Family Offices

PLUS Fiduciaire & Family Office Sàrl 

Lausanne · Since 2017

PLUS Fiduciaire & Family Office Sàrl provides fiduciary and family office services, including accounting, annual financial statements, payroll administration and tax filings. The firm also offers wealth structuring, succession planning and coordination with tax and legal specialists.

ELC SA 

Geneva · Since 2017

The core activity of ELC Financial Group encompasses a wide range of services in the following areas: 1. **Financial Planning**: Analysis of the financial situation of private individuals and companies to develop optimal solutions. 2. **Assurance** (Insurance): Provision of insurance solutions, including health insurance, for private individuals and companies. 3. **Fiduciaire** (Trust Services): Administrative services for private individuals and companies, including Family Office services. 4. **Real Estate**: Provision of real estate services in Switzerland and France. The company positions itself as a comprehensive service provider, offering its clients a wide range of solutions to meet their financial, insurance-related and real estate needs.

Nievergelt & Stoehr Family Office AG 

St. Moritz · Since 2022

Nievergelt & Stoehr Family Office AG provides comprehensive, tailored family office services covering wealth, investment, estate and financial planning and can act as trustee or protector for trusts. Services include bank and asset-manager selection, due diligence, reporting and financing, real-estate services and management of luxury assets (yachts, private aircraft, art) as well as private office and concierge support.

Familiengemeinderschaft Musfeld 

Basel · Since 1989

Familiengemeinderschaft Musfeld develops and manufactures mobile climate solutions for rail, military and special applications, and provides associated climate-control products and services.

Aerni Family Office AG 

Tenniken · Since 2007

Aerni Family Office AG is a company offering plant and apparatus engineering, sheet‑metal processing, barrier/pressure systems and wine‑storage systems. Its services include contract manufacturing, prototype construction and the production of pressure vessels, reactors and components for sectors such as chemical, pharmaceutical, cosmetic and food industries.

EC Global Consulting Sagl 

Breganzona · Since 2012

EC Global Consulting Sagl provides fiduciary and advisory services for businesses and private clients, including accounting, payroll and personnel administration, tax and corporate law advice, and company formation support. The firm also offers family office services, assistance for startups and bespoke concierge services for asset management.

GLOBAL CONSULT Sagl 

Lugano · Since 2017

GLOBAL CONSULT Sagl provides fiduciary and business consulting services, including accounting, tax compliance, company formation and family office administration.

axelion Invest AG 

Rothenburg · Since 2024

axelion Invest AG is an IT services provider for the healthcare sector, offering digital infrastructure, cloud and managed services, cybersecurity, and communication and alarm systems for hospitals, care homes and home‑care providers.

B-Conseil Global Sàrl 

Fontaines Ne · Since 2005

The core activity of B-Conseil Global Sàrl is to advise and assist private individuals in the following areas: wealth management, real estate, inheritance and mediation, insurance, and banking. The company thus offers comprehensive financial and wealth management advisory services to support private individuals in managing their financial affairs.

Aquila Associates Family Office AG 

Zurich · Since 2018

Aquila Associates Family Office AG is listed in Aquila’s partner directory as a partner company and is part of the network of independent asset managers and family office firms.

CSF Family Office AG 

Baar · Since 2024

VALEUR SA 

Lugano · Since 2015

VALEUR SA is an authorised asset manager providing management of collective assets and regulated by FINMA. It offers active investment services across fixed income, alternative investments, equity and multi‑asset strategies, including dedicated funds and discretionary mandates, and integrates ESG factors into investment decisions.

AGENDA INVEST AG 

Lugano · Since 2010

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

AKUNI GmbH 

Uster · Since 2015

The AKUNI GmbH offers a wide range of services as a neutral and independent consulting firm, including Family Office Services, trust services, company formation, pension and benefit assessments, legal advice and seminars. The core activity of the company is the independent and neutral consulting of private individuals and companies in various areas, such as tax returns, dealings with authorities, retirement issues, accounting and general legal matters.

Fiduciaria Fontana SA 

Chiasso · Since 1998

Fiduciaria Fontana SA provides administrative and tax advisory services for individuals and businesses, including national and international tax advice, accounting, payroll administration and corporate administrative support. The firm also offers services for wealth planning and wealth controlling, tax regularisation (voluntary disclosure), corporate reorganisations and audit services, supported by a multilingual team and a network of professional partners.

Swiss Innovation Partners AG 

Zug · Since 2012

The core activity of SwissInnovations is the consulting and support of companies in the areas of digital innovation, blockchain technologies and corporate development. They offer specific services such as ICO/STO services, product development, funding support and business acceleration to support start-ups and established companies in their development and scaling.

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG 

Frauenfeld · Since 2018

Teichmann International (Schweiz) AG, Zweigniederlassung Frauenfeld TG is a law firm and notary providing legal advice, litigation support and notarial services. It advises on employment, family, inheritance and corporate law, compliance and dispute resolution, and additionally offers corporate consultancy and family office services.

