Family Offices in
Baar

Aurum Advice GmbH

Since 2016 · 1–10 empl.

The core activity of Aurum Advice GmbH is the consulting and support of family-owned businesses and wealthy families in managing their assets, particularly in the development and implementation of shareholder agendas, structuring and executing M&A transactions, managing assets, risk management and optimizing investments. The company also offers services such as asset management consulting, wealth management, risk management and financial consulting.

RDH Verwaltungs GmbH

Since 2022 · 1–10 empl.

RDH Verwaltungs GmbH is a private investment office focused on global markets and private opportunities.

CSF Family Office AG

Since 2024 · 11–20 empl.·5.0(3)

CSF Family Office AG provides services in structuring, governance, finance, tax, risk and transactions. The company supports entrepreneurs and families in building, growing and managing businesses and wealth over the long term.

Robin Good Partners AG

Since 2025 · 1–10 empl.

Robin Good Partners AG provides services around a curated network of entrepreneurs, investors and shapers, organised through thematic Leadership Circles in an alpine setting. Its activities also include family office services for entrepreneurs, investment and value-creation work, philanthropic initiatives, and a creative studio in the Alps.

Anaviche AG

Since 2025 · 1–10 empl.

Anaviche AG acquires and develops apartment buildings in well-connected locations in Switzerland. The company also provides furnished living solutions, property management services, and data-based market analysis for real estate investment decisions.

Peak Capital AG

Since 2009 · 1–10 empl.

Peak Capital AG is an investment office owned by its founders and partners.

Implenium Holding AG

Since 2011 · 1–10 empl.

Implenium Holding AG is the parent of a corporate group that develops and manages focused strategies for its investments and participations. The company acts as a family office and investor in corporate and real estate projects, providing strategy development, planning, implementation and controlling to its subsidiaries and holding equity stakes in construction, real estate and service companies.

Treubera Family Office AG

Since 2012 · 1–10 empl.

Treubera Family Office AG provides family office services for private clients and families. The website refers to support in coordinating wealth, organizational, and administrative matters.

Jonic Capital AG

Since 2024 · 1–10 empl.

Jonic Capital AG is a boutique investment firm specializing in private equity, private debt, and global real estate investments. It provides bespoke financing and investment solutions for institutional investors, high-net-worth individuals and families, supported by an international team and a network of market specialists.

Lumaris Strategic, Inhaber Bruno Delpeuc'h

Since 2025 · 1–10 empl.

Lumaris Strategic, Inhaber Bruno Delpeuc'h provides strategic consulting and support services for companies, organisations and private clients. Its focus includes management, organisational and digital strategy, as well as structuring, governance and cross-border implementation.

Thaurum Capital Partners AG

Since 2025 · 1–10 empl.

Thaurum Capital Partners AG is an independent financial advisory firm serving corporations, family businesses, professional investors, and high-net-worth individuals. The company provides strategic consulting, education, and advisory services in areas such as capital allocation, risk management, portfolio restructuring, and succession planning.

Wenaq Group GmbH

Since 2026 · 1–10 empl.

Wenaq Group GmbH presents the EdelmetallGold website, where it offers physical gold purchases and describes a model with monthly rebate credits on gold purchases. The site also outlines delivery of fine gold bars, transparent processes, and information about buying gold.