Family Offices

ALFA Partner AG 

Zug · Since 2022

ALFA Partner AG is a family office. The website lists privacy as a central concern and highlights a single point of entry as a guiding principle.

Alium Advisory Sagl 

Lugano · Since 2020

The core activity of Alium Advisory is to provide strategic and financial advisory services to institutional, corporate and private clients. This includes: Corporate Consulting, Accounting and Tax Services, Trust Services, Family Office, Advisory Private Equity Funds, and Corporate Communication. The company positions itself as an independent and transparent partner for its clients, offering individual solutions tailored to their specific needs.

AlphaInvest Capital Partners AG 

Altendorf · Since 2020

AlphaInvest Capital Partners AG is a club-deal investment boutique for family offices focused on equity investments in young growth companies. The firm provides deal sourcing and structuring, due diligence, growth and bridge financing (equity and mezzanine), co-investment opportunities, and centralized transaction management with a digital reporting platform.

Alpina Fiduciaries SA 

Nyon · Since 2007

The core activity of Alpina Fiduciaries SA is the provision of fiduciary services, i.e. services in the field of asset management, trust and administration of assets for private individuals and companies.

Amana Wealth AG 

Zurich · Since 2023

The core activity of Amana Family Office is wealth management and structuring for ultra-high-net-worth families (UHNW families), particularly from the Sub-Saharan Africa region. This includes services such as: wealth structuring, wealth transfer, succession planning, philanthropy advisory, next-generation education, corporate advisory, transaction support, and access to a network of partners and experts. The company positions itself as a Family Office that focuses on the individual needs and goals of its clients and maintains a personal, trustworthy relationship with them.

Amedia Wealth SA 

Geneva · Since 1975

Amedia Wealth SA is a fiduciary and financial services provider offering company formation and domiciliation, tax and accounting services, audit and payroll solutions, as well as private wealth management and investment advisory services.

Aquila Balmoral AG 

Zurich · Since 2023

Aquila Balmoral AG provides wealth management and family office services, including asset management, wealth planning and estate planning. The firm cooperates with banks and external specialists such as trustees, notaries, lawyers and tax advisors; it is a partner of AQUILA AG and, as an independent asset manager, is subject to direct supervision by FINMA.

Arabella Family Office AG 

Zurich · Since 2017

Arabella Family Office AG provides families with comprehensive, personalised and holistic advisory and support for complex asset structures. Services include developing tailored strategies and coordinating with banks, tax advisors, law firms and other specialists, as well as access to venture and investment networks.

ARETAS AG 

Basel · Since 2010

ARETAS AG is the family office and acts as a staff unit responsible for overseeing investments and carrying strategic responsibility. The company focuses on strategic management and structuring of direct and indirect investments—notably private equity—and on asset protection, investment controlling and the coordination of equity transactions.

Arise Partners AG 

Zurich · Since 2023

Arise Partners AG is an independent asset manager and family office provider offering bespoke wealth management, portfolio management, consolidated reporting and risk management for high-net-worth and institutional clients. The firm holds a FINMA licence as an asset manager and cooperates with selected custodian banks and third-party partners to deliver investment mandates, lending solutions and reporting services.

Armin Zaugg GmbH 

Winterthur · Since 2020

The core activity of Armin Zaugg GmbH encompasses two main areas: 1. **Support Services**: The company provides assistance and accompaniment in organizational tasks, particularly in the event of death, estates, and inheritances. 2. **Trade in Vintage Toys and Collections**: The company specializes in the trade of antique tin toys and other rarities, especially from the pre-1939 era, and also offers inventory assessments of collections. The company positions itself as a provider of personal, discreet, and efficient services for families, individuals, lawyers, executors, and businesses.

Ascentus AG 

Zurich · Since 2023

Ascentus AG is a FINMA‑licensed, independent wealth and asset management firm serving high‑net‑worth individuals and families. It operates on a retrocession‑free basis with private banks and offers services including asset management, investment advisory, financing, wealth planning, banking services and due diligence.

ASD 48 Family Office SA 

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 

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 

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 

Baar · Since 2016

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 

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 

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 

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 

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.