Family Offices in
Geneva

SEG "Support Etudes et Gestion" Sàrl

Since 2016 · 1–10 empl.

SEG "Support Etudes et Gestion" Sàrl is a family office that provides fund management services.

DOXOM CAPITAL SA

Since 2017 · 1–10 empl.

The core activity of DOXOM Capital SA is the identification and investment in promising real estate projects as a Family Office.

Foster Swiss SA

Since 2018 · 1–10 empl.

Foster Swiss is a consulting firm specializing in the digital transformation of financial institutions and companies. The core activities include: Implementation of companies, particularly in the areas of international private banking and commercial banking; Strategy development and implementation in the Fintech sector, including licensing and regulatory requirements; Consulting on the implementation of payment systems and cybersecurity measures; International tax strategy and reduction; Support for Mergers & Acquisitions and participation in Fintech projects; Management of technology and innovation, including talent scouting and partnerships. Overall, the company focuses on the digital transformation of financial institutions and companies, with a strong emphasis on Fintech, Cybersecurity, and international tax strategy.

Latsco Family Office SA

Since 2020 · 1–10 empl.

Latsco Family Office SA operates in the shipping and marine management sector. The website describes the operation of an international fleet of tankers, gas carriers, LNG carriers and other vessel types, together with related services.

JAR Properties SA

Since 2024 · 11–20 empl.

JAR Properties SA provides private wealth management and family office services, including investment advice, discretionary portfolio management and consolidation of client assets. It serves families, entrepreneurs and institutional clients and operates with a network of banking and custody partners.

Meta Octav Group SA

Since 2025 · 1–10 empl.

Meta Octav Group SA is a strategic advisory firm specializing in the formation and structuring of companies, trusts and foundations. The firm provides services including company incorporations, corporate support, trust and fiduciary services, family office and estate/succession planning, regulatory and legal advisory, banking solutions and investment-related services for private, corporate and institutional clients.

Rhone High Value Asset Services SA

Since 2019 · 21–50 empl.·4.0(1)

Rhone High Value Asset Services SA provides advisory and management services for high-value personal assets such as yachts, private jets, classic cars and art collections. Services include tax, VAT and customs advice, ownership structuring, registration, operation, accounting and cost control.

Laka Wealth SA

Since 2025 · 1–10 empl.

Laka Wealth SA provides financial engineering and wealth management services, with tailored investment solutions for asset managers, family offices and private banking clients. The company focuses on advisory services, investment solutions and technology tools for portfolio management.

KAIROS Family Office SA, succursale de Genève

Since 2025 · 1–10 empl.

KAIROS Family Office SA, succursale de Genève is a family office that supports entrepreneurs and medical professionals in organising and managing their wealth. Its services include wealth and succession planning, tax advisory, pension planning, risk management (insurance) and assistance with tax returns and real-estate transactions.

Jupiter Wealth Advisors SA

Since 2026 · 51–100 empl.

Jupiter Wealth Advisors SA provides investment advisory, wealth planning, and corporate finance advisory services for family offices, entrepreneurs, professionals, and institutional and corporate clients. The firm also offers bespoke services related to wealth structuring, mobility, philanthropy, and administrative support.

ORDIA GESTION SA

Since 2026 · 1–10 empl.

ORDIA GESTION SA is an independent wealth management firm. The company provides private wealth management, wealth planning, family office services, and tax optimisation.

KENDRIS International AG

Since 2026 · 1–10 empl.

KENDRIS International AG is an international advisory and fiduciary services firm for private individuals, family offices, entrepreneurs, corporations and institutional clients. Its services include trusts and fiduciary work, corporate services, fund solutions, business advisory, tax advice, legal advice, family office services, reporting and governance.

KENDRIS Schweiz AG

Since 2026 · 1–10 empl.

KENDRIS Schweiz AG is an international advisory and fiduciary services firm serving private individuals, family offices, entrepreneurs, corporations and institutional clients. Its services include fiduciary and corporate services, tax and legal advice, family office support, fund solutions, reporting and accounting, as well as art, philanthropy and aviation/yachting services.

Dialogue Private Office Limited, London, succursale de Genève

Since 2026 · 1–10 empl.

Dialogue Private Office Limited, London, succursale de Genève is a boutique private wealth consultancy. The firm provides lawyer-led, multidisciplinary support in general counsel, governance design, mediation, and director and officer services for high-net-worth individuals and their structures.

Bayard SA

Since 2011 · 11–20 empl.

The core activity of Bayard SA is the management of a Family Office, specialized in wealth management and provision of services for private individuals and families. The services include, among others: wealth management and monitoring, real estate management, administrative support, lifestyle services, and consolidation and global reporting. The company provides its clients with personalized and tailored support to meet their financial, personal and professional needs.

