Family Offices in
Zurich

VALUEworks Consulting GmbH

Since 2009 · 11–20 empl.

VALUEworks Consulting GmbH is a multi-family office offering family advisory, wealth/structure management and investment consulting services. The firm also provides reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

Eurotrust Family Office AG

Since 2009 · 21–50 empl.

Eurotrust Family Office AG is an independent wealth management advisory firm offering national and international tax and succession planning, multi-client family office services, and corporate finance advisory. Services include wealth structuring and fiduciary/tax advice, coordination with asset managers and trustees, and support for M&A, IPO and private equity transactions.

BAUMGARTNER FAMILY OFFICE AG

Since 2009 · 1–10 empl.

BAUMGARTNER FAMILY OFFICE AG is an independent multi-family office providing integrated services to high-net-worth clients, including wealth, estate and tax planning, legal and trustee services, and family governance. The firm also advises on M&A and company formation, private equity, real estate transactions and management, insurance solutions, project management, accounting and reporting, and philanthropic matters, and does not offer discretionary asset management to avoid conflicts of interest.

Weber & Frey Family Office AG

Since 2009 · 1–10 empl.

Weber & Frey Family Office AG provides trust and advisory services for private clients. Its core activities include wealth planning, estate structuring, trusts, foundations, holding structures, reporting, administration, and support in selecting and supervising asset managers and custodian banks.

Gehweg AG

Since 2010 · 1–10 empl.

The core activity of Gehweg AG encompasses private equity investments and real estate investments, particularly in the area of affordable housing. The company also provides advisory services in the areas of M&A transactions, strategic succession planning and financing, especially for small-cap companies.

BAUMGARTNER ADVISORY AG

Since 2014 · 1–10 empl.

BAUMGARTNER ADVISORY AG is an independent multi-family office providing wealth, estate and tax planning as well as trust and legal services. Its service scope includes family governance, M&A and company formation, real estate and private equity services, insurance solutions and project management, including accounting and reporting.

Swissbridge Advisory AG

Since 2015 · 1–10 empl.

Swissbridge Advisory AG provides advisory services for family offices, IPO and financing processes, and strategic consulting. Offerings include development of investment strategies and governance, project and process management, risk/benchmark analyses, and support in capital market transactions and board/advisory mandates.

Kellins AG

Since 2015 · 1–10 empl.

Kellins AG is an independent asset management company licensed as an asset manager under FINIA and supervised by FINMA. The company provides discretionary asset management, investment advice, order transmission (execution-only), family office services including account consolidation and administrative support, and can structure products and act as asset manager for certain certificates/derivatives.

Arabella Family Office AG

Since 2017 · 1–10 empl.

Arabella Family Office AG provides families with comprehensive, personalised and holistic advisory and support for complex asset structures. Services include developing tailored strategies and coordinating with banks, tax advisors, law firms and other specialists, as well as access to venture and investment networks.

Conduct AG

Since 2019 · 11–20 empl.

The core activity of Conduct is the provision of services in the field of wealth planning.

FUTUN: FamilienUnternehmerTUN GmbH

Since 2019 · 11–20 empl.

The company FUTUN offers consulting and accompaniment services for entrepreneurial families in the German-speaking region, particularly in the areas of: Family consulting and accompaniment (e.g. development of family constitutions, mediation, conflict resolution), Corporate consulting (e.g. development of guiding principles, succession planning, appointment of committees), Wealth consulting (e.g. development of wealth culture and governance, distribution and use of funds strategy), Personal consulting for owners and shareholders (e.g. vision development, life goal planning, mentoring). The core activity of the company is to support entrepreneurial families in shaping transformation processes and developing long-term strategies for their families, companies and assets.

Verestate 1 AG

Since 2024 · 21–50 empl.

Verestate 1 AG is an independent multi-family office offering wealth management, family office services, fund investments, direct investments and real estate services. The company supports entrepreneurs, families and investors with long-term asset management, private market investments and property-related services.

