Companies in
Family Offices

Lavin AG

Family Offices · Lachen Sz · Since 2014

Lavin AG is an independent asset management and investment firm offering wealth management, asset management, venture marketing, convertible loan financing and real estate services. The company focuses on managing family wealth and providing structured financing solutions, including convertible loans, for businesses.

LC5 CONSULTING SA

Administrative Services · Lugano · Since 2011

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.

Linden Management AG

Management Consulting · Zug · Since 2022

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

MA Capital AG

Family Offices · Cham · Since 2024

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.

Mantzke Family Office

Management Consulting · Kastanienbaum · Since 2010

The core activity of Mantzke Family Office is the establishment and management of companies, trusts and foundations for private individuals and families, as well as the structuring and management of investments in Swiss real estate and private equity. This also includes services such as the creation of corporate documents, the management of bank accounts and credit cards, as well as the provision of accounting and trust services. The goal is to optimize and protect the assets of its clients.

Melnik Capital GmbH

Family Offices · Zurich · Since 2016

The core activity of Melnik Capital GmbH is the management of the private assets of its owners and their families, particularly in the areas of: Commodities, Equities, Fixed Income, Private Equity, and Real Estate. The company currently does not manage assets from external clients (third-party money).

MONTAIGNE TRUST LTD

Family Offices · Geneva · Since 2016

The core activity of Montaigne Trust Ltd is to provide services as a trustee and asset manager for private individuals and family businesses, particularly in the areas of: * Management of trusts and foundations for asset protection and estate planning * Management of private equity and real estate investments * Cash flow and budget management * Family governance and succession planning * Advisory and management services for US persons and assets, as well as for clients from the Middle East. Montaigne Trust Ltd acts as a trustee, administrator or protector and offers tailored solutions for asset protection and transfer.

Mosaik Capital AG

Family Offices · Zurich · Since 2022

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.

Muhr Advisory GmbH

Management Consulting · Pfäffikon Sz · Since 2024

Muhr Advisory GmbH is a consultancy for family offices, institutions and private clients offering advice and implementation on matters of wealth, values and succession planning. Services include family governance and estate planning, real estate and investment-related management (excluding portfolio management), project coordination, foundation setup and tailored administrative services.

Müller Private Wealth AG

External Asset Management · Adliswil · Since 2014

The core activity of Müller Private Wealth AG is the management and asset management for the owner family, including the management of real estate, vineyards and land, as well as the provision of financial services such as asset management, asset protection and retirement planning. In addition, the company invests in commodities such as agriculture, energy and precious metals, as well as in exploration and mining companies.

Novarum Holding AG

Family Offices · Hergiswil Nw · Since 2017

Novarum Holding AG is a family office that manages and develops its family wealth and legacy across generations. It oversees its own investment portfolio, acquires and develops business ventures and performs internal functions such as estate planning, strategic advisory and tax optimization.

One Family Governance Sàrl

Family Offices · Bellevue · Since 2019

ONE Family Governance offers services in the field of family wealth management, particularly in the areas of: Family Governance: Identifying and aligning family goals to preserve and grow family wealth in the long term. Investment and Operational Governance: Creating an institutional platform by defining investment and operational strategies. Family Education: Providing knowledge and experience to facilitate the transfer of wealth between generations. The company supports families in developing governance structures that balance tradition and adaptability for long-term success. It also offers educational events and workshops for families and professionals to support them in addressing the challenges of wealth transfer.

P4 Wealth Management AG

Family Offices · Zurich · Since 2019

Peak Capital AG

External Asset Management · Baar · Since 2009

Peak Capital AG is an investment office owned by its founders and partners.

Platinum Swiss Partners SA

External Asset Management · Geneva · Since 2024

The core activity of Platinum Swiss Partners is the provision of wealth management and family office services for private individuals, families and companies. This includes the development of individual asset management plans, the management of investments, risk management and the provision of financial advisory services.

PM Fiduciaria Sagl

Family Offices · Lugano · Since 2024

POM Services GmbH

External Asset Management · Cham · Since 2023

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

Prime Invest AG

Family Offices · Bern · Since 2024

Prime Invest AG is an independent financial advisory firm. It aggregates and coordinates products from banks, insurers and other providers and offers services including wealth accumulation and investment advice, pension and insurance planning, financial planning, real estate and mortgage advisory, and legal arrangements.

Prime Invest AG

Family Offices · Sursee · Since 2002

Prime Invest AG is an independent financial advisory firm that consolidates services and products from banks, insurers and other providers. Its services include wealth accumulation and investment advice, pensions and insurance, retirement and financial planning, as well as real estate, mortgages and legal arrangements.

PRINZ THURN UND TAXIS AG

Family Offices · Haldenstein · Since 1998

The company's core activity is private wealth management, in particular investments in securities, participations, infrastructure, real estate, construction projects, art and lifestyle (yachts, hotels) as well as the acquisition of private and commercial real estate portfolios.

PROBUS TRUSTEES S.A.

Family Offices · Geneva · Since 2007

PROBUS TRUSTEES S.A. provides bespoke trust and estate planning and fiduciary services focused on wealth structuring, tax optimisation and asset protection. The company establishes and administers tailored corporate and fiduciary vehicles and works with clients' tax, legal and financial advisers, banks and asset managers to coordinate and simplify financial affairs.

