Family Offices

Graf Strachwitz Capital Partners GmbH 

Zug · Since 2022

The core activity of Graf Strachwitz Capital Partners is the advisory and brokerage of alternative investment opportunities, particularly for family offices and high net worth individuals. The activities include: Asset Management: management of assets, especially in the areas of digital assets and direct investments; Fintech Investments: investments in financial technology companies; Off-Market Real Estate Deals: brokerage of real estate investments outside of public markets; Capital Raising: support in raising capital for asset managers and private equity companies; Portfolio Advisory: advisory services for the design and management of portfolios for high net worth individuals and family offices. The company focuses on the brokerage of unique investment opportunities in Central and Western Europe and offers discreet and transparent advisory services.

Guy Rothschild & Partners AG 

Steinhausen · Since 2021

Guy Rothschild & Partners AG is an independent family office. It provides investment and wealth-management services, sources opportunities through a private global network and invests across multiple sectors—particularly tech-enabled B2B and B2C companies, fintech and health‑tech—supporting portfolio companies in their international expansion into markets such as the GCC, Africa and India. The firm is registered as a financial intermediary supervised by the SRO VQF.

Hakan Hillerström 

Cologny · Since 2003

Hakan Hillerström provides family business advisory services, including succession planning, conflict management, continuity and emergency planning, wealth management, family office support and financial education.

Helvetic Investor Group SA 

Geneva · Since 1999

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

Herzig Treuhand AG 

Rüschlikon · Since 1984

Herzig Treuhand AG provides financial consulting, wealth management and family office services, including transaction brokerage. Offerings cover financial planning, asset management and coordination of family financial affairs.

Hillman AG 

Zug · Since 2017

The core activity of Hillman AG is to provide services in the field of the international real estate market and financial consulting. Specifically, this includes: Real estate consulting and brokerage services for residential and investment properties; Family Office services, including financial consulting and asset management; Top-class investment strategies; Commercial real estate management. The company supports clients in planning and implementing real estate projects, offers independent and international perspectives, and has many years of experience in the European real estate market.

Holland Parc AG 

Zurich · Since 2020

Husmann Family Office GmbH 

Ruswil · Since 2023

Husmann Family Office GmbH provides fee-based financial advisory services to private clients, advising on investment planning, pillar 3a, pension fund overviews, wealth-building strategies, real estate investment and financing, and tax-related matters.

Implenium Holding AG 

Baar · Since 2011

Implenium Holding AG is the parent of a corporate group that develops and manages focused strategies for its investments and participations. The company acts as a family office and investor in corporate and real estate projects, providing strategy development, planning, implementation and controlling to its subsidiaries and holding equity stakes in construction, real estate and service companies.

Incito Holding AG 

Zug · Since 2018

Incito Holding AG is a holding company that manages investment activities and provides information on its current investment profile.

Indaco AG 

Bürglen Tg · Since 1992

Indaco AG is a family holding company that manages real estate and holds participations in various small and medium-sized enterprises. For operational matters and property listings it refers to Indaco Treuhand & Immobilien GmbH.

Indevise Group AG 

Kilchberg Zh · Since 2020

Indevise Group AG is a privately held family office that builds and manages sustainable investments and developments in real estate, digitalization and future trends. The company acts as an entrepreneur, co‑founder, venture investor, silent partner and adviser, supporting engagements through to operational implementation.

Infinity Business AG 

Zug · Since 2023

Infinity Business AG provides management consulting, accounting services, construction project support and personal advisory services. Its offerings include family office services such as wealth management, real estate management and administrative support, as well as business strategy, process optimization, financial advisory and risk management.

Iridis AG 

Oberwil B. Zug · Since 2014

Iridis AG is a family and investment office that provides bespoke financial solutions and operational support to individuals, families, institutional investors and corporations. Services cover both listed and direct investments, portfolio optimization, wealth and succession planning, and corporate development and operational advisory.

ISATYS Advisory AG 

Zug · Since 2008

ISATYS Advisory AG is a private investment office. The website identifies the firm as a private investment office and provides contact details (email, telephone) and an imprint.

Jaquet Beteiligungen AG 

Basel · Since 2016

Jaquet Beteiligungen AG is a family office that structures its investment portfolio around real estate, private equity and listed asset investments. The firm develops and builds its own real estate projects, invests in Swiss small- and mid-cap companies in industry, technology and medical/biotech sectors, and allocates capital to selected funds and venture investments in startups.

Jaquet Partners AG 

Basel · Since 2001

Jaquet Partners AG is a family office that maintains sustainable values and focuses on long-term investments. It plans, develops and builds its own real estate projects and invests in real estate, private equity (Swiss small- and mid-cap companies and venture investments in startups) as well as in listed securities and selected funds and managers.

JAR Properties SA 

Geneva · Since 2024

JAR Properties SA provides private wealth management and family office services, including investment advice, discretionary portfolio management and consolidation of client assets. It serves families, entrepreneurs and institutional clients and operates with a network of banking and custody partners.

Jonic Capital AG 

Baar · Since 2024

Jonic Capital AG is a boutique investment firm specializing in private equity, private debt, and global real estate investments. It provides bespoke financing and investment solutions for institutional investors, high-net-worth individuals and families, supported by an international team and a network of market specialists.

KAIROS Family Office SA 

Neuchâtel · Since 2024

KAIROS Family Office SA provides family-office and wealth-management services for entrepreneurs and physicians, including estate planning, retirement (pension) planning and tax advisory. The firm also arranges risk/insurance management and real-estate advice via partner networks and offers a single point of contact for confidential, customized client support.