375 companies found
Interhold AG
Zurich · Since 1946
The core activity of Interhold AG is the provision of Family Office services, including: wealth management and protection, strategic consulting, succession planning, investment strategy, selection and monitoring of asset managers, fiduciary services, including accounting, controlling and planning, and representation of clients in corporate and foundation bodies. The company positions itself as an independent, transparent and long-term oriented partner for wealthy families and individuals, offering a comprehensive range of services to protect and increase their wealth and legacy.
Moosmann Advisors AG
Zumikon · Since 2014
The core activity of Moosmann Advisors AG is the independent and multidisciplinary consulting of family businesses, family offices and entrepreneurs in the areas of succession planning, wealth planning, tax planning, philanthropy and direct investments, with the goal of preserving and increasing the human, social and financial wealth of these families across generations.
Pilotage Private Wealth AG
Zurich · Since 2013
Pilotage Private Wealth AG provides wealth, asset and investment management services for international private clients and families, with a focus on US citizens living abroad. Services include discretionary and advisory investment mandates, asset administration and custody management, advanced tax and estate planning, and private office advisory such as structuring, capital and corporate solutions.
Pilotage Private Office AG
Zurich · Since 2023
Pilotage Private Office AG provides private office, capital advisory and wealth and asset management services for international and US clients. Services include structure advisory (tax residency, succession and asset protection), corporate and capital advisory (due diligence, M&A, debt and equity finance) and asset administration, compliance and consolidated reporting.
Prio Partners Family Office GmbH
Zurich · Since 2023
Prio Partners Family Office GmbH provides family office and wealth management services for high-net-worth individuals, entrepreneurial families, foundations and institutions. Services include private office support, strategic family governance and succession planning, direct investment management, portfolio management, risk management and reporting.
Rhone High Value Asset Services SA
Geneva · Since 2021
Rhone High Value Asset Services SA provides advisory and management services for high-value personal assets such as yachts, private jets, classic cars and art collections. Services include tax, VAT and customs advice, ownership structuring, registration, operation, accounting and cost control.
Schoeb Frôté SA
Neuchâtel 1 · Since 2013
Schoeb Frôté SA is an independent wealth management firm offering portfolio management, management of vested‑benefit (free movement) assets and comprehensive patrimonial advice. The company is authorised by FINMA, partners with custodial banks, is part of the F&P group and uses a consolidated dashboard (F&P System) for portfolio analysis and reporting.
THETA Finance AG
Zug · Since 2009
THETA Finance AG is an independent wealth management and financial services firm that manages assets, structures portfolios and provides rule-based investment solutions. The company develops research-based early-warning indicators to detect market instabilities, supports investment committees and supplies trading signals for professional clients, drawing on research from ETH Zurich.
ZHAR SA
Balerna · Since 2018
ZHAR SA is an entrepreneur office and venture studio that develops and operates brands and businesses in the consumer goods, food, industry, hospitality and wellness sectors.
ZOPPE Fils SA
Courchavon · Since 2024
ZOPPE Fils SA specializes in polishing and finishing of watch cases and bracelets. The company provides manual and mechanical polishing, cleaning, prototype development, and aesthetic and quality inspections.
Trigon Investment Advisors AG
Zurich · Since 2009
FINAD AG
Zurich · Since 1976
FINAD AG provides family office and wealth advisory services, asset management and private market investments for families, foundations, companies and institutional investors. The firm advises on strategic wealth planning, investments across asset classes, corporate and tax matters, and philanthropic engagement, operating as an independent financial advisor.
FINAD Family Office AG
Zurich · Since 2008
FINAD Family Office AG is a family office and financial advisory firm advising wealthy families, entrepreneurs, institutional investors and foundations on strategic wealth planning, investment decisions, and governance, tax and philanthropic matters. Its services include family office services, asset management and private market investments, provided with an independent, holistic advisory approach.
Symphony Family Office SA
Sion · Since 2011
Symphony Family Office SA is an asset management company and family/private office that provides asset management, succession planning, tax optimization, real-estate and financial advisory services, and credit negotiation.
1962 Holding SA
Nyon · Since 2024
1962 Holding SA is a family office providing asset management and advisory services, including the management of tangible high-value assets, real estate portfolios, and merger & acquisition advisory. The firm supports acquisition, sale and preservation of yachts, business aircraft and collectible cars and operates discreet, cross-border investment and stewardship strategies.
Accendo Family Office SA
Geneva · Since 2020
Accendo Family Office SA is a group holding entity that provides family office and trusted‑advisor services. Its offerings include wealth planning, property management and private office services, as well as regulatory and compliance support.
ACEBI Wealth GmbH
Herrliberg · Since 2022
ACEBI Wealth GmbH is a family office that provides data-driven wealth management, risk analysis and performance attribution, combining institutional-grade quantitative methods with personalised client service for families and individuals with complex wealth.
Acorma Invest AG
Hurden · Since 2015
The core activity of Acorma AG is to provide services to a Swiss family office and exclusively serve the interests of the owner family. The company is privately owned and does not offer services or financial transactions to third parties.
Activa Wealth AG
Basel · Since 2020
The core activity of Activa Wealth AG is the provision of services in the field of international consulting and succession planning, particularly in the areas of inheritance and succession planning, Family Office and Family Governance.
Agboton & Associés Sàrl
Fribourg · Since 2017
Agboton & Associés Sàrl is a consulting firm providing legal advice, financial strategy and market development services for Sub‑Saharan Africa. Its services include legal and financial counsel, family‑office solutions and investment support in Africa such as company formation, domiciliation, regulatory compliance and due diligence.
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Source: Federal Statistical Office, UID register