Family Offices in the
Canton of Ticino
63 companies in Family Offices based in the Canton of Ticino — name and year of registration from the commercial register.
50 of 63 companies
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.
SASIN Family Office SA
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.
KFB Fiduciaria SA
Since 2015 · 1–10 empl.
KFB Fiduciaria SA provides fiduciary tax, administrative and corporate services, advising national and international companies and entrepreneurs on company formation, start-up and ongoing corporate administration.
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.
GLOBAL THOT SA
Since 2020 · 1–10 empl.
The core activity of Global Thot SA is the provision of fiduciary and consulting services, particularly in the following areas: accounting and administrative consulting, real estate consulting, intermediation of rental and/or sale of properties, tax consulting, corporate consulting, and family office services (comprehensive consulting and support for relocation to Switzerland and abroad). The company thus offers a wide range of consulting services for companies and individuals, with a focus on finance, taxes, and real estate.
EC Global Consulting Sagl
Since 2012 · 1–10 empl.5.0(6)
EC Global Consulting Sagl provides fiduciary and advisory services for businesses and private clients, including accounting, payroll and personnel administration, tax and corporate law advice, and company formation support. The firm also offers family office services, assistance for startups and bespoke concierge services for asset management.
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.
Sternou Capital
Since 2022 · 1–10 empl.
The core activity of Sternou Capital is the management of assets (Asset Management) for the founder's family and their closest family members. The company invests in various assets, utilizing modern trading technologies, an extensive investment network, and good timing to invest successfully. Sternou Capital focuses on sustainable investments that contribute to a better future for all.
Fiduciaria Fontana SA
Since 1998 · 1–10 empl.1.0(2)
Fiduciaria Fontana SA provides administrative and tax advisory services for individuals and businesses, including national and international tax advice, accounting, payroll administration and corporate administrative support. The firm also offers services for wealth planning and wealth controlling, tax regularisation (voluntary disclosure), corporate reorganisations and audit services, supported by a multilingual team and a network of professional partners.
ZHAR SA
Since 2018 · 1–10 empl.5.0(1)
ZHAR SA is an entrepreneur office and venture studio that develops and operates brands and businesses in the consumer goods, food, industry, hospitality and wellness sectors.
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.
Nievergelt & Stoehr SA
Since 2026 · 21–50 empl.
Nievergelt & Stoehr SA is a law firm offering legal services, notarial services and family office services. It advises private individuals, companies, municipalities and public-law entities and covers areas such as employment law, real estate law, inheritance law, corporate law, tax law and criminal law.
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.
SPYRAL Holding SA
Since 2019 · 1–10 empl.
SPYRAL Holding SA is an autonomous family office that provides entrepreneurial oversight of corporate investments (active investments) and manages passive financial investments without strategic implications. It offers family office services and supports charitable projects; the group is self-financed and does not accept third‑party investments.
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.
De-Facto Swiss Sagl
Since 2021 · 1–10 empl.
The core activity of De-facto swiss Sagl is the provision of services as a Family Office and Family Advisory. This includes the organization and management of the private lives and personal affairs of families and individuals, including the coordination of administrative, financial and legal matters, as well as the provision of advice and support in these areas.
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.
Andrea Colosio Advisory
Since 2026 · 1–10 empl.
Andrea Colosio Advisory provides advisory and technology services for financial services firms. Its core work covers operations, governance, technology, data, reporting and AI-enabled transformation for wealth managers, family offices and external asset managers.
Beltrami Gian Francesco
Since 2026 · 1–10 empl.
Beltrami Gian Francesco is a law firm that provides legal advice and representation in civil, administrative and business law matters. Its practice includes banking, tax and corporate law, trusts, real estate, construction law and spatial planning.
ALUDRA SA
Since 1976 · 1–10 empl.
RETSLE AG
Since 2020 · 1–10 empl.
RETSLE AG is a company whose website currently provides only contact and legal notice information. The available content does not state any specific products or services.
Intimar Capital Sagl
Since 2022 · 1–10 empl.
The core activity of Intimar Group is to provide alternative asset management services, particularly in the areas of: Fund Placement (capital raising for funds), LP & GP Advisory (advisory services for Limited Partners and General Partners), Development Project Investment Advisory (advisory services for investments in development projects), Real Estate Brokerage (real estate brokerage services), and Alternative Investments (alternative investment forms). The company positions itself as a Placement Agent and offers specialized services to institutional investors and fund managers to raise capital and identify investment opportunities.
Società di Investimenti ed Amministrazioni (S.I.A.) SA
Since 1963 · 1–10 empl.
Fondazione Federico e Edvige Kever
Since 1982 · 1–10 empl.
Value International Consulting SA
Since 2006 · 1–10 empl.
FADLON CONSULTING SA
Since 2009 · 1–10 empl.
Lighthouse International SA
Since 2011 · 1–10 empl.
PROSPERITY INVEST SA
Since 2012 · 1–10 empl.
COMMERCIAL GROUP SA
Since 2012 · 1–10 empl.
FVR Management SA
Since 2012 · 1–10 empl.
AMFID di Alessandro Maestri
Since 2013 · 1–10 empl.
Finance & Logistics Projects Sagl
Since 2014 · 1–10 empl.
Tree Capital Investments Sagl
Since 2015 · 1–10 empl.
QUERCIA SA
Since 2015 · 1–10 empl.
Avdue Sagl
Since 2016 · 1–10 empl.
Esse Effe Service Sagl
Since 2017 · 1–10 empl.
VERAT SA
Since 2018 · 1–10 empl.
MISKINA OKSZANA
Since 2019 · 1–10 empl.
SPYRAL Fleet & Services GmbH
Since 2019 · 1–10 empl.
Global Family Office SA
Since 2020 · 1–10 empl.
GISEV SGT Sagl
Since 2021 · 1–10 empl.
DVB Multi Family Office SA
Since 2021 · 1–10 empl.
EsseBiPi Sagl
Since 2022 · 1–10 empl.
GE.CO.TI. Sagl
Since 2022 · 1–10 empl.
SP Prestige Consulting Sagl
Since 2022 · 1–10 empl.
Family Offices in the Canton of Ticino
Family Offices in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 11, 2026
Largest places
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