GmbH

Since 2025 · 1–10 empl.

Finanz Konzept Family Office GmbH provides family office services and advisory and support services for individuals and companies. Its activities include financial and wealth advice, retirement and succession planning, coordinating and monitoring service providers, and assisting with tax and legal matters and with the establishment, administration and succession of companies.

Management consultantFamily Office ServicesAsset Management

Lioner International Consultancy AG

Since 2025 · 1–10 empl.

Asset managerInsurance Advisory and Insurance SolutionsTrust and Fiduciary AdvisoryFamily Office Advisory

Mosaik Capital AG

Since 2022 · 1–10 empl.

Mosaik Capital AG supports family offices and families in managing their investments. It provides an investment office as a service, covering holistic asset allocation and risk control, and coordinates banks, asset managers and independent specialists.

Family officeInvestment Office as a ServiceWealth Allocation and Asset AllocationMandating Banks and Asset Managers

Amana Wealth AG

Since 2023 · 1–10 empl.

Amana Wealth AG is an asset manager and family office advising families on investing, structuring, preserving and transferring their wealth. Its services include strategic asset allocation, transaction support, succession planning, philanthropy advice and education for the next generation.

Family officeFamily Office AdvisoryBusiness Consulting and Transaction SupportWealth Structuring

Pilotage Private Wealth AG

Since 2013 · 1–10 empl.5.0(1)

Pilotage Private Wealth AG provides wealth management and investment advisory services to private clients, families and family offices with cross-border financial affairs. Its services include wealth and succession planning, investment strategies, and coordination of banking relationships and wealth structures.

Family officePrivate WealthWealth ManagementFinancial Planning

Moosmann Advisors AG

Since 2014 · 1–10 empl.5.0(1)

The core activity of Moosmann Advisors AG is the independent and multidisciplinary consulting of family businesses, family offices and entrepreneurs in the areas of succession planning, wealth planning, tax planning, philanthropy and direct investments, with the goal of preserving and increasing the human, social and financial wealth of these families across generations.

Family officeFamily office advisorySuccession and family business advisoryTax and estate planning