Family Offices in the
Canton of Zug

RDH Verwaltungs GmbH

Since 2022 · 1–10 empl.

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

Guy Rothschild & Partners AG

Since 2021 · 1–10 empl.

Guy Rothschild & Partners AG is an independent family office. It provides investment and wealth-management services, sources opportunities through a private global network and invests across multiple sectors—particularly tech-enabled B2B and B2C companies, fintech and health‑tech—supporting portfolio companies in their international expansion into markets such as the GCC, Africa and India. The firm is registered as a financial intermediary supervised by the SRO VQF.

Infinity Business AG

Since 2023 · 1–10 empl.

Infinity Business AG provides management consulting, accounting services, construction project support and personal advisory services. Its offerings include family office services such as wealth management, real estate management and administrative support, as well as business strategy, process optimization, financial advisory and risk management.

Linden Management AG

Since 2022 · 1–10 empl.

The core activity of Linden Management AG is the management of assets as a Family Office.

Graf Strachwitz Capital Partners GmbH

Since 2022 · 1–10 empl.

The core activity of Graf Strachwitz Capital Partners is the advisory and brokerage of alternative investment opportunities, particularly for family offices and high net worth individuals. The activities include: Asset Management: management of assets, especially in the areas of digital assets and direct investments; Fintech Investments: investments in financial technology companies; Off-Market Real Estate Deals: brokerage of real estate investments outside of public markets; Capital Raising: support in raising capital for asset managers and private equity companies; Portfolio Advisory: advisory services for the design and management of portfolios for high net worth individuals and family offices. The company focuses on the brokerage of unique investment opportunities in Central and Western Europe and offers discreet and transparent advisory services.

KENDRIS Schweiz AG

Since 2025 · 11–20 empl.

KENDRIS Schweiz AG is an international consulting and fiduciary services firm. The company provides services in trusts and foundations, corporate services, fiduciary administration, legal and tax advisory, family office support, art management, and other specialised solutions.

THETA Finance AG

Since 2009 · 1–10 empl.·5.0(1)

THETA Finance AG is an independent wealth management and financial services firm that manages assets, structures portfolios and provides rule-based investment solutions. The company develops research-based early-warning indicators to detect market instabilities, supports investment committees and supplies trading signals for professional clients, drawing on research from ETH Zurich.

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.

GS Finances AG

Since 2024 · 1–10 empl.

GS Finances AG is a company with contact details in Zug. The website provides only contact information such as address, phone number, and email, but no further details about services or business activities.

Elxi Advisors AG

Since 2024 · 1–10 empl.

Elxi Advisors AG is a multi-family office providing wealth, estate and business services supported by expertise in financial markets, fiduciary matters and regulatory compliance. Services include portfolio consolidation and analysis, financing arrangements (e.g. vessels, property, acquisitions), asset sourcing, residency permits, company incorporation and accounting/bookkeeping.

KENDRIS International AG

Since 2025 · 1–10 empl.

KENDRIS International AG is an international advisory and fiduciary firm serving private individuals, family offices, entrepreneurs, companies and institutional clients. Its services include trusts and foundations, corporate services, fiduciary services, legal advice, tax consulting, family office support, art management, aviation and yachting, and succession planning.

Swiss Innovation Partners AG

Since 2012 · 11–20 empl.·3.0(2)

The core activity of SwissInnovations is the consulting and support of companies in the areas of digital innovation, blockchain technologies and corporate development. They offer specific services such as ICO/STO services, product development, funding support and business acceleration to support start-ups and established companies in their development and scaling.

LPS Circle FamSta AG

Since 2025 · 1–10 empl.

LPS Circle FamSta AG is a fiduciary services company for businesses and private individuals. It offers accounting, VAT and payroll administration, tax advisory, business consulting, company formation, and family office and full-service support.

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.

Fortivo GmbH

Since 2025 · 1–10 empl.

Fortivo GmbH provides youth coaching, socio-educational support and prevention services for young people, parents and schools. The company supports clients with school-related, personal and family challenges as well as career orientation and workshops.

Kay Egger GmbH

Since 2025 · 1–10 empl.

Kay Egger GmbH provides tax and corporate advisory services to entrepreneurs and SMEs, covering succession planning, mergers & acquisitions, relocation support and managed services. The firm integrates tax, legal and business perspectives to develop practical, implementable solutions.

DRG Investment AG

Since 2026 · 1–10 empl.

DRG Investment AG is the venture arm of an entrepreneurial family office. The company invests its own capital with a long-term perspective and partners with founders, operators, and management teams in areas such as technology, medical innovation, agriculture, energy, and real assets.

