Family Offices

Kellins AG 

Zurich · Since 2015

Kellins AG is an independent asset management company licensed as an asset manager under FINIA and supervised by FINMA. The company provides discretionary asset management, investment advice, order transmission (execution-only), family office services including account consolidation and administrative support, and can structure products and act as asset manager for certain certificates/derivatives.

KFB Fiduciaria SA 

Grono · Since 2019

KFB Fiduciaria SA provides fiduciary, tax, administrative and corporate services. It advises national and international companies on company formation, operational administration and extraordinary corporate matters and maintains a multilingual team; some staff hold fiduciary and financial licenses issued by the competent supervisory authority.

KFB Fiduciaria SA 

Chiasso · Since 2015

KFB Fiduciaria SA provides fiduciary tax, administrative and corporate services, advising national and international companies and entrepreneurs on company formation, start-up and ongoing corporate administration.

KIRKBI AG 

Baar · Since 1963

The core activity of KIRKBI is the acquisition and management of investments in various companies, particularly in the areas of direct equity investments and real estate. KIRKBI focuses on long-term investments in companies with growth potential that follow global trends and align with the company's goals. In addition, KIRKBI is the holding company of the LEGO Group and other companies that focus on promoting children's welfare and combating climate change.

KK Invest AG 

Zug · Since 2015

KK Invest AG is a family-owned investment company that operates as a family office investing across the finance, technology, real estate and hospitality sectors. The company holds participations in technology and finance firms, develops real estate projects in the Swiss mountains, Mallorca and Greece, and manages hospitality interests including Hotel Prätschli and several restaurants; it also participates in wellness and social initiatives such as SANSEVA and selected direct-aid projects.

Klarok GmbH 

Zurich · Since 2013

Klarok GmbH is a fiduciary firm that provides personalised, case-specific advisory services. Its services include asset management, tax optimization, family office support, personal retirement planning and medical advance care planning such as mandates and advance healthcare directives.

KRISSA Holding AG 

Brig · Since 2008

The core activity of KRISSA Family Office is the direct investment of private funds in various asset classes with the aim of securing and increasing wealth in the long term.

KROWNE CAPITAL SOLUTIONS SA 

Lugano · Since 2019

KROWNE CAPITAL SOLUTIONS SA is an independent financial advisor providing a range of financial services for long-term wealth management. Services include wealth management and financial advice, portfolio controlling, bespoke structuring solutions, family-office services, and support for M&A, IPOs, corporate restructuring and tax planning.

Kulmacker Immobilien AG 

Sissach · Since 1960

Kulmacker Immobilien AG is a family office providing comprehensive property services. The company develops, builds, invests in and manages residential and existing properties, handles acquisitions and tenant services, and cooperates with its sister company Phodax AG for marketing.

Landert Family Office AG 

Zollikon · Since 1985

Landert Family Office AG provides tailored wealth management and advisory services for families, private individuals, companies and foundations. Since 2022 the firm no longer offers financial intermediation services; Dr. Gerhard Landert continues to perform research and advisory work.

Latsco Family Office SA 

Geneva · Since 2020

Lavin AG 

Lachen Sz · Since 2014

Lavin AG is an independent asset management and investment firm offering wealth management, asset management, venture marketing, convertible loan financing and real estate services. The company focuses on managing family wealth and providing structured financing solutions, including convertible loans, for businesses.

LC5 CONSULTING SA 

Lugano · Since 2011

LC5 CONSULTING SA provides family office services and yacht management and is licensed as a financial intermediary. Its services include fiduciary and structuring solutions, tax and legal advice, finance and accounting, as well as crew management, insurance and regulatory compliance for yachts.

Linden Management AG 

Zug · Since 2022

The core activity of Linden Management AG is the management of assets as a Family Office.

MA Capital AG 

Cham · Since 2024

MA Capital AG is an independent advisory firm focused on corporate finance and financial advisory services. It provides M&A advisory, capital-structure advice, private placements and debt/equity financing instruments, as well as fiduciary and investment solutions, with an emphasis on alternative financing and real estate and infrastructure investments.

Mantzke Family Office 

Kastanienbaum · Since 2010

The core activity of Mantzke Family Office is the establishment and management of companies, trusts and foundations for private individuals and families, as well as the structuring and management of investments in Swiss real estate and private equity. This also includes services such as the creation of corporate documents, the management of bank accounts and credit cards, as well as the provision of accounting and trust services. The goal is to optimize and protect the assets of its clients.

Melnik Capital GmbH 

Zurich · Since 2016

The core activity of Melnik Capital GmbH is the management of the private assets of its owners and their families, particularly in the areas of: Commodities, Equities, Fixed Income, Private Equity, and Real Estate. The company currently does not manage assets from external clients (third-party money).

MONTAIGNE TRUST LTD 

Geneva · Since 2016

The core activity of Montaigne Trust Ltd is to provide services as a trustee and asset manager for private individuals and family businesses, particularly in the areas of: * Management of trusts and foundations for asset protection and estate planning * Management of private equity and real estate investments * Cash flow and budget management * Family governance and succession planning * Advisory and management services for US persons and assets, as well as for clients from the Middle East. Montaigne Trust Ltd acts as a trustee, administrator or protector and offers tailored solutions for asset protection and transfer.

Mosaik Capital AG 

Zurich · Since 2022

The core activity of Mosaik Capital AG is the provision of investment services as an independent investment office for family offices, families and institutional clients. This includes asset allocation, the selection and coordination of specialists from the network, as well as cooperation with banks and asset managers to offer tailored investment solutions.

Muhr Advisory GmbH 

Pfäffikon Sz · Since 2024

Muhr Advisory GmbH is a consultancy for family offices, institutions and private clients offering advice and implementation on matters of wealth, values and succession planning. Services include family governance and estate planning, real estate and investment-related management (excluding portfolio management), project coordination, foundation setup and tailored administrative services.