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich Usteristrasse 

Zurich · Since 2023

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich Usteristrasse is a law firm and notary office providing legal advice, litigation representation and notarial services. Its practice areas include employment, family, inheritance, corporate and administrative law, and it also offers compliance, arbitration, corporate advisory and family office services.

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich 

Zurich · Since 2018

Teichmann International (Schweiz) AG, Zweigniederlassung Zürich is a law firm and notary offering legal advice, litigation and notarial services. Its services also include corporate consulting and family office offerings, covering areas such as employment, family and inheritance law, commercial law, compliance and data protection.

Verium AG 

Zurich · Since 2011

Verium AG is an independent multi-family office that advises entrepreneurs, families and investors on wealth management and family office services. The firm also provides private market investment solutions, including direct investments, fund investments and real estate.

Interhold AG 

Zurich · Since 1946

The core activity of Interhold AG is the provision of Family Office services, including: wealth management and protection, strategic consulting, succession planning, investment strategy, selection and monitoring of asset managers, fiduciary services, including accounting, controlling and planning, and representation of clients in corporate and foundation bodies. The company positions itself as an independent, transparent and long-term oriented partner for wealthy families and individuals, offering a comprehensive range of services to protect and increase their wealth and legacy.

Moosmann Advisors AG 

Zumikon · Since 2014

The core activity of Moosmann Advisors AG is the independent and multidisciplinary consulting of family businesses, family offices and entrepreneurs in the areas of succession planning, wealth planning, tax planning, philanthropy and direct investments, with the goal of preserving and increasing the human, social and financial wealth of these families across generations.

Pilotage Private Wealth AG 

Zurich · Since 2013

Pilotage Private Wealth AG provides wealth, asset and investment management services for international private clients and families, with a focus on US citizens living abroad. Services include discretionary and advisory investment mandates, asset administration and custody management, advanced tax and estate planning, and private office advisory such as structuring, capital and corporate solutions.

Pilotage Private Office AG 

Zurich · Since 2019

Pilotage Private Office AG provides private office, capital advisory and wealth and asset management services for international and US clients. Services include structure advisory (tax residency, succession and asset protection), corporate and capital advisory (due diligence, M&A, debt and equity finance) and asset administration, compliance and consolidated reporting.

Prio Partners Family Office GmbH 

Zurich · Since 2020

Prio Partners Family Office GmbH provides family office and wealth management services for high-net-worth individuals, entrepreneurial families, foundations and institutions. Services include private office support, strategic family governance and succession planning, direct investment management, portfolio management, risk management and reporting.

Rhone High Value Asset Services SA 

Geneva · Since 2019

Rhone High Value Asset Services SA provides advisory and management services for high-value personal assets such as yachts, private jets, classic cars and art collections. Services include tax, VAT and customs advice, ownership structuring, registration, operation, accounting and cost control.

Schoeb Frôté SA 

Neuchâtel 1 · Since 2013

Schoeb Frôté SA is an independent wealth management firm offering portfolio management, management of vested‑benefit (free movement) assets and comprehensive patrimonial advice. The company is authorised by FINMA, partners with custodial banks, is part of the F&P group and uses a consolidated dashboard (F&P System) for portfolio analysis and reporting.

THETA Finance AG 

Zug · Since 2009

THETA Finance AG is an independent wealth management and financial services firm that manages assets, structures portfolios and provides rule-based investment solutions. The company develops research-based early-warning indicators to detect market instabilities, supports investment committees and supplies trading signals for professional clients, drawing on research from ETH Zurich.

ZHAR SA 

Balerna · Since 2018

ZHAR SA is an entrepreneur office and venture studio that develops and operates brands and businesses in the consumer goods, food, industry, hospitality and wellness sectors.

ZOPPE Fils SA 

Courchavon · Since 2024

ZOPPE Fils SA specializes in polishing and finishing of watch cases and bracelets. The company provides manual and mechanical polishing, cleaning, prototype development, and aesthetic and quality inspections.

Trigon Investment Advisors AG 

Zurich · Since 2009

FINAD AG 

Zurich · Since 1976

FINAD AG provides family office and wealth advisory services, asset management and private market investments for families, foundations, companies and institutional investors. The firm advises on strategic wealth planning, investments across asset classes, corporate and tax matters, and philanthropic engagement, operating as an independent financial advisor.

FINAD Family Office AG 

Zurich · Since 2008

FINAD Family Office AG is a family office and financial advisory firm advising wealthy families, entrepreneurs, institutional investors and foundations on strategic wealth planning, investment decisions, and governance, tax and philanthropic matters. Its services include family office services, asset management and private market investments, provided with an independent, holistic advisory approach.

