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.

Companies

50 of 63 companies

VALEUR SA Logo

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.

Family OfficesFamily officeWealth managementConsulting
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #1
BANCA DEL CERESIO SA Logo

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.

Family OfficesWealth managementInvestment advisoryCustody and trading
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
LC5 CONSULTING SA Logo

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.

Administrative ServicesFamily office servicesYacht management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
SASIN Family Office SA Logo

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.

Family OfficesSwiss Real Estate Investment AdvisoryOff-Market Property Sourcing and CurationDue Diligence and Transaction Support
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
KFB Fiduciaria SA Logo

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.

Family OfficesFiduciary tax, administrative and corporate servicesGenerational transfers, succession planning and asset protectionTax and pension consulting for individuals
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #5
Global Concierge Services SA Logo

Global Concierge Services SA

Since 2015 · 1–10 empl.

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

Family OfficesFamily officeProperty search and relocationHome and private management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
Alium Advisory Sagl Logo

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.

Management ConsultingBusiness consultingAccounting and tax servicesFiduciary services
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
GLOBAL THOT SA Logo

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.

Family OfficesBusiness advisoryTax consultingAccounting and administrative advisory
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #8
EC Global Consulting Sagl Logo

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.

Family OfficesFiduciary advisoryCommercial, accounting and tax advisoryFamily office
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #9
AGENDA INVEST AG Logo

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.

External Asset ManagementAsset management & investment advisoryCorporate finance & direct investmentFamily governance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #10
PM Fiduciaria Sagl Logo

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.

Family OfficesGlobal services and family wealthTax and pension advisoryAsset regularisation
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #11
GLOBAL CONSULT Sagl Logo

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.

Family OfficesFiduciary advisory for commercial, corporate and legal mattersAccounting and administrative servicesTax advisory and assistance
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #12
Sternou Capital Logo

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.

Family OfficesAsset ManagementDue Diligence
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #13
Fiduciaria Fontana SA Logo

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.

Family OfficesGlobal services and family wealthTax and pension consultingWealth regularisation
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #14
ZHAR SA Logo

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.

Management ConsultingVenture StudioBrand and venture portfolioLuxury Swiss chocolate (CimaNorma)
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #15
LMP FINANCE Suisse SA Logo

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.

External Asset ManagementDiscretionary Portfolio ManagementPortfolio AdvisoryFamily Office Services
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #16
Nievergelt & Stoehr SA Logo

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.

Law Firms & Notary OfficesLegal advisory and litigationNotarial servicesFamily office
ranQ Trust Score 3.7 out of 5.0, rated Solid, Rank #17
GKC Advisors SA Logo

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.

External Asset ManagementWealth & Asset ManagementReal EstateFamily Office Services
No score yet
SPYRAL Holding SA Logo

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.

Family OfficesFamily OfficeActive participation managementPassive financial investments
No score yet
KROWNE CAPITAL SOLUTIONS SA Logo

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.

External Asset ManagementServices
No score yet
De-Facto Swiss Sagl Logo

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.

Family OfficesFamily budget organisation and managementFinancial coordinationAdministrative coordination
No score yet
M&PARTNERS FINANCE SA Logo

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.

External Asset ManagementFamily OfficeWealth ManagementBanking Solutions and Investment Support
No score yet
Andrea Colosio Advisory Logo

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.

Management ConsultingOperations and Organisational AdvisoryTechnology and Automation AdvisoryRisk, Controls and Governance Advisory
No score yet
Beltrami Gian Francesco Logo

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.

Law Firms & Notary OfficesLegal advisoryFamily office advisoryFintech advisory
No score yet
ALUDRA SA Logo

ALUDRA SA

Since 1976 · 1–10 empl.

Family Offices
No score yet
RETSLE AG Logo

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.

Family Offices
No score yet
Intimar Capital Sagl Logo

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.

Management Consulting
No score yet
SD

Società di Investimenti ed Amministrazioni (S.I.A.) SA

Since 1963 · 1–10 empl.

Family Offices
No score yet
FF

Fondazione Federico e Edvige Kever

Since 1982 · 1–10 empl.

Family Offices
No score yet
VI

Value International Consulting SA

Since 2006 · 1–10 empl.

Management Consulting
No score yet
FC

FADLON CONSULTING SA

Since 2009 · 1–10 empl.

Family Offices
No score yet
LI

Lighthouse International SA

Since 2011 · 1–10 empl.

Trade Fair & Event Organizers
No score yet
PI

PROSPERITY INVEST SA

Since 2012 · 1–10 empl.

Photography
No score yet
CG

COMMERCIAL GROUP SA

Since 2012 · 1–10 empl.

Family Offices
No score yet
FM

FVR Management SA

Since 2012 · 1–10 empl.

Administrative Services
No score yet
AD

AMFID di Alessandro Maestri

Since 2013 · 1–10 empl.

Family Offices
No score yet
F&

Finance & Logistics Projects Sagl

Since 2014 · 1–10 empl.

Family Offices
No score yet
TC

Tree Capital Investments Sagl

Since 2015 · 1–10 empl.

Family Offices
No score yet
QS

QUERCIA SA

Since 2015 · 1–10 empl.

Family Offices
No score yet
AS

Avdue Sagl

Since 2016 · 1–10 empl.

Family Offices
No score yet
EE

Esse Effe Service Sagl

Since 2017 · 1–10 empl.

Family Offices
No score yet
VS

VERAT SA

Since 2018 · 1–10 empl.

Trade Fair & Event Organizers
No score yet
MO

MISKINA OKSZANA

Since 2019 · 1–10 empl.

Family Offices
No score yet
SF

SPYRAL Fleet & Services GmbH

Since 2019 · 1–10 empl.

Administrative Services
No score yet
GF

Global Family Office SA

Since 2020 · 1–10 empl.

Family Offices
No score yet
GS

GISEV SGT Sagl

Since 2021 · 1–10 empl.

Family Offices
No score yet
DM

DVB Multi Family Office SA

Since 2021 · 1–10 empl.

Family Offices
No score yet
ES

EsseBiPi Sagl

Since 2022 · 1–10 empl.

Administrative Services
No score yet
GS

GE.CO.TI. Sagl

Since 2022 · 1–10 empl.

External Asset Management
No score yet
SP

SP Prestige Consulting Sagl

Since 2022 · 1–10 empl.

Family Offices
No score yet

Family Offices in the Canton of Ticino

63Family OfficesCommercial register (Zefix) · as of October 11, 2026
2019Median year of registrationCommercial register (Zefix) · as of October 11, 2026
63in the Canton of TicinoCommercial register (Zefix) · as of October 11, 2026
1,145in SwitzerlandCommercial register (Zefix) · as of October 11, 2026
Locations

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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