Swiss Sports Family Office AG

Family Offices · Zug · Since 2021

Protectorship Company SA

Family Offices · Zug · Since 2017

PROTECTORSHIP COMPANY SA provides security services including on-site guarding, mobile patrols, electronic security systems, alarm-centre and video surveillance services, and offers enterprise risk management as well as workplace safety and fire-protection services.

PWA Finance AG

External Asset Management · Cham · Since 2024

Ravel investment Co SA

External Asset Management · Lausanne · Since 2016

Ravel investment Co SA is a wealth management and investment company offering project financing, investment advisory, and real-estate management services. It provides tailored financing structures, structured finance solutions and asset- and portfolio-management support for investment and property transactions.

RDH Verwaltungs GmbH

Family Offices · Baar · Since 2022

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

Rhône Family Office SA

Family Offices · Geneva · Since 2010

Rhône Family Office SA is a wealth management firm providing investment management and advisory services to private clients and families. The website presents a traditional asset-management approach and services aimed at preserving client patrimony and supporting wealth transfer.

Rothorn Capital AG

Family Offices · Zurich · Since 2023

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.

Rothorn Trust AG

Family Offices · Zurich · Since 2023

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.

Sahura AG

Family Offices · St. Gallen · Since 2014

Sahura AG is a family office investing across a variety of sectors, including IT, telecommunications, recycling, waste management, environmental compliance, consulting, mining, technology, manufacturing, real estate, PPE, warehousing, logistics and engineering. The firm works closely with management teams, provides capital solutions and considers both minority and controlling stakes.

Same Group Sàrl

Management Consulting · Icogne · Since 2022

The core activity of the company "Same Group" is the provision of services in the fields of marketing, management and event organization, particularly in the context of sports and art. Specifically, this includes: * Sports management: management of athletes, career planning, organization of sports camps and team-building events * Art management: management of artists, organization of exhibitions and art events * Event management: organization of events, production of videos and photography * Marketing: creation of marketing strategies and campaigns for companies and individuals The company positions itself as a full-service provider with a 360-degree approach that covers all aspects of marketing and management.

SaMira Family Office AG

External Asset Management · Zug · Since 2019

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.

Sardona Group AG

External Asset Management · Zurich · Since 2018

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

Scope Enterprise GmbH

Management Consulting · Zurich · Since 2016

Scope Enterprise GmbH provides bespoke consultancy and execution services in brand positioning, communication strategy, marketing, sponsorship and event management, including sustainable digitalization. The firm also advises on legacy and family management, succession planning, wealth transfer, foundations and projects related to real estate, art collections and private museums for corporations, beneficial owners and families.

SEG "Support Etudes et Gestion" Sàrl

Family Offices · Geneva · Since 2019

SEG "Support Etudes et Gestion" Sàrl is a family office that provides fund management services.

Serenity Network AG

Family Offices · Martigny · Since 2012

The core activity of Serenity Network Family Office is the provision of family office services, including wealth management, wealth protection, wealth consolidation, and concierge services for High-Net-Worth Individuals (HNWIs). The company offers tailored solutions for the financial and personal needs of its clients, including the coordination of administrative and operational tasks, the monitoring of financial partners, and the provision of luxury concierge services.

SETCOM SERVICES SARL

Family Offices · Chambésy · Since 2010

SETCOM SERVICES SARL provides outsourced administrative services for businesses and private clients, including human resources administration, payroll, accounting and general administrative management. The company also offers family office and concierge services, relocation support and assistance with company setup.

SFO Trust AG

Family Offices · Zurich · Since 2021

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.

Signum Advisory AG

Family Offices · Zug · Since 2024

Signum Advisory AG is a consultancy specialising in asset structuring, wealth planning and family office services. It provides advisory work in tax optimisation, estate planning and tailored financial structuring for high-net-worth individuals, families and business owners.

SASIN Family Office SA

Family Offices · Bissone · Since 2011

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.

SKS Trust AG

Family Offices · Basel · Since 2023

Spectrum Value Management Ltd.

Family Offices · Jona · Since 2002

The core activity of Spectrum Value Management Ltd. is the management of industrial and private participations as a Family Office for the Thomas Schmidheiny family, supporting the family and its members in the development and implementation of their individual visions and entrepreneurial as well as financial ambitions.

SPYRAL Holding SA

Family Offices · Paradiso · Since 2019

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.

S-Quadrat Investment Solutions & Consulting GmbH

External Asset Management · Schindellegi · Since 2010

S-Quadrat Investment Solutions & Consulting GmbH is an independent asset management firm providing advisory and client services for private and corporate clients and pension funds. Its services include portfolio management and optimisation, structuring of investment products, ongoing portfolio monitoring and consulting for other asset managers and private banks.

STEERING SERVICES SA

Family Offices · Gstaad · Since 2008

STEERING SERVICES SA provides multi-jurisdictional corporate and bespoke private client services. Services include compliance and administrative support for corporate structures, contract drafting, advice on company and tax matters, assistance with residency and wealth structuring for private clients, and trust, foundation and trustee solutions for succession and asset protection.

Sternou Capital

Family Offices · Viganello · Since 2022

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.

Studer Family Office AG

Family Offices · Pfäffikon Sz · Since 2019

Studer Family Office AG manages and invests the assets of the Studer family and selected partners, operating in private equity, real estate development and private debt. The firm focuses on sectors such as software and ICT, business ecosystems, financial services, fintech and digital assets, and provides succession solutions, capital and strategic support to companies as well as tailored debt financing and residential property development.