Symphony Family Office SA 

Sion · Since 2011

Symphony Family Office SA is an asset management company and family/private office that provides asset management, succession planning, tax optimization, real-estate and financial advisory services, and credit negotiation.

1962 Holding SA 

Nyon · Since 2024

1962 Holding SA is a family office providing asset management and advisory services, including the management of tangible high-value assets, real estate portfolios, and merger & acquisition advisory. The firm supports acquisition, sale and preservation of yachts, business aircraft and collectible cars and operates discreet, cross-border investment and stewardship strategies.

Accendo Family Office SA 

Geneva · Since 2016

Accendo Family Office SA is a group holding entity that provides family office and trusted‑advisor services. Its offerings include wealth planning, property management and private office services, as well as regulatory and compliance support.

ACEBI Wealth GmbH 

Herrliberg · Since 2022

ACEBI Wealth GmbH is a family office that provides data-driven wealth management, risk analysis and performance attribution, combining institutional-grade quantitative methods with personalised client service for families and individuals with complex wealth.

Acorma Invest AG 

Hurden · Since 2015

The core activity of Acorma AG is to provide services to a Swiss family office and exclusively serve the interests of the owner family. The company is privately owned and does not offer services or financial transactions to third parties.

Activa Wealth AG 

Basel · Since 2020

The core activity of Activa Wealth AG is the provision of services in the field of international consulting and succession planning, particularly in the areas of inheritance and succession planning, Family Office and Family Governance.

Agboton & Associés Sàrl 

Fribourg · Since 2012

Agboton & Associés Sàrl is a consulting firm providing legal advice, financial strategy and market development services for Sub‑Saharan Africa. Its services include legal and financial counsel, family‑office solutions and investment support in Africa such as company formation, domiciliation, regulatory compliance and due diligence.

ALFA Partner AG 

Zug · Since 2022

ALFA Partner AG is a family office. The website lists privacy as a central concern and highlights a single point of entry as a guiding principle.

Alium Advisory Sagl 

Lugano · Since 2020

The core activity of Alium Advisory is to provide strategic and financial advisory services to institutional, corporate and private clients. This includes: Corporate Consulting, Accounting and Tax Services, Trust Services, Family Office, Advisory Private Equity Funds, and Corporate Communication. The company positions itself as an independent and transparent partner for its clients, offering individual solutions tailored to their specific needs.

AlphaInvest Capital Partners AG 

Altendorf · Since 2020

AlphaInvest Capital Partners AG is a club-deal investment boutique for family offices focused on equity investments in young growth companies. The firm provides deal sourcing and structuring, due diligence, growth and bridge financing (equity and mezzanine), co-investment opportunities, and centralized transaction management with a digital reporting platform.

Alpina Fiduciaries SA 

Nyon · Since 2007

The core activity of Alpina Fiduciaries SA is the provision of fiduciary services, i.e. services in the field of asset management, trust and administration of assets for private individuals and companies.

Amana Wealth AG 

Zurich · Since 2023

The core activity of Amana Family Office is wealth management and structuring for ultra-high-net-worth families (UHNW families), particularly from the Sub-Saharan Africa region. This includes services such as: wealth structuring, wealth transfer, succession planning, philanthropy advisory, next-generation education, corporate advisory, transaction support, and access to a network of partners and experts. The company positions itself as a Family Office that focuses on the individual needs and goals of its clients and maintains a personal, trustworthy relationship with them.

Amedia Wealth SA 

Geneva · Since 1975

Amedia Wealth SA is a fiduciary and financial services provider offering company formation and domiciliation, tax and accounting services, audit and payroll solutions, as well as private wealth management and investment advisory services.

Aquila Balmoral AG 

Zurich · Since 2023

Aquila Balmoral AG provides wealth management and family office services, including asset management, wealth planning and estate planning. The firm cooperates with banks and external specialists such as trustees, notaries, lawyers and tax advisors; it is a partner of AQUILA AG and, as an independent asset manager, is subject to direct supervision by FINMA.

Arabella Family Office AG 

Zurich · Since 2017

Arabella Family Office AG provides families with comprehensive, personalised and holistic advisory and support for complex asset structures. Services include developing tailored strategies and coordinating with banks, tax advisors, law firms and other specialists, as well as access to venture and investment networks.

ARETAS AG 

Basel · Since 2010

ARETAS AG is the family office and acts as a staff unit responsible for overseeing investments and carrying strategic responsibility. The company focuses on strategic management and structuring of direct and indirect investments—notably private equity—and on asset protection, investment controlling and the coordination of equity transactions.

Arise Partners AG 

Zurich · Since 2023

Arise Partners AG is an independent asset manager and family office provider offering bespoke wealth management, portfolio management, consolidated reporting and risk management for high-net-worth and institutional clients. The firm holds a FINMA licence as an asset manager and cooperates with selected custodian banks and third-party partners to deliver investment mandates, lending solutions and reporting services.