Family Offices

Eurotrust Family Office AG 

Zurich · Since 2009

Eurotrust Family Office AG is an independent wealth management advisory firm offering national and international tax and succession planning, multi-client family office services, and corporate finance advisory. Services include wealth structuring and fiduciary/tax advice, coordination with asset managers and trustees, and support for M&A, IPO and private equity transactions.

Family Office Organisation d.o.g. SA 

Carouge Ge · Since 2022

Family Office Organisation d.o.g. SA provides family office services and assists families with wealth management tasks such as asset allocation, supervision of banking relationships, consolidated reporting and performance attribution. Services also include tax optimisation of assets, estate succession, philanthropy policy and real-estate portfolio management.

Family Office Services SwissTrust AG 

Zurich · Since 1999

The core activity of SwissTrust Family Office Services AG is to provide wealth management services to high-net-worth individuals, family businesses, investment companies, asset managers, trustees, and foundations. Specifically, this includes: Investment reporting and consolidation, risk management and monitoring, asset management and consulting, securities accounting and portfolio optimization, and family office services. The company offers a digital platform that enables the consolidation of assets, monitoring of risks, and informed decision-making. The services are tailored to the needs of ultra-high-net-worth individuals and family businesses.

FAR Future AG 

Zug · Since 2022

FAR Future AG provides independent, conflict-free advisory services to wealthy families, focusing on aligning investment and retirement objectives. Services include comprehensive financial assessments, coordination with existing advisors, ongoing portfolio monitoring and access to a global network of family offices.

finaut GmbH 

Chur · Since 2013

The core activity of finaut GmbH is the provision of trust and financial services, in particular as a Multi Family Office, as well as the provision of training and development services.

Fincor Finance SA 

Zurich · Since 1985

Fincor Finance SA provides independent financial advice to entrepreneurial, institutional and private clients. Its services include corporate finance, institutional consulting and family office services, alongside asset management and private banking activities.

FIO Wealth Services AG 

Pfäffikon Sz · Since 2019

FIO Wealth Services AG provides family office and wealth management services, including asset and portfolio management, investment advisory, and consolidation with performance measurement. The firm acts independently for high-net-worth individuals and entrepreneurial families and is supervised by FINMA.

FIRST PARTNERS Group GmbH 

Gams · Since 2019

The company's core activity is providing consulting services to businesses and high net worth individuals in the following areas: Corporate Consulting (strategy, organization, change management, innovation, marketing/sales, design and process optimization), Family Office services (including real estate and innovation management, concierge services), Real Estate Brokerage services (buying and selling high-end properties, apartments and houses), and Management Coaching and Business Coaching for executives. The company supports its clients in overcoming entrepreneurial challenges, developing strategies and implementing changes. It offers a comprehensive service that ranges from analysis and consulting to implementation and support.

FLONZEL CAPITAL AG 

Wilen B. Wollerau · Since 2022

FLONZEL CAPITAL AG is a private Swiss investment office that manages its own assets through trading activities and employs a range of alternative investment strategies. It also provides bespoke services to investment companies and families established abroad, including company structuring, regulatory compliance support and facilitation of investments in Switzerland; its capital markets activities cover listed derivatives (futures and options) and OTC products such as credit derivatives and credit default swaps.

Foster Swiss SA 

Geneva · Since 2018

Foster Swiss is a consulting firm specializing in the digital transformation of financial institutions and companies. The core activities include: Implementation of companies, particularly in the areas of international private banking and commercial banking; Strategy development and implementation in the Fintech sector, including licensing and regulatory requirements; Consulting on the implementation of payment systems and cybersecurity measures; International tax strategy and reduction; Support for Mergers & Acquisitions and participation in Fintech projects; Management of technology and innovation, including talent scouting and partnerships. Overall, the company focuses on the digital transformation of financial institutions and companies, with a strong emphasis on Fintech, Cybersecurity, and international tax strategy.

Founder Office Sàrl 

Geneva · Since 2022

Founder Office Sàrl is a family office focused on growth and investment, diversification, and special projects. Services include advisory, business development, go-to-market planning, project management, sourcing business opportunities and on‑demand concierge services for members.

Frey Family Office AG 

Zurich · Since 2002

FUTUN: FamilienUnternehmerTUN GmbH 

Zurich · Since 2019

The company FUTUN offers consulting and accompaniment services for entrepreneurial families in the German-speaking region, particularly in the areas of: Family consulting and accompaniment (e.g. development of family constitutions, mediation, conflict resolution), Corporate consulting (e.g. development of guiding principles, succession planning, appointment of committees), Wealth consulting (e.g. development of wealth culture and governance, distribution and use of funds strategy), Personal consulting for owners and shareholders (e.g. vision development, life goal planning, mentoring). The core activity of the company is to support entrepreneurial families in shaping transformation processes and developing long-term strategies for their families, companies and assets.

G7NESIS Family Office AG 

Zurich · Since 2021

G7NESIS Family Office AG is a private family office that stewards and seeks to grow entrepreneurial assets for its founder and selected clients. The firm provides wealth advisory, institutional‑grade asset management (including pooled and customized strategies), co‑investments and a technology platform for asset consolidation and reporting.

Gehweg AG 

Zurich · Since 2010

The core activity of Gehweg AG encompasses private equity investments and real estate investments, particularly in the area of affordable housing. The company also provides advisory services in the areas of M&A transactions, strategic succession planning and financing, especially for small-cap companies.

GKC Advisors SA 

Lugano · Since 2009

The core activity of GKC Advisors encompasses the following areas: Wealth & Asset Management, Advisory, Real Estate, and Family Office Services. The company provides personalized solutions for its clients, focusing on long-term stability, optimal diversification, strong investment convictions, flexibility, and liquidity.

Global Concierge Services SA 

Lugano · Since 2015

The core activity of Sitonline is providing a platform for creating and managing websites.

GLOBAL THOT SA 

Giubiasco · Since 2020

The core activity of Global Thot SA is the provision of fiduciary and consulting services, particularly in the following areas: accounting and administrative consulting, real estate consulting, intermediation of rental and/or sale of properties, tax consulting, corporate consulting, and family office services (comprehensive consulting and support for relocation to Switzerland and abroad). The company thus offers a wide range of consulting services for companies and individuals, with a focus on finance, taxes, and real estate.

Global Wealth Management Consulting GmbH 

Wollerau · Since 2019

Global Wealth Management Consulting GmbH provides wealth planning and succession solutions for HNWI and UHNWI families, focusing on tax and estate planning. Services include the design, implementation and maintenance of charitable planning, relocation and family governance solutions, private equity, real estate and luxury-asset transactions, family office services, and support to banks and family offices in defining and implementing client wealth and tax planning while coordinating third-party providers.

goodpoint GmbH 

Richterswil · Since 2018

goodpoint GmbH is an investment firm that provides direct investments, family office management and board mandates.