SG Asset Management AG

Since 1983 · 1–10 empl.

Sardona Group AG

Since 2018 · 1–10 empl.

Sardona Group AG provides tailored wealth management, investment advisory and asset management services, as well as brokerage, trading and custody solutions.

SFO Trust AG

Since 2021 · 1–10 empl.

SFO Trust AG is a FINMA-regulated trust company providing fiduciary, trust and wealth-structuring services. Its services target high-net-worth individuals and families and cover trust administration and wealth structuring.

Groundlake Partners AG

Since 2021 · 1–10 empl.

Groundlake Partners AG provides impact advisory, investment and philanthropy services focused on supporting a regenerative future. The firm operates as a network of investors, philanthropists and families engaged in mission-aligned capital and advisory activities.

Verium AG

Since 2011 · 21–50 empl.·5.0(2)

Verium AG is an independent multi-family office that advises entrepreneurs, families and investors on wealth management and family office services. The firm also provides private market investment solutions, including direct investments, fund investments and real estate.

Trigon Investment Advisors AG

Since 2009 · 1–10 empl.·3.5(11)

Trigon Investment Advisors AG is a financial services firm providing wealth management, investment advisory and investment banking services. It supports wealthy individuals and family offices, and also offers M&A and strategic advisory services.

Aquila Associates Family Office AG

Since 2018 · 1–10 empl.·4.3(3)

Aquila Associates Family Office AG is listed in Aquila’s partner directory as a partner company and is part of the network of independent asset managers and family office firms.

Birn Executive Search & Consulting Switzerland GmbH

Since 2023 · 1–10 empl.·5.0(1)

Die Gesellschaft bezweckt die Erbringung von Dienstleistungen in den Bereichen Executive Search und Unternehmensberatung. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften im In- und Ausland errichten und sich an anderen Unternehmen im In- und Ausland beteiligen sowie alle Geschäfte tätigen, die direkt oder indirekt mit ihrem Zweck in Zusammenhang stehen. Die Gesellschaft kann im In- und Ausland Grundeigentum erwerben, belasten, veräussern und verwalten.

Jacobs Private Office AG

Since 2025 · 1–10 empl.

Jacobs Private Office AG is a European investment firm focused on control or co-control investments in businesses. Its activities center on the sectors Business Services, Consumer, Education and Healthcare, with an active partnership approach to growth and operational improvement.

Arise Partners AG

Since 2023 · 1–10 empl.

Arise Partners AG is an independent asset manager and family office provider offering bespoke wealth management, portfolio management, consolidated reporting and risk management for high-net-worth and institutional clients. The firm holds a FINMA licence as an asset manager and cooperates with selected custodian banks and third-party partners to deliver investment mandates, lending solutions and reporting services.

Aquila Balmoral AG

Since 2023 · 1–10 empl.

Aquila Balmoral AG provides wealth management and family office services, including asset management, wealth planning and estate planning. The firm cooperates with banks and external specialists such as trustees, notaries, lawyers and tax advisors; it is a partner of AQUILA AG and, as an independent asset manager, is subject to direct supervision by FINMA.

UCEA Capital Group GmbH

Since 2024 · 11–20 empl.

Ascentus AG

Since 2023 · 1–10 empl.

Ascentus AG is a FINMA‑licensed, independent wealth and asset management firm serving high‑net‑worth individuals and families. It operates on a retrocession‑free basis with private banks and offers services including asset management, investment advisory, financing, wealth planning, banking services and due diligence.

Rothorn Trust AG

Since 2023 · 1–10 empl.

Rothorn Trust AG is a multi-family office providing independent wealth and family-office services to private clients and families. It operates a platform that connects clients, collaborates with a curated network of external specialists, does not offer proprietary financial products and is remunerated through an annual fee to maintain advisory independence.

Ecofin Development AG

Since 2025 · 1–10 empl.

