Family Offices

Müller Private Wealth AG 

Adliswil · Since 2014

The core activity of Müller Private Wealth AG is the management and asset management for the owner family, including the management of real estate, vineyards and land, as well as the provision of financial services such as asset management, asset protection and retirement planning. In addition, the company invests in commodities such as agriculture, energy and precious metals, as well as in exploration and mining companies.

Novarum Holding AG 

Hergiswil Nw · Since 2017

Novarum Holding AG is a family office that manages and develops its family wealth and legacy across generations. It oversees its own investment portfolio, acquires and develops business ventures and performs internal functions such as estate planning, strategic advisory and tax optimization.

One Family Governance Sàrl 

Bellevue · Since 2019

ONE Family Governance offers services in the field of family wealth management, particularly in the areas of: Family Governance: Identifying and aligning family goals to preserve and grow family wealth in the long term. Investment and Operational Governance: Creating an institutional platform by defining investment and operational strategies. Family Education: Providing knowledge and experience to facilitate the transfer of wealth between generations. The company supports families in developing governance structures that balance tradition and adaptability for long-term success. It also offers educational events and workshops for families and professionals to support them in addressing the challenges of wealth transfer.

P4 Wealth Management AG 

Zurich · Since 2019

Peak Capital AG 

Baar · Since 2009

Peak Capital AG is an investment office owned by its founders and partners.

Platinum Swiss Partners SA 

Geneva · Since 2016

The core activity of Platinum Swiss Partners is the provision of wealth management and family office services for private individuals, families and companies. This includes the development of individual asset management plans, the management of investments, risk management and the provision of financial advisory services.

PM Fiduciaria Sagl 

Lugano · Since 2023

POM Services GmbH 

Cham · Since 2023

The core activity of POM Services GmbH is the provision of services and consulting for Family Offices.

Prime Invest AG 

Bern · Since 2024

Prime Invest AG is an independent financial advisory firm. It aggregates and coordinates products from banks, insurers and other providers and offers services including wealth accumulation and investment advice, pension and insurance planning, financial planning, real estate and mortgage advisory, and legal arrangements.

Prime Invest AG 

Sursee · Since 2002

Prime Invest AG is an independent financial advisory firm that consolidates services and products from banks, insurers and other providers. Its services include wealth accumulation and investment advice, pensions and insurance, retirement and financial planning, as well as real estate, mortgages and legal arrangements.

PRINZ THURN UND TAXIS AG 

Haldenstein · Since 1998

The company's core activity is private wealth management, in particular investments in securities, participations, infrastructure, real estate, construction projects, art and lifestyle (yachts, hotels) as well as the acquisition of private and commercial real estate portfolios.

PROBUS TRUSTEES S.A. 

Geneva · Since 2007

PROBUS TRUSTEES S.A. provides bespoke trust and estate planning and fiduciary services focused on wealth structuring, tax optimisation and asset protection. The company establishes and administers tailored corporate and fiduciary vehicles and works with clients' tax, legal and financial advisers, banks and asset managers to coordinate and simplify financial affairs.

Swiss Sports Family Office AG 

Zug · Since 2021

Protectorship Company SA 

Zug · Since 2017

PROTECTORSHIP COMPANY SA provides security services including on-site guarding, mobile patrols, electronic security systems, alarm-centre and video surveillance services, and offers enterprise risk management as well as workplace safety and fire-protection services.

PWA Finance AG 

Cham · Since 2024

Ravel investment Co SA 

Lausanne · Since 2016

Ravel investment Co SA is a wealth management and investment company offering project financing, investment advisory, and real-estate management services. It provides tailored financing structures, structured finance solutions and asset- and portfolio-management support for investment and property transactions.

RDH Verwaltungs GmbH 

Baar · Since 2022

RDH Verwaltungs GmbH is a private investment office focused on global markets and private opportunities.

Rhône Family Office SA 

Geneva · Since 2010

Rhône Family Office SA is a wealth management firm providing investment management and advisory services to private clients and families. The website presents a traditional asset-management approach and services aimed at preserving client patrimony and supporting wealth transfer.

Rothorn Capital AG 

Zurich · Since 2023

Rothorn Capital AG is a multi-family office that provides independent wealth and succession advisory services and operates a platform to connect clients with specialised partners. The firm does not offer proprietary financial products and is remunerated via an annual fee to align its recommendations with clients' interests.

Rothorn Trust AG 

Zurich · Since 2023

Rothorn Trust AG is a multi-family office providing independent wealth and family-office services to private clients and families. It operates a platform that connects clients, collaborates with a curated network of external specialists, does not offer proprietary financial products and is remunerated through an annual fee to maintain advisory independence.