Companies in
Family Offices

ASD 48 Family Office SA

Family Offices · Geneva · Since 2020

ASD 48 Family Office SA is a single family office that manages the interests of Nizar Assaad and his children Mayya, Nada and Jamil. It oversees investments and philanthropic activities, including support for charities assisting Syrian refugees and internally displaced persons.

ASS Holding AG

Family Offices · Rotkreuz · Since 2025

ASS Holding AG provides real estate project development, commodities trading (notably metals and energy), and trust, family office and corporate services. Its services include structuring, governance, compliance and KYC/KYB workflows, and support from site analysis and planning through construction management and asset operations.

Attendus AG

Family Offices · Zug · Since 1997

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.

Aurum Advice GmbH

Management Consulting · Baar · Since 2022

The core activity of Aurum Advice GmbH is the consulting and support of family-owned businesses and wealthy families in managing their assets, particularly in the development and implementation of shareholder agendas, structuring and executing M&A transactions, managing assets, risk management and optimizing investments. The company also offers services such as asset management consulting, wealth management, risk management and financial consulting.

Avalon Invest AG

Family Offices · Zug · Since 2018

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.

BANCA DEL CERESIO SA

Family Offices · Lugano · Since 1958

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.

BAUMGARTNER ADVISORY AG

Family Offices · Zurich · Since 2014

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.

BAUMGARTNER FAMILY OFFICE AG

Family Offices · Zurich · Since 2009

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.

Bayard SA

Administrative Services · Geneva · Since 2011

The core activity of Bayard SA is the management of a Family Office, specialized in wealth management and provision of services for private individuals and families. The services include, among others: wealth management and monitoring, real estate management, administrative support, lifestyle services, and consolidation and global reporting. The company provides its clients with personalized and tailored support to meet their financial, personal and professional needs.

BDT & MSD Partners Switzerland GmbH

Family Offices · Verbier · Since 2024

BDT & MSD Partners Switzerland GmbH provides advisory and capital solutions for founders, family businesses and like-minded investors. Its services include relationship-based advisory, partnership-style capital and diversified investment solutions for family offices, trusts and foundations.

BE LIONS Sàrl

Family Offices · Geneva · Since 2016

The core activity of Be Lions SARL is wealth management, particularly the management of assets for private clients and families, as well as the structuring of private loans and the brokerage of financing solutions in the field of trade finance.

Bellegarde Capital AG

Family Offices · Zurich · Since 2014

Bellegarde Capital AG is a privately owned investment group with business interests in financial services/fintech, blockchain, impact investments and other sectors. The website lists services including sourcing of club deals, strategic and investment advice, secondary‑market solutions for alternative investment funds, and hedge‑fund and blockchain advisory, and describes both active and passive investment strategies across multiple asset classes.

Bernheim Consulting Group SA

Management Consulting · Cologny · Since 2014

The core activity of Bernheim Consulting is to provide consulting services to companies and families in the following areas: Family Services (management of family assets and personal services), Business Finder (support in finding business partners), Company Advisory (support in developing and implementing corporate strategies), Entrepreneurship (supporting entrepreneurs in achieving their business goals), Strategy Development, Digital Marketing, Change Management, and Events Management. The company thus offers a wide range of consulting services aimed at supporting companies and families in achieving their goals.

BEVILACQUA FAMILY GROUP LLC

Management Consulting · Stansstad · Since 2009

The core activity of Bevilacqua Group is to connect owners of exceptional Swiss properties with professional private investors to enable projects that balance economic attractiveness with social responsibility.

Black Pearl Capital SA

Family Offices · Geneva · Since 2009

Black Pearl Capital SA is a multi-family office and co-investment platform that manages proprietary and co-invested capital across private and public equity. Its investment focus includes real estate, hyperscale data centres, technology, financial services, and industrial and renewable energy, and it operates segregated private fund vehicles for co-investors.

Bluecap Investments SA

External Asset Management · Thônex · Since 2015

Bluecap Investments SA provides tailored wealth management, multi‑family office services and access to private market investments such as private debt, private equity, pre‑IPOs and real assets. The firm manages segregated accounts with Swiss banks and operates as a FINMA‑approved wealth manager.

box8 AG

Family Offices · Zurich · Since 2009

B-R & H Finance SA

External Asset Management · Rotkreuz · Since 2004

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.

