Companies in
Family Offices

Family Office Organisation d.o.g. SA

Family Offices · Carouge Ge · Since 2022

Family Office Organisation d.o.g. SA provides family office services and assists families with wealth management tasks such as asset allocation, supervision of banking relationships, consolidated reporting and performance attribution. Services also include tax optimisation of assets, estate succession, philanthropy policy and real-estate portfolio management.

Family Office Services SwissTrust AG

Family Offices · Zurich · Since 1999

The core activity of SwissTrust Family Office Services AG is to provide wealth management services to high-net-worth individuals, family businesses, investment companies, asset managers, trustees, and foundations. Specifically, this includes: Investment reporting and consolidation, risk management and monitoring, asset management and consulting, securities accounting and portfolio optimization, and family office services. The company offers a digital platform that enables the consolidation of assets, monitoring of risks, and informed decision-making. The services are tailored to the needs of ultra-high-net-worth individuals and family businesses.

FAR Future AG

Family Offices · Zug · Since 2022

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.

finaut GmbH

Family Offices · Chur · Since 2013

The core activity of finaut GmbH is the provision of trust and financial services, in particular as a Multi Family Office, as well as the provision of training and development services.

Fincor Finance SA

Family Offices · Zurich · Since 1985

Fincor Finance SA provides independent financial advice to entrepreneurial, institutional and private clients. Its services include corporate finance, institutional consulting and family office services, alongside asset management and private banking activities.

FIO Wealth Services AG

Family Offices · Pfäffikon Sz · Since 2019

FIO Wealth Services AG provides family office and wealth management services, including asset and portfolio management, investment advisory, and consolidation with performance measurement. The firm acts independently for high-net-worth individuals and entrepreneurial families and is supervised by FINMA.

FIRST PARTNERS Group GmbH

Management Consulting · Gams · Since 2019

The company's core activity is providing consulting services to businesses and high net worth individuals in the following areas: Corporate Consulting (strategy, organization, change management, innovation, marketing/sales, design and process optimization), Family Office services (including real estate and innovation management, concierge services), Real Estate Brokerage services (buying and selling high-end properties, apartments and houses), and Management Coaching and Business Coaching for executives. The company supports its clients in overcoming entrepreneurial challenges, developing strategies and implementing changes. It offers a comprehensive service that ranges from analysis and consulting to implementation and support.

FLONZEL CAPITAL AG

Family Offices · Wilen B. Wollerau · Since 2022

FLONZEL CAPITAL AG is a private Swiss investment office that manages its own assets through trading activities and employs a range of alternative investment strategies. It also provides bespoke services to investment companies and families established abroad, including company structuring, regulatory compliance support and facilitation of investments in Switzerland; its capital markets activities cover listed derivatives (futures and options) and OTC products such as credit derivatives and credit default swaps.

Foster Swiss SA

Management Consulting · Geneva · Since 2024

Foster Swiss is a consulting firm specializing in the digital transformation of financial institutions and companies. The core activities include: Implementation of companies, particularly in the areas of international private banking and commercial banking; Strategy development and implementation in the Fintech sector, including licensing and regulatory requirements; Consulting on the implementation of payment systems and cybersecurity measures; International tax strategy and reduction; Support for Mergers & Acquisitions and participation in Fintech projects; Management of technology and innovation, including talent scouting and partnerships. Overall, the company focuses on the digital transformation of financial institutions and companies, with a strong emphasis on Fintech, Cybersecurity, and international tax strategy.

Founder Office Sàrl

Management Consulting · Geneva · Since 2022

Founder Office Sàrl is a family office focused on growth and investment, diversification, and special projects. Services include advisory, business development, go-to-market planning, project management, sourcing business opportunities and on‑demand concierge services for members.

Frey Family Office AG

Family Offices · Zurich · Since 2002

FUTUN: FamilienUnternehmerTUN GmbH

Management Consulting · Zurich · Since 2019

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.

G7NESIS Family Office AG

Family Offices · Zurich · Since 2021

G7NESIS Family Office AG is a private family office that stewards and seeks to grow entrepreneurial assets for its founder and selected clients. The firm provides wealth advisory, institutional‑grade asset management (including pooled and customized strategies), co‑investments and a technology platform for asset consolidation and reporting.

Gehweg AG

Family Offices · Zurich · Since 2010

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.

GKC Advisors SA

External Asset Management · Lugano · Since 2009

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.

Global Concierge Services SA

Family Offices · Lugano · Since 2015

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

GLOBAL THOT SA

Family Offices · Giubiasco · Since 2020

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.

Global Wealth Management Consulting GmbH

Family Offices · Wollerau · Since 2019

Global Wealth Management Consulting GmbH provides wealth planning and succession solutions for HNWI and UHNWI families, focusing on tax and estate planning. Services include the design, implementation and maintenance of charitable planning, relocation and family governance solutions, private equity, real estate and luxury-asset transactions, family office services, and support to banks and family offices in defining and implementing client wealth and tax planning while coordinating third-party providers.

goodpoint GmbH

Family Offices · Richterswil · Since 2018

goodpoint GmbH is an investment firm that provides direct investments, family office management and board mandates.

Graf Strachwitz Capital Partners GmbH

Family Offices · Zug · Since 2022

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.

Guy Rothschild & Partners AG

Family Offices · Steinhausen · Since 2021

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.

Hakan Hillerström

Family Offices · Cologny · Since 2003

Hakan Hillerström provides family business advisory services, including succession planning, conflict management, continuity and emergency planning, wealth management, family office support and financial education.

