Family Offices

Swissbridge Advisory AG 

Zurich · Since 2015

Swissbridge Advisory AG provides advisory services for family offices, IPO and financing processes, and strategic consulting. Offerings include development of investment strategies and governance, project and process management, risk/benchmark analyses, and support in capital market transactions and board/advisory mandates.

TheFamilyOffice.ch SA 

Montreux · Since 2016

TheFamilyOffice.ch SA is a single family office that manages, preserves and facilitates the transmission of a diversified family patrimony. It provides integrated wealth management, investment advice, support for real estate projects, assistance to entrepreneurial activities and coordination of external advisors while emphasising confidentiality and family governance.

THE MS OFFICE SA 

Gland · Since 1996

THE MS OFFICE SA operates the Michael Schumacher Private Collection and presents a permanent exhibition of original racing cars, helmets, overalls and trophies from Michael Schumacher’s personal collection. The website also describes a companion app, audiovisual materials and a fan shop.

Tiger Family Office SA 

Martigny · Since 2024

Tiger Family Office SA provides tailored family office services, including strategic, commercial, legal, administrative and tax advisory. The firm acts as protector of trusts, serves on foundation boards and advises on governance of wealth‑structuring vehicles, and offers real estate support in Switzerland and internationally.

Trion Office AG 

Bern · Since 2019

Trobag AG 

Zurich · Since 1994

Trobag AG provides tax, fiduciary and accounting services alongside legal, strategic and organisational advisory services and family office support. The firm serves international private clients, families, entrepreneurs and companies and uses its membership in the XLNC network to support multi-jurisdictional engagements.

UABIC AG 

Gams · Since 2023

UABIC AG is a private investor that invests in projects and companies and provides advisory services. Its focus areas include finance and accounting, pharma & life sciences, technology and real estate.

UCEA Capital Group GmbH 

Zurich · Since 2024

VALEX EMC FAMILY OFFICE SA 

Geneva · Since 2014

VALEX EMC FAMILY OFFICE SA offers family office services, consolidating clients' financial and non‑banking assets into a single, regularly updated statement and providing a single contact for asset oversight. The service includes coordination with a partner network covering banks, real estate, insurance, fiduciary services, attorneys and pension solutions.

VALUEworks Management GmbH 

Zurich · Since 2005

VALUEworks Management GmbH is a multi-family office that provides family advisory, wealth-structure management and investment consulting. Its services also include reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

VALUEworks Consulting GmbH 

Zurich · Since 2009

VALUEworks Consulting GmbH is a multi-family office offering family advisory, wealth/structure management and investment consulting services. The firm also provides reporting and compliance, accounting and reporting, project and structure management, and lifestyle services.

Verestate 1 AG 

Zurich · Since 2024

Vertrauenssache GmbH 

Pfäffikon Zh · Since 2023

Vertrauenssache GmbH provides administrative support, management of movable and immovable assets, and advisory services for documents such as wills, advance directives and powers of attorney. The company coordinates with an interdisciplinary network to handle asset administration, correspondence and related arrangements while maintaining discretion and legal certainty.

Virobel AG 

Gommiswald · Since 2015

Virobel AG provides wealth management and family office services for ultra-high-net-worth families. Its offerings include investment management, wealth preservation, real estate advisory, estate and tax planning, and family office governance services.

Vision Trading Distribution GmbH 

Wollerau · Since 2007

Vision Trading Distribution GmbH is a strategic trust partner for private clients, entrepreneurs and family enterprises, providing discreet advisory on positioning, structure and market access. The firm offers services including market access and networking, strategic counsel and family office support to help clients establish a durable presence in Switzerland.

vPz-privileg ag 

Hünenberg · Since 2006

vPz-privileg ag provides wealth and financial planning, investment advice, tax optimisation and family-office services. Its services include financial planning, mortgage and financing advice, succession planning and tailored SME solutions.

Weber & Frey Family Office AG 

Zurich · Since 2009

WKF GESTION AG 

Zurich · Since 2007

The core activity of Wehinger Kaelin Ferrari AG (wkf ag) is legal counsel and consulting with a specialization in Swiss and international contract, trade and corporate law, inheritance law, estate planning, insolvency law, restructuring, family office services, litigation and international arbitration.

Woodman Family Office AG 

Zug · Since 2020

Woodman Family Office AG is an independent investment boutique providing wealthy individuals and family offices with wealth management, advisory and discretionary mandate services and access to core, niche and sustainable investment strategies. Offerings include equities, fixed income and multi-asset strategies, plus private-market opportunities in real estate and private equity supported by a network of selected partners.

Zehnder Group AG 

Gränichen · Since 1984

Zehnder Group AG develops and manufactures integrated solutions for a healthy indoor climate, including ventilation systems, decorative radiators, heating and cooling ceilings, and industrial air-cleaning solutions.