Calibrium AG

External Asset Management · Zurich · Since 2006

The core activity of Calibrium AG is the establishment and management of assets for private clients as a Private Investment Office.

Candeo Corporate Services SA

Family Offices · Geneva · Since 2003

Candeo Corporate Services SA is an independent family office services provider offering bespoke trust, corporate and fiduciary services. Its services include company formation and administration, domiciliation and business-office solutions, special purpose vehicles, aviation-related services, provision of directors and secretaries, support for bank accounts, accounting & tax, and HR & payroll; it does not provide wealth management services.

Capital Management Partner AG

Family Offices · Zurich · Since 2000

The core activity of Capital Management Partner AG is the provision of financial services, particularly in the areas of: * Financial consulting * Asset management * Crypto advice (consulting on cryptocurrencies) * Trust transactions * FINMA guidance (advisory and support services for compliance with FINMA regulations). The company positions itself as a financial intermediary and offers personalized consulting and services for private individuals and companies.

capQon AG

Family Offices · Arni Ag · Since 2019

capQon AG is a multi-family office specializing in holistic advice and management of family wealth, applying research from behavioral finance. It acts as a personal CFO for families, representing their interests toward banks, asset managers and product providers, and provides planning, structuring, implementation, ongoing monitoring and coordination with legal and tax advisors.

Casa Genico Immobilien AG

Family Offices · Zug · Since 2022

Cityland SA

Family Offices · Verbier · Since 1979

The core activity of Cityland SA is the management of private investments, particularly in the field of real estate in Poland and farming in Brazil, as part of a family office for the Danish national Peter Hauch.

Clearance Ventures AG

Family Offices · Basel · Since 2007

Clearance Ventures AG is a family office investing globally in startup companies at all stages from seed to IPO, providing capital and hands‑on support. The firm pursues industry‑agnostic VC investments, builds ventures alongside founders and holds interests in real estate companies.

Conduct AG

Family Offices · Zurich · Since 2019

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

Contreva Management AG

Family Offices · Baar · Since 1989

The core activity of Contreva Management AG consists of providing services in the areas of Business Establishment, SME Services and Family Office. Specifically, this includes supporting companies in their founding and establishment in Switzerland, providing services for small and medium-sized enterprises (SMEs) and managing and administering assets for private individuals and families.

COPPERTRAIL AG

Family Offices · Zug · Since 2014

The core activity of Coppertrail AG is the investment and management of real estate, as well as the provision of financial and asset management services. Specifically, this includes: investments in real estate, particularly in German-speaking Switzerland and Central Europe; buying and selling real estate; renting and managing real estate; arranging portfolio share deals; procuring mezzanine capital; mediating tenants and lessees; and advising and supporting clients in real estate and financial transactions. The company positions itself as a Family Office and offers its clients individual solutions and services in the areas of real estate, finance, and investments.

Coquine SA

Family Offices · Pontresina · Since 2009

Coquine SA is a family and private investment office focused on the active management of holdings in real estate development companies. The firm also holds investments in manufacturing companies for consumer products and metal construction and manages various real estate development projects. It advises private and institutional clients on real estate and debt investments in continental Europe, particularly in Germany.

CORIMAS AG

Family Offices · Zug · Since 2009

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.

CORIMAS AG, Zweigniederlassung Zürich

Family Offices · Zurich · Since 2018

CORIMAS AG, Zweigniederlassung Zürich is a family office that provides advisory services and undertakes a range of projects for various companies. It emphasizes pragmatic, modern and sustainability-oriented approaches and maintains exchanges with other entrepreneur families.

Dareal Holding AG

Family Offices · Hurden · Since 2015

Dareal Holding AG is a Swiss group of companies that manages private investments. The companies operating under the Dareal name act solely for the owner family and do not provide financing or other financial services to third parties.

Davidoff & Frey Capital AG

Family Offices · Zurich · Since 2016

The core activity of Davidoff & Frey Family Office is the management and administration of assets for the Davidoff family and other families as well as entrepreneurs within the framework of a family office service.

