Family Offices in
Lugano

VALEUR SA

Since 2015 · 1–10 empl.·5.0(4)

VALEUR SA is an authorised asset manager providing management of collective assets and regulated by FINMA. It offers active investment services across fixed income, alternative investments, equity and multi‑asset strategies, including dedicated funds and discretionary mandates, and integrates ESG factors into investment decisions.

BANCA DEL CERESIO SA

Since 1958 · 51–100 empl.·5.0(1)

BANCA DEL CERESIO SA is a family office structured as a bank that conducts active asset management and has a historical orientation toward co‑investing with other families. Its services include asset management, corporate advisory, investment banking, wealth planning and wealth monitoring.

LC5 CONSULTING SA

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.

Global Concierge Services SA

Since 2015 · 1–10 empl.

The core activity of Sitonline is providing a platform for creating and managing websites.

Alium Advisory Sagl

Since 2020 · 11–20 empl.

The core activity of Alium Advisory is to provide strategic and financial advisory services to institutional, corporate and private clients. This includes: Corporate Consulting, Accounting and Tax Services, Trust Services, Family Office, Advisory Private Equity Funds, and Corporate Communication. The company positions itself as an independent and transparent partner for its clients, offering individual solutions tailored to their specific needs.

AGENDA INVEST AG

Since 2010 · 11–20 empl.·5.0(2)

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

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.

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.

LMP FINANCE Suisse SA

Since 2025 · 1–10 empl.

LMP FINANCE Suisse SA is an independent asset manager and family office focused on tailored investment and wealth management solutions for private clients, entrepreneurial families, and professionals. The company provides discretionary portfolio management and family-office services such as succession planning, tax matters, and real estate-related advice.

GKC Advisors SA

Since 2009 · 1–10 empl.

The core activity of GKC Advisors encompasses the following areas: Wealth & Asset Management, Advisory, Real Estate, and Family Office Services. The company provides personalized solutions for its clients, focusing on long-term stability, optimal diversification, strong investment convictions, flexibility, and liquidity.

KROWNE CAPITAL SOLUTIONS SA

Since 2019 · 1–10 empl.

KROWNE CAPITAL SOLUTIONS SA is an independent financial advisor providing a range of financial services for long-term wealth management. Services include wealth management and financial advice, portfolio controlling, bespoke structuring solutions, family-office services, and support for M&A, IPOs, corporate restructuring and tax planning.

M&PARTNERS FINANCE SA

Since 2025 · 1–10 empl.

M&PARTNERS FINANCE SA is a boutique family office and wealth management firm. It provides tailored financial solutions, family office services, and support for succession, insurance, and tax planning.