Family Offices

Bayard SA 

Geneva · Since 2011

The core activity of Bayard SA is the management of a Family Office, specialized in wealth management and provision of services for private individuals and families. The services include, among others: wealth management and monitoring, real estate management, administrative support, lifestyle services, and consolidation and global reporting. The company provides its clients with personalized and tailored support to meet their financial, personal and professional needs.

BDT & MSD Partners Switzerland GmbH 

Verbier · Since 2024

BDT & MSD Partners Switzerland GmbH provides advisory and capital solutions for founders, family businesses and like-minded investors. Its services include relationship-based advisory, partnership-style capital and diversified investment solutions for family offices, trusts and foundations.

BE LIONS Sàrl 

Geneva · Since 2016

The core activity of Be Lions SARL is wealth management, particularly the management of assets for private clients and families, as well as the structuring of private loans and the brokerage of financing solutions in the field of trade finance.

Bellegarde Capital AG 

Zurich · Since 2014

Bellegarde Capital AG is a privately owned investment group with business interests in financial services/fintech, blockchain, impact investments and other sectors. The website lists services including sourcing of club deals, strategic and investment advice, secondary‑market solutions for alternative investment funds, and hedge‑fund and blockchain advisory, and describes both active and passive investment strategies across multiple asset classes.

Bernheim Consulting Group SA 

Cologny · Since 2014

The core activity of Bernheim Consulting is to provide consulting services to companies and families in the following areas: Family Services (management of family assets and personal services), Business Finder (support in finding business partners), Company Advisory (support in developing and implementing corporate strategies), Entrepreneurship (supporting entrepreneurs in achieving their business goals), Strategy Development, Digital Marketing, Change Management, and Events Management. The company thus offers a wide range of consulting services aimed at supporting companies and families in achieving their goals.

BEVILACQUA FAMILY GROUP LLC 

Stansstad · Since 2009

The core activity of Bevilacqua Group is to connect owners of exceptional Swiss properties with professional private investors to enable projects that balance economic attractiveness with social responsibility.

Black Pearl Capital SA 

Geneva · Since 2009

Black Pearl Capital SA is a multi-family office and co-investment platform that manages proprietary and co-invested capital across private and public equity. Its investment focus includes real estate, hyperscale data centres, technology, financial services, and industrial and renewable energy, and it operates segregated private fund vehicles for co-investors.

Bluecap Investments SA 

Thônex · Since 2015

Bluecap Investments SA provides tailored wealth management, multi‑family office services and access to private market investments such as private debt, private equity, pre‑IPOs and real assets. The firm manages segregated accounts with Swiss banks and operates as a FINMA‑approved wealth manager.

box8 AG 

Zurich · Since 2009

B-R & H Finance SA 

Rotkreuz · Since 2004

The core activity of B-R & H Finance SA is wealth management (Gestion de Patrimoine) for private individuals and families, including advisory and support services for asset management, diversification of investments in stocks, private equity and other assets, as well as the provision of services within the framework of a Family Office.

Calibrium AG 

Zurich · Since 2006

The core activity of Calibrium AG is the establishment and management of assets for private clients as a Private Investment Office.

Candeo Corporate Services SA 

Geneva · Since 2003

Candeo Corporate Services SA is an independent family office services provider offering bespoke trust, corporate and fiduciary services. Its services include company formation and administration, domiciliation and business-office solutions, special purpose vehicles, aviation-related services, provision of directors and secretaries, support for bank accounts, accounting & tax, and HR & payroll; it does not provide wealth management services.

Capital Management Partner AG 

Zurich · Since 2000

The core activity of Capital Management Partner AG is the provision of financial services, particularly in the areas of: * Financial consulting * Asset management * Crypto advice (consulting on cryptocurrencies) * Trust transactions * FINMA guidance (advisory and support services for compliance with FINMA regulations). The company positions itself as a financial intermediary and offers personalized consulting and services for private individuals and companies.

capQon AG 

Arni Ag · Since 2019

capQon AG is a multi-family office specializing in holistic advice and management of family wealth, applying research from behavioral finance. It acts as a personal CFO for families, representing their interests toward banks, asset managers and product providers, and provides planning, structuring, implementation, ongoing monitoring and coordination with legal and tax advisors.

Casa Genico Immobilien AG 

Zug · Since 2022

Cityland SA 

Verbier · Since 1979

The core activity of Cityland SA is the management of private investments, particularly in the field of real estate in Poland and farming in Brazil, as part of a family office for the Danish national Peter Hauch.

Clearance Ventures AG 

Basel · Since 2007

Clearance Ventures AG is a family office investing globally in startup companies at all stages from seed to IPO, providing capital and hands‑on support. The firm pursues industry‑agnostic VC investments, builds ventures alongside founders and holds interests in real estate companies.

Conduct AG 

Zurich · Since 2019

The core activity of Conduct is the provision of services in the field of wealth planning.

Contreva Management AG 

Baar · Since 1989

The core activity of Contreva Management AG consists of providing services in the areas of Business Establishment, SME Services and Family Office. Specifically, this includes supporting companies in their founding and establishment in Switzerland, providing services for small and medium-sized enterprises (SMEs) and managing and administering assets for private individuals and families.

COPPERTRAIL AG 

Zug · Since 2014

The core activity of Coppertrail AG is the investment and management of real estate, as well as the provision of financial and asset management services. Specifically, this includes: investments in real estate, particularly in German-speaking Switzerland and Central Europe; buying and selling real estate; renting and managing real estate; arranging portfolio share deals; procuring mezzanine capital; mediating tenants and lessees; and advising and supporting clients in real estate and financial transactions. The company positions itself as a Family Office and offers its clients individual solutions and services in the areas of real estate, finance, and investments.