Ecofin Development AG is an independent wealth advisory and investment office serving private and institutional clients. The company provides tailored investment strategies, portfolio advisory, reporting, and administrative support, and operates without proprietary products.

Interhold AG

Since 1946 · 1–10 empl.·5.0(1)

The core activity of Interhold AG is the provision of Family Office services, including: wealth management and protection, strategic consulting, succession planning, investment strategy, selection and monitoring of asset managers, fiduciary services, including accounting, controlling and planning, and representation of clients in corporate and foundation bodies. The company positions itself as an independent, transparent and long-term oriented partner for wealthy families and individuals, offering a comprehensive range of services to protect and increase their wealth and legacy.

Lioner International Consultancy AG

Since 2025 · 1–10 empl.

Lioner International Consultancy AG provides integrated services in insurance, trust and family office. The company advises high-net-worth individuals, business owners and families on wealth structuring, wealth protection, succession planning and family governance.

Finanz Konzept Family Office GmbH

Since 2025 · 1–10 empl.

Finanz Konzept Family Office GmbH provides family office services, asset management and advisory services. The company supports clients with retirement and inheritance matters, tax and legal issues, as well as company formation, administration and succession planning.

Mosaik Capital AG

Since 2022 · 1–10 empl.

The core activity of Mosaik Capital AG is the provision of investment services as an independent investment office for family offices, families and institutional clients. This includes asset allocation, the selection and coordination of specialists from the network, as well as cooperation with banks and asset managers to offer tailored investment solutions.

Amana Wealth AG

Since 2023 · 1–10 empl.

The core activity of Amana Family Office is wealth management and structuring for ultra-high-net-worth families (UHNW families), particularly from the Sub-Saharan Africa region. This includes services such as: wealth structuring, wealth transfer, succession planning, philanthropy advisory, next-generation education, corporate advisory, transaction support, and access to a network of partners and experts. The company positions itself as a Family Office that focuses on the individual needs and goals of its clients and maintains a personal, trustworthy relationship with them.

Pilotage Private Wealth AG

Since 2013 · 1–10 empl.·5.0(1)

Pilotage Private Wealth AG provides wealth, asset and investment management services for international private clients and families, with a focus on US citizens living abroad. Services include discretionary and advisory investment mandates, asset administration and custody management, advanced tax and estate planning, and private office advisory such as structuring, capital and corporate solutions.

Rothorn Capital AG

Since 2023 · 1–10 empl.

Rothorn Capital AG is a multi-family office that provides independent wealth and succession advisory services and operates a platform to connect clients with specialised partners. The firm does not offer proprietary financial products and is remunerated via an annual fee to align its recommendations with clients' interests.

KENDRIS Schweiz AG

Since 2025 · 11–20 empl.

KENDRIS Schweiz AG is an international advisory and fiduciary firm serving private clients, family offices, entrepreneurs, companies and institutional clients. Its services include wealth structuring, trust and fiduciary work, tax advice, legal advisory, corporate services and family office solutions.

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich

Since 2018 · 1–10 empl.·2.5(8)

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich is a law firm and notary offering legal advice, litigation and notarial services. Its services also include corporate consulting and family office offerings, covering areas such as employment, family and inheritance law, commercial law, compliance and data protection.

Pilotage Private Office AG

Since 2019 · 1–10 empl.·5.0(1)

Pilotage Private Office AG provides private office, capital advisory and wealth and asset management services for international and US clients. Services include structure advisory (tax residency, succession and asset protection), corporate and capital advisory (due diligence, M&A, debt and equity finance) and asset administration, compliance and consolidated reporting.

Aquila Investment Partner AG

Since 2025 · 1–10 empl.

Aquila Investment Partner AG is an independent wealth management firm focused on individual investment advice, wealth management and tailored portfolio solutions. The company serves private clients, entrepreneurs and families, and also offers investment products and retirement planning services.