Companies in
Family Offices
375 businesses in this industry — part of the Finance & Insurance category.
Directory
Companies in Family Offices
375 entries, ordered by relevance.
375 businesses in this industry — part of the Finance & Insurance category.
375 entries, ordered by relevance.
Eurotrust Family Office AG
Family Offices · Zurich · Since 2009
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.
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.