Platinum Swiss Partners SA

Since 2016 · 1–10 empl.

The core activity of Platinum Swiss Partners is the provision of wealth management and family office services for private individuals, families and companies. This includes the development of individual asset management plans, the management of investments, risk management and the provision of financial advisory services.

BE LIONS Sàrl

Since 2016 · 1–10 empl.

The core activity of Be Lions SARL is wealth management, particularly the management of assets for private clients and families, as well as the structuring of private loans and the brokerage of financing solutions in the field of trade finance.

ASD 48 Family Office SA

Since 2020 · 1–10 empl.

ASD 48 Family Office SA is a single family office that manages the interests of Nizar Assaad and his children Mayya, Nada and Jamil. It oversees investments and philanthropic activities, including support for charities assisting Syrian refugees and internally displaced persons.

Founder Office Sàrl

Since 2022 · 1–10 empl.

Founder Office Sàrl is a family office focused on growth and investment, diversification, and special projects. Services include advisory, business development, go-to-market planning, project management, sourcing business opportunities and on‑demand concierge services for members.

Marchard TechVest Sàrl

Since 2025 · 1–10 empl.

Marchard TechVest Sàrl is an investment firm focusing on early-stage investments in technology-driven startups across Europe and the APAC region, with an emphasis on data compliance and secure communications solutions.

Rujora SA

Since 2025 · 1–10 empl.

Rujora SA is a lifestyle office that provides discreet personal and business support services. Its work includes lifestyle architecture, curated sourcing of art, jewelry and timepieces, personal concierge services, and corporate and diplomatic support.

Family & Co. SA

Since 2025 · 1–10 empl.

Family & Co. SA provides advisory and entrepreneurship services. The website presents the company as a Swiss corporation and offers a contact form for enquiries.

Helverra Capital SA

Since 2025 · 1–10 empl.

Helverra Capital SA is a private family office that stewards private family capital and selectively evaluates long-term investment and partnership opportunities. Its focus is on independent judgment, discipline, integrity, and building enduring value.

Astrum Development Services Sàrl

Since 2025 · 1–10 empl.

Astrum Development Services Sàrl provides consulting and support services in financial services, administrative and tax matters, family office activities, and concierge services. The company also assists with wealth structuring, real estate matters, residence and migration formalities, and the organisation of sports and leisure activities.

Cinget Partners SA

Since 2025 · 1–10 empl.

Cinget Partners SA is a Swiss single-family office focused on safeguarding, managing, and growing family wealth. The company combines disciplined investment management with long-term stewardship for multi-generational wealth preservation.

Lusignan Sàrl

Since 2026 · 1–10 empl.

Lusignan Sàrl provides wealth advisory, wealth management and family office services. Its work includes portfolio construction, wealth structuring, financing support and guidance for entrepreneurs, executives, cross-border workers and non-residents.

Gorilla Asset Management SA

Since 2026 · 1–10 empl.

Gorilla Asset Management SA is an independent wealth manager focused on asset management, family office services and investment monitoring. The company provides tailored solutions for private and institutional clients, with an emphasis on independent management, transparency and risk control.

Kanz Holding SA

Since 2026 · 1–10 empl.

Kanz Holding SA provides discretionary portfolio management services according to its website. The company serves approved clients and focuses on discreet, long-term investment solutions within Switzerland.

Little Whale Real Estate SA

1–10 empl.

Little Whale Real Estate SA provides wealth management and family office services. The company offers discretionary portfolio management, investment advisory, and family office support including reporting, tax structuring, succession planning, and family governance.

Guardian Trust Company SA

11–20 empl.

Guardian Trust Company SA is a trust company that provides services for structuring, administering and protecting assets. Its activities include family office, trustee, corporate administration, accounting, nominee and structuring services, as well as the administration of offshore companies and selected assets.

Kastel Patrimoine Sàrl

Since 2012 · 1–10 empl.

Multi Investment Holding SA

Since 2024 · 1–10 empl.

Multi Investment Holding SA is an investment company active in acquiring, selling, managing and controlling equity participations, and in managing and financing movable and real estate assets. The company pursues investments across sectors such as maritime activities, real estate and renewable energy, and provides services including financing solutions, strategic structuring, tax/wealth optimization and crypto-asset management.

Aclon Finance SA

Since 1978 · 1–10 empl.

Gowen Family Office SA

Since 2000 · 1–10 empl.

PRIMINVEST SA

Since 2001 · 1–10 empl.

J.R.D. Office SA

Since 2008 · 1–10 empl.

Belbek SA

Since 2009 · 1–10 empl.

Indivision de Famille HERVIEU-CAUSSE

Since 2009 · 1–10 empl.