Helvetic Investor Group SA

External Asset Management · Geneva · Since 1999

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

Herzig Treuhand AG

External Asset Management · Rüschlikon · Since 1984

Herzig Treuhand AG provides financial consulting, wealth management and family office services, including transaction brokerage. Offerings cover financial planning, asset management and coordination of family financial affairs.

Hillman AG

Family Offices · Zug · Since 2017

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.

Holland Parc AG

External Asset Management · Zurich · Since 2020

Husmann Family Office GmbH

Family Offices · Ruswil · Since 2023

Husmann Family Office GmbH provides fee-based financial advisory services to private clients, advising on investment planning, pillar 3a, pension fund overviews, wealth-building strategies, real estate investment and financing, and tax-related matters.

Implenium Holding AG

Family Offices · Baar · Since 2011

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.

Incito Holding AG

Family Offices · Zug · Since 2018

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

Indaco AG

Family Offices · Bürglen Tg · Since 1992

Indaco AG is a family holding company that manages real estate and holds participations in various small and medium-sized enterprises. For operational matters and property listings it refers to Indaco Treuhand & Immobilien GmbH.

Indevise Group AG

Family Offices · Kilchberg Zh · Since 2020

Indevise Group AG is a privately held family office that builds and manages sustainable investments and developments in real estate, digitalization and future trends. The company acts as an entrepreneur, co‑founder, venture investor, silent partner and adviser, supporting engagements through to operational implementation.

Infinity Business AG

Management Consulting · Zug · Since 2023

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.

Iridis AG

Management Consulting · Oberwil B. Zug · Since 2014

Iridis AG is a family and investment office that provides bespoke financial solutions and operational support to individuals, families, institutional investors and corporations. Services cover both listed and direct investments, portfolio optimization, wealth and succession planning, and corporate development and operational advisory.

ISATYS Advisory AG

External Asset Management · Zug · Since 2008

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.

Jaquet Beteiligungen AG

Family Offices · Basel · Since 2016

Jaquet Beteiligungen AG is a family office that structures its investment portfolio around real estate, private equity and listed asset investments. The firm develops and builds its own real estate projects, invests in Swiss small- and mid-cap companies in industry, technology and medical/biotech sectors, and allocates capital to selected funds and venture investments in startups.

Jaquet Partners AG

Family Offices · Basel · Since 2001

Jaquet Partners AG is a family office that maintains sustainable values and focuses on long-term investments. It plans, develops and builds its own real estate projects and invests in real estate, private equity (Swiss small- and mid-cap companies and venture investments in startups) as well as in listed securities and selected funds and managers.

JAR Properties SA

Family Offices · Geneva · Since 2024

JAR Properties SA provides private wealth management and family office services, including investment advice, discretionary portfolio management and consolidation of client assets. It serves families, entrepreneurs and institutional clients and operates with a network of banking and custody partners.

Jonic Capital AG

Family Offices · Baar · Since 2024

Jonic Capital AG is a boutique investment firm specializing in private equity, private debt, and global real estate investments. It provides bespoke financing and investment solutions for institutional investors, high-net-worth individuals and families, supported by an international team and a network of market specialists.

KAIROS Family Office SA

Family Offices · Neuchâtel · Since 2024

KAIROS Family Office SA provides family-office and wealth-management services for entrepreneurs and physicians, including estate planning, retirement (pension) planning and tax advisory. The firm also arranges risk/insurance management and real-estate advice via partner networks and offers a single point of contact for confidential, customized client support.

Kellins AG

External Asset Management · Zurich · Since 2020

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.

KFB Fiduciaria SA

Family Offices · Grono · Since 2019

KFB Fiduciaria SA provides fiduciary, tax, administrative and corporate services. It advises national and international companies on company formation, operational administration and extraordinary corporate matters and maintains a multilingual team; some staff hold fiduciary and financial licenses issued by the competent supervisory authority.

KFB Fiduciaria SA

Family Offices · Chiasso · Since 2023

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.

KIRKBI AG

Family Offices · Baar · Since 1963

The core activity of KIRKBI is the acquisition and management of investments in various companies, particularly in the areas of direct equity investments and real estate. KIRKBI focuses on long-term investments in companies with growth potential that follow global trends and align with the company's goals. In addition, KIRKBI is the holding company of the LEGO Group and other companies that focus on promoting children's welfare and combating climate change.

KK Invest AG

Family Offices · Zug · Since 2015

KK Invest AG is a family-owned investment company that operates as a family office investing across the finance, technology, real estate and hospitality sectors. The company holds participations in technology and finance firms, develops real estate projects in the Swiss mountains, Mallorca and Greece, and manages hospitality interests including Hotel Prätschli and several restaurants; it also participates in wellness and social initiatives such as SANSEVA and selected direct-aid projects.

Klarok GmbH

External Asset Management · Zurich · Since 2013

Klarok GmbH is a fiduciary firm that provides personalised, case-specific advisory services. Its services include asset management, tax optimization, family office support, personal retirement planning and medical advance care planning such as mandates and advance healthcare directives.

KRISSA Holding AG

Family Offices · Brig · Since 2008

The core activity of KRISSA Family Office is the direct investment of private funds in various asset classes with the aim of securing and increasing wealth in the long term.

KROWNE CAPITAL SOLUTIONS SA

External Asset Management · Lugano · Since 2024

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.