Kuhn, Loeb & Co Wealth Services AG

Since 2026 · 1–10 empl.

Kuhn, Loeb & Co Wealth Services AG is a wealth management firm that provides tailored advisory and investment solutions for private and institutional clients. Its services include wealth planning, investment management, independent advice, and wealth preservation.

Attendus AG

Since 1997 · 1–10 empl.

Attendus AG is a family office and fiduciary company providing legal and business administration services. Its services include advice on, and the setup and administration of trusts, foundations and companies, legal services (wills, inheritance and succession planning, contract and commercial law), business services such as escrow, secretarial and nominee services, bookkeeping, confidential payroll administration and employee benefit scheme implementation and administration.

B-R & H Finance SA

Since 2004 · 1–10 empl.

The core activity of B-R & H Finance SA is wealth management (Gestion de Patrimoine) for private individuals and families, including advisory and support services for asset management, diversification of investments in stocks, private equity and other assets, as well as the provision of services within the framework of a Family Office.

ISATYS Advisory AG

Since 2008 · 1–10 empl.

ISATYS Advisory AG is a private investment office. The website identifies the firm as a private investment office and provides contact details (email, telephone) and an imprint.

CORIMAS AG

Since 2009 · 1–10 empl.

CORIMAS AG is a family office that provides services and project-based support to companies. It manages a range of projects for various businesses and maintains networking with other entrepreneurial families.

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.

Hillman AG

Since 2017 · 11–20 empl.

The core activity of Hillman AG is to provide services in the field of the international real estate market and financial consulting. Specifically, this includes: Real estate consulting and brokerage services for residential and investment properties; Family Office services, including financial consulting and asset management; Top-class investment strategies; Commercial real estate management. The company supports clients in planning and implementing real estate projects, offers independent and international perspectives, and has many years of experience in the European real estate market.

Incito Holding AG

Since 2018 · 1–10 empl.

Incito Holding AG is a holding company that manages investment activities and provides information on its current investment profile.

Avalon Invest AG

Since 2018 · 1–10 empl.

Avalon Invest AG is the family office of an entrepreneurial family and operates as an independent investment company pursuing a long-term, value-oriented investment strategy. It invests in direct real estate, corporate participations and capital-market strategies, focusing on tangible assets that deliver predictable income and sustainable appreciation.

Erdmann Enterprise AG

Since 2019 · 1–10 empl.

The core activity of Erdmann Enterprise AG is investing in private markets with a focus on real estate in Switzerland.

SaMira Family Office AG

Since 2019 · 1–10 empl.

SaMira Family Office AG is a family office providing wealth management and strategic investment services. The company draws on roots in technological industries and focuses on sustainable businesses and investments in promising, disruptive projects and technologies.

suruchin AG

Since 2020 · 1–10 empl.

The core activity of suruchin AG is the management and coordination of a family's personal investments and activities as a Single Family Office. This includes in particular: investments in Venture Capital, investments in Private Equity, investments in Real Estate, and advisory services in these areas. The company also supports and promotes various other activities and interests of the family, such as the support of art and music, the promotion of leaders, and the development of personal potential.

ALFA Partner AG

Since 2022 · 1–10 empl.

ALFA Partner AG is a family office. The website lists privacy as a central concern and highlights a single point of entry as a guiding principle.

FAR Future AG

Since 2022 · 1–10 empl.

FAR Future AG provides independent, conflict-free advisory services to wealthy families, focusing on aligning investment and retirement objectives. Services include comprehensive financial assessments, coordination with existing advisors, ongoing portfolio monitoring and access to a global network of family offices.

POM Services GmbH

Since 2023 · 1–10 empl.

The core activity of POM Services GmbH is the provision of services and consulting for Family Offices.

Oelfke Brothers Holding AG

Since 2023 · 1–10 empl.

Oelfke Brothers Holding AG is an independent family office that pursues investments through long-term growth strategies. The company focuses on value-oriented investments and on creating opportunities for its stakeholders.

Fiducor AG

Since 2023 · 1–10 empl.

Fiducor AG is an independent family office specializing in sustainable succession arrangements for SMEs. It selects and acquires whole or partial SME businesses, manages transactions from initial contact to closing, and provides integration and operational services such as cash and working capital management, accounting and controlling, process optimization and digitalization.

MA Capital AG

Since 2024 · 1–10 empl.

MA Capital AG is an independent advisory firm focused on corporate finance and financial advisory services. It provides M&A advisory, capital-structure advice, private placements and debt/equity financing instruments, as well as fiduciary and investment solutions, with an emphasis on alternative financing and real estate and infrastructure investments.