De-Facto Swiss Sagl

Family Offices · Morbio Inferiore · Since 2021

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.

DIMENSION SA

Family Offices · Lausanne · Since 1994

The core activity of Dimension SA consists of carrying out corporate acquisitions and transactions, particularly in the areas of Management Buy-In and Transmission et reprise d’entreprise (corporate succession). The company supports clients in the execution of corporate purchase and sale transactions and offers corresponding services.

DIVERSIFICATION EUROPE SA

Family Offices · Geneva · Since 2000

DIVERSIFICATION EUROPE SA is a single-family office that oversees, manages and develops the family assets of its shareholders, with a primary focus on residential and commercial real estate. Its activities include company and property administration, sourcing and implementing investment opportunities, estate planning, administrative support and private concierge services.

DMG Armaturen GmbH

Family Offices · Brügg Be · Since 2005

The core activity of DMG Armaturen GmbH is the production and sale of raw fittings and accessories, in particular sanitary fittings and accessories, for water installation and distribution.

DOXOM CAPITAL SA

Family Offices · Geneva · Since 2017

The core activity of DOXOM Capital SA is the identification and investment in promising real estate projects as a Family Office.

Dr. F. Braun Consulting GmbH

Family Offices · Basel · Since 2012

The core activity of Dr. F. Braun Consulting GmbH encompasses providing comprehensive solutions in the following areas: * Legal Consulting: general national and international legal consulting, legal design, testamentary, executorship and foundation law design and mandate takeovers. * Real Estate: purchase and sale of properties, real estate management and valuation, domicile agreements and active mandate takeovers. * Special Services: "Family Office" or "Private Office" solutions for individuals or couples, active mandate takeovers and asset and financial controlling. * Finance: account and deposit controlling, asset and financial controlling, accompaniment in all asset and insurance law issues and their implementation. The company thus offers a combination of legal, real estate, financial and special services for private individuals and families.

Duxebridge Capital GmbH

Family Offices · Pfäffikon Sz · Since 2018

The core activity of Duxebridge Capital GmbH is to provide services as a Family Office and advisor to selected European entrepreneurs and families with institutional capital. Specifically, this includes: Capital Markets Advisory, management of private and public equity holdings (Family Equity), and support for minority investments (Minority Investments). The company acts as a partner for its clients based on shared long-term value growth potential and supports them through direct market access, independent success tracks in the EU's mid-markets, and multi-family office advisory services.

ecodesign ag

Family Offices · Uttwil · Since 2012

ecodesign ag is an independent family office combining entrepreneurial management with a focus on sustainability, design and long-term asset development. Its services include acquisition, property management, renovations, sales and new-build real estate development.

elden Sàrl

Administrative Services · Cologny · Since 2019

The company ELDEN offers a wide range of administrative and financial services, including: administrative mail management, administrative classification and archiving, organization of daily life, asset management, budgeting and planning, insurance management, personalized advice and strategies in the areas of taxation, law and finance, and family office services. The core activity of the company is to act as a personal assistant and administrator for private individuals and families, taking over their administrative and financial tasks and advising and supporting them in these areas.

Eliega GmbH

External Asset Management · Sarnen · Since 1999

The core activity of ELIEGA GmbH is the provision of financial services, in particular: Asset Management, Family Office / Wealth Planning, Registered Agent in Antigua, and Corporate Services. The company also offers additional services such as investment consulting, security analysis, cash management, and structured solutions.

Elxi Advisors AG

Family Offices · Zug · Since 2024

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.

EMRI CAPITAL AG

Family Offices · Pfäffikon Sz · Since 2012

The core activity of EMRI Capital AG consists of investments in the international financial market, which are exclusively financed from the equity capital of the Emri family.

Endress Familien AG

Family Offices · Reinach Bl · Since 2023

Endress Familien AG supplies and supports instrumentation and automation products for the process industry, including flow, level, liquid and optical analysis, pressure and temperature measurement, together with related software and service offerings.

Entrusted Sàrl

Family Offices · Since 2024

Entrusted Sàrl is a family office that offers family office services. The website provides contact details and a privacy policy; Flavia Baglione is listed as a contact person.

Erdmann Enterprise AG

Family Offices · Cham · Since 2019

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