Family Offices
in Switzerland

Fincor Finance SA

Zurich · Since 1985 · 1–10 empl.

Fincor Finance SA provides independent financial advice to entrepreneurial, institutional and private clients. Its services include corporate finance, institutional consulting and family office services, alongside asset management and private banking activities.

Landert Family Office AG

Zollikon · Since 1985 · 1–10 empl.

Landert Family Office AG provides tailored wealth management and advisory services for families, private individuals, companies and foundations. Since 2022 the firm no longer offers financial intermediation services; Dr. Gerhard Landert continues to perform research and advisory work.

Contreva Management AG

Baar · Since 1989 · 1–10 empl.

The core activity of Contreva Management AG consists of providing services in the areas of Business Establishment, SME Services and Family Office. Specifically, this includes supporting companies in their founding and establishment in Switzerland, providing services for small and medium-sized enterprises (SMEs) and managing and administering assets for private individuals and families.

Trobag AG

Zurich · Since 1994 · 1–10 empl.

Trobag AG provides tax, fiduciary and accounting services alongside legal, strategic and organisational advisory services and family office support. The firm serves international private clients, families, entrepreneurs and companies and uses its membership in the XLNC network to support multi-jurisdictional engagements.

DIMENSION SA

Lausanne · Since 1994 · 1–10 empl.

The core activity of Dimension SA consists of carrying out corporate acquisitions and transactions, particularly in the areas of Management Buy-In and Transmission et reprise d’entreprise (corporate succession). The company supports clients in the execution of corporate purchase and sale transactions and offers corresponding services.

THE MS OFFICE SA

Gland · Since 1996 · 1–10 empl.

THE MS OFFICE SA operates the Michael Schumacher Private Collection and presents a permanent exhibition of original racing cars, helmets, overalls and trophies from Michael Schumacher’s personal collection. The website also describes a companion app, audiovisual materials and a fan shop.

Helvetic Investor Group SA

Geneva · Since 1999 · 11–20 empl.

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

Family Office Services SwissTrust AG

Zurich · Since 1999 · 11–20 empl.

The core activity of SwissTrust Family Office Services AG is to provide wealth management services to high-net-worth individuals, family businesses, investment companies, asset managers, trustees, and foundations. Specifically, this includes: Investment reporting and consolidation, risk management and monitoring, asset management and consulting, securities accounting and portfolio optimization, and family office services. The company offers a digital platform that enables the consolidation of assets, monitoring of risks, and informed decision-making. The services are tailored to the needs of ultra-high-net-worth individuals and family businesses.

DIVERSIFICATION EUROPE SA

Geneva · Since 2000 · 1–10 empl.

DIVERSIFICATION EUROPE SA is a single-family office that oversees, manages and develops the family assets of its shareholders, with a primary focus on residential and commercial real estate. Its activities include company and property administration, sourcing and implementing investment opportunities, estate planning, administrative support and private concierge services.

Capital Management Partner AG

Zurich · Since 2000 · 1–10 empl.

The core activity of Capital Management Partner AG is the provision of financial services, particularly in the areas of: * Financial consulting * Asset management * Crypto advice (consulting on cryptocurrencies) * Trust transactions * FINMA guidance (advisory and support services for compliance with FINMA regulations). The company positions itself as a financial intermediary and offers personalized consulting and services for private individuals and companies.

Jaquet Partners AG

Basel · Since 2001 · 1–10 empl.

Jaquet Partners AG is a family office that maintains sustainable values and focuses on long-term investments. It plans, develops and builds its own real estate projects and invests in real estate, private equity (Swiss small- and mid-cap companies and venture investments in startups) as well as in listed securities and selected funds and managers.

Spectrum Value Management Ltd.

Jona · Since 2002 · 11–20 empl.

The core activity of Spectrum Value Management Ltd. is the management of industrial and private participations as a Family Office for the Thomas Schmidheiny family, supporting the family and its members in the development and implementation of their individual visions and entrepreneurial as well as financial ambitions.

Frey Family Office AG

Zurich · 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.

Candeo Corporate Services SA

Geneva · Since 2003 · 21–50 empl.

Candeo Corporate Services SA is an independent family office services provider offering bespoke trust, corporate and fiduciary services. Its services include company formation and administration, domiciliation and business-office solutions, special purpose vehicles, aviation-related services, provision of directors and secretaries, support for bank accounts, accounting & tax, and HR & payroll; it does not provide wealth management services.

DMG Armaturen GmbH

Brügg Be · Since 2005 · 11–20 empl.

The core activity of DMG Armaturen GmbH is the production and sale of raw fittings and accessories, in particular sanitary fittings and accessories, for water installation and distribution.

VALUEworks Management GmbH

Zurich · 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.

Balora SA

Glarus · Since 2005 · 11–20 empl.

Balora SA is an independent, entrepreneur-led investment holding that makes equity investments in start-ups and established projects and provides ongoing operational support to its portfolio partners. The company focuses on opportunities with growth or consolidation potential and applies defined due-diligence and investment criteria.

Calibrium AG

Zurich · Since 2006 · 1–10 empl.

