Family Offices

PLUS Fiduciaire & Family Office Sàrl 

Lausanne · Since 2022

PLUS Fiduciaire & Family Office Sàrl provides fiduciary and family office services, including accounting, annual financial statements, payroll administration and tax filings. The firm also offers wealth structuring, succession planning and coordination with tax and legal specialists.

ELC SA 

Geneva · Since 2017

The core activity of ELC Financial Group encompasses a wide range of services in the following areas: 1. **Financial Planning**: Analysis of the financial situation of private individuals and companies to develop optimal solutions. 2. **Assurance** (Insurance): Provision of insurance solutions, including health insurance, for private individuals and companies. 3. **Fiduciaire** (Trust Services): Administrative services for private individuals and companies, including Family Office services. 4. **Real Estate**: Provision of real estate services in Switzerland and France. The company positions itself as a comprehensive service provider, offering its clients a wide range of solutions to meet their financial, insurance-related and real estate needs.

Nievergelt & Stoehr Family Office AG 

St. Moritz · Since 2024

Nievergelt & Stoehr Family Office AG provides comprehensive, tailored family office services covering wealth, investment, estate and financial planning and can act as trustee or protector for trusts. Services include bank and asset-manager selection, due diligence, reporting and financing, real-estate services and management of luxury assets (yachts, private aircraft, art) as well as private office and concierge support.

Familiengemeinderschaft Musfeld 

Basel · Since 1989

Familiengemeinderschaft Musfeld develops and manufactures mobile climate solutions for rail, military and special applications, and provides associated climate-control products and services.

Aerni Family Office AG 

Tenniken · Since 2007

Aerni Family Office AG is a company offering plant and apparatus engineering, sheet‑metal processing, barrier/pressure systems and wine‑storage systems. Its services include contract manufacturing, prototype construction and the production of pressure vessels, reactors and components for sectors such as chemical, pharmaceutical, cosmetic and food industries.

EC Global Consulting Sagl 

Breganzona · Since 2023

EC Global Consulting Sagl provides fiduciary and advisory services for businesses and private clients, including accounting, payroll and personnel administration, tax and corporate law advice, and company formation support. The firm also offers family office services, assistance for startups and bespoke concierge services for asset management.

GLOBAL CONSULT Sagl 

Lugano · Since 2017

GLOBAL CONSULT Sagl provides fiduciary and business consulting services, including accounting, tax compliance, company formation and family office administration.

axelion Invest AG 

Rothenburg · Since 2024

axelion Invest AG is an IT services provider for the healthcare sector, offering digital infrastructure, cloud and managed services, cybersecurity, and communication and alarm systems for hospitals, care homes and home‑care providers.

B-Conseil Global Sàrl 

Fontaines Ne · Since 2005

The core activity of B-Conseil Global Sàrl is to advise and assist private individuals in the following areas: wealth management, real estate, inheritance and mediation, insurance, and banking. The company thus offers comprehensive financial and wealth management advisory services to support private individuals in managing their financial affairs.

Aquila Associates Family Office AG 

Zurich · Since 2018

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.

CSF Family Office AG 

Baar · Since 2024

VALEUR SA 

Lugano · Since 2015

VALEUR SA is an authorised asset manager providing management of collective assets and regulated by FINMA. It offers active investment services across fixed income, alternative investments, equity and multi‑asset strategies, including dedicated funds and discretionary mandates, and integrates ESG factors into investment decisions.

AGENDA INVEST AG 

Lugano · Since 2010

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

AKUNI GmbH 

Uster · Since 2015

The AKUNI GmbH offers a wide range of services as a neutral and independent consulting firm, including Family Office Services, trust services, company formation, pension and benefit assessments, legal advice and seminars. The core activity of the company is the independent and neutral consulting of private individuals and companies in various areas, such as tax returns, dealings with authorities, retirement issues, accounting and general legal matters.

Fiduciaria Fontana SA 

Chiasso · Since 1998

Fiduciaria Fontana SA provides administrative and tax advisory services for individuals and businesses, including national and international tax advice, accounting, payroll administration and corporate administrative support. The firm also offers services for wealth planning and wealth controlling, tax regularisation (voluntary disclosure), corporate reorganisations and audit services, supported by a multilingual team and a network of professional partners.

Swiss Innovation Partners AG 

Zug · Since 2021

The core activity of SwissInnovations is the consulting and support of companies in the areas of digital innovation, blockchain technologies and corporate development. They offer specific services such as ICO/STO services, product development, funding support and business acceleration to support start-ups and established companies in their development and scaling.

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG 

Frauenfeld · Since 2018

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG is a law firm and notary providing legal advice, litigation support and notarial services. It advises on employment, family, inheritance and corporate law, compliance and dispute resolution, and additionally offers corporate consultancy and family office services.

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich Usteristrasse 

Zurich · Since 2023

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich Usteristrasse is a law firm and notary office providing legal advice, litigation representation and notarial services. Its practice areas include employment, family, inheritance, corporate and administrative law, and it also offers compliance, arbitration, corporate advisory and family office services.

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich 

Zurich · Since 2018

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.

Verium AG 

Zurich · Since 2024

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.