The core activity of Calibrium AG is the establishment and management of assets for private clients as a Private Investment Office.

vPz-privileg ag

Hünenberg · Since 2006 · 1–10 empl.

vPz-privileg ag provides wealth and financial planning, investment advice, tax optimisation and family-office services. Its services include financial planning, mortgage and financing advice, succession planning and tailored SME solutions.

Vision Trading Distribution GmbH

Wollerau · Since 2007 · 1–10 empl.

Vision Trading Distribution GmbH is a strategic trust partner for private clients, entrepreneurs and family enterprises, providing discreet advisory on positioning, structure and market access. The firm offers services including market access and networking, strategic counsel and family office support to help clients establish a durable presence in Switzerland.

Alpina Fiduciaries SA

Nyon · Since 2007 · 1–10 empl.

The core activity of Alpina Fiduciaries SA is the provision of fiduciary services, i.e. services in the field of asset management, trust and administration of assets for private individuals and companies.

PROBUS TRUSTEES S.A.

Geneva · Since 2007 · 1–10 empl.

PROBUS TRUSTEES S.A. provides bespoke trust and estate planning and fiduciary services focused on wealth structuring, tax optimisation and asset protection. The company establishes and administers tailored corporate and fiduciary vehicles and works with clients' tax, legal and financial advisers, banks and asset managers to coordinate and simplify financial affairs.

WKF GESTION AG

Zurich · 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.

SVC Strategische Vermögens Controlling AG

Zug · Since 2008 · 1–10 empl.

SVC Strategische Vermögens Controlling AG provides family office services for wealthy private individuals, families and family offices. The company advises on governance, succession planning, asset structuring, as well as controlling, reporting and the administrative handling of complex wealth structures.

Wille Finance AG

Zug · Since 2009 · 21–50 empl.

The core activity of Wille Finance AG is the provision of financial services, particularly in the areas of Private Equity (VC/Buyout) and real estate investments.

box8 AG

Zurich · 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.

Black Pearl Capital SA

Geneva · Since 2009 · 11–20 empl.

Black Pearl Capital SA is a multi-family office and co-investment platform that manages proprietary and co-invested capital across private and public equity. Its investment focus includes real estate, hyperscale data centres, technology, financial services, and industrial and renewable energy, and it operates segregated private fund vehicles for co-investors.

FO Trust AG

Zurich · Since 2009 · 1–10 empl.

The core activity of FO Trust AG is the professional and independent support of wealthy private individuals and families, particularly in the coordination and execution of projects, in order to save clients time and fulfill their personal needs and wishes.

VALUEworks Consulting GmbH

Zurich · 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.

Eurotrust Family Office AG

Zurich · Since 2009 · 21–50 empl.

Eurotrust Family Office AG is an independent wealth management advisory firm offering national and international tax and succession planning, multi-client family office services, and corporate finance advisory. Services include wealth structuring and fiduciary/tax advice, coordination with asset managers and trustees, and support for M&A, IPO and private equity transactions.

BAUMGARTNER FAMILY OFFICE AG

Zurich · Since 2009 · 1–10 empl.

BAUMGARTNER FAMILY OFFICE AG is an independent multi-family office providing integrated services to high-net-worth clients, including wealth, estate and tax planning, legal and trustee services, and family governance. The firm also advises on M&A and company formation, private equity, real estate transactions and management, insurance solutions, project management, accounting and reporting, and philanthropic matters, and does not offer discretionary asset management to avoid conflicts of interest.

Weber & Frey Family Office AG

Zurich · Since 2009 · 1–10 empl.

Weber & Frey Family Office AG provides trust and advisory services for private clients. Its core activities include wealth planning, estate structuring, trusts, foundations, holding structures, reporting, administration, and support in selecting and supervising asset managers and custodian banks.

ARETAS AG

Basel · Since 2010 · 1–10 empl.

ARETAS AG is the family office and acts as a staff unit responsible for overseeing investments and carrying strategic responsibility. The company focuses on strategic management and structuring of direct and indirect investments—notably private equity—and on asset protection, investment controlling and the coordination of equity transactions.

Mantzke Family Office

Kastanienbaum · Since 2010 · 1–10 empl.

The core activity of Mantzke Family Office is the establishment and management of companies, trusts and foundations for private individuals and families, as well as the structuring and management of investments in Swiss real estate and private equity. This also includes services such as the creation of corporate documents, the management of bank accounts and credit cards, as well as the provision of accounting and trust services. The goal is to optimize and protect the assets of its clients.

Gehweg AG

Zurich · Since 2010 · 1–10 empl.

The core activity of Gehweg AG encompasses private equity investments and real estate investments, particularly in the area of affordable housing. The company also provides advisory services in the areas of M&A transactions, strategic succession planning and financing, especially for small-cap companies.

Rhône Family Office SA

Geneva · Since 2010 · 1–10 empl.

Rhône Family Office SA is a wealth management firm providing investment management and advisory services to private clients and families. The website presents a traditional asset-management approach and services aimed at preserving client patrimony and supporting wealth transfer.

LC5 CONSULTING SA

Lugano · Since 2011 · 1–10 empl.

LC5 CONSULTING SA provides family office services and yacht management and is licensed as a financial intermediary. Its services include fiduciary and structuring solutions, tax and legal advice, finance and accounting, as well as crew management, insurance and regulatory compliance for yachts.

SASIN Family Office SA

Bissone · 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.