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Investor Directory

Family Offices in Switzerland

This directory profiles family offices headquartered in Switzerland, drawn from a mix of each firm's own site and the maintained evidence register. Most Swiss family offices keep their assets under management private; this directory shows a disclosed figure only where one is recorded in the evidence register, so the combined total on this page reflects a disclosed subset, not the overall size of the local market. Both multi-family and single-family offices are represented here, reflecting Switzerland's mixed family-office landscape. Swiss family offices draw on the country's private-banking infrastructure, multilingual professional services, and cantonal structuring optionality, with families weighing tax treatment, capital-markets access, and international connectivity when choosing where in the country to base an office.

29 Firms Listed$86.8+ billion Combined AUM (11 of 29 firms reporting)

Data last verified: August 2026

By AUM band

0 <$500M0 $500M-$1B6 $1B-$5B1 $5B-$10B4 $10B-$50B0 >=$50B18 Undisclosed

11 of 29 disclose AUM

By region

0 North America29 Europe0 Middle East0 Asia-Pacific0 Latin America0 Africa

By sector

1 Artificial Intelligence1 Aviation1 Business Services1 Clean Energy1 Consumer1 Cybersecurity1 Digital Assets1 Education1 Energy1 Finance1 Financial Markets1 Financial Services1 Fintech1 FinTech3 Healthcare1 Hospitality1 ICT1 Industrials1 Infrastructure1 Private Equity5 Real Estate1 Retail1 Robotics1 Services1 Software2 Technology

Counts exceed the firm total because a firm may carry more than one sector

By investment type

1 Co-Investments23 Direct Investments2 Hedge Funds2 Private Debt15 Private Equity1 Public Equity7 Real Estate2 Venture Capital

Counts exceed the firm total because a firm may invest via more than one type

29 firms

  • Multi-Family OfficeFirm-reported

    1291 Private Office

    Zurich, SwitzerlandEst.2000

    Key:Lee Sleight, Global Head of Wealth Planning (from Feb 2026)

    This office is part of a wider group that describes its work as global wealth and estate planning advisory, including tax-optimized life insurance solutions and bespoke cross-border structures, organized around a stated framework covering privacy protection, asset protection, tax planning, estate planning, and liquidity.[Firm website]

    Per the group's own site, Lee Sleight was appointed Global Head of Wealth Planning, a role covering the group's wealth-planning practice across its international offices.[Firm website]

    Focus

    Family governance, PPLI solutions, and multi-jurisdictional wealth structuring

    Invests via

    Direct Investments
    Visit
  • Single-Family OfficeFirm-reported

    Acorma AG

    Hurden, Switzerland

    Closed SFO, serves only the founding family, no third-party clients, no outside financial transactions. Operates subsidiary entities for holdings and investment management. Multigenerational wealth base.

    Focus

    Multigenerational wealth preservation and holdings management for one family

    Invests via

    Direct Investments
    Visit
  • Single-Family OfficeFirm-reported

    AR Capital

    Switzerland

    Multigenerational SFO with 35+ years of investment history. Family-managed with analyst support, running a diversified international portfolio tilted toward capital preservation. Opportunistic within a risk-controlled framework.

    Focus

    Diversified portfolio across multiple regions, asset classes, and sectors for capital preservation and long-term growth

    Invests via

    Direct Investments
    Visit
  • Single-Family OfficeFirm-reported

    Armada Investment AG

    Zurich, SwitzerlandEst.2000

    Key:Daniel S. Aegerter, Founder/CEO

    Armada Investment describes itself as a Zurich-based, entrepreneurially driven investment firm, fully owned and led by Daniel S. Aegerter, that provides founder capital to entrepreneurs. The firm invests across private equity, public market securities, and real estate.[Firm website]

    Per the firm's own account, founder Daniel S. Aegerter's background includes an earlier enterprise-technology venture that was acquired by a larger industry player around the time he founded Armada, experience he has carried into the firm's founder-capital approach.[Firm website]

    Focus

    Founder capital for visionary entrepreneurs in technology, energy, robotics, and infrastructure

    Sectors

    Artificial IntelligenceRoboticsClean EnergyFinTechHealthcareCybersecurityInfrastructure

    Invests via

    Direct InvestmentsCo-Investments
    Visit
  • Multi-Family OfficeFirm-reported

    ATAG Family Office AG

    Basel, SwitzerlandEst.2016

    Assets under advice

    $8B

    Key:Dr. Igor Rusek, Chairman

    ATAG Family Office describes itself as an independent Swiss multi-family office that works on an assets-under-advisory basis rather than discretionary asset management. Its scope spans wealth management, including asset allocation and manager and service-provider selection, legal and tax advice covering national and international tax matters and estate planning, family governance and generation planning, pension planning, and lifestyle management for family businesses, families, and individuals.[Firm website]

    The firm traces its roots to a long-established Basel fiduciary and trust practice that predates it by decades, before spinning out as a standalone multi-family office. Dr. Igor Rusek chairs ATAG Family Office, and Prof. Dr. Nicole Conrad-Forker sits on its board.[Firm website]

    Focus

    Independent solutions covering business, family, asset management and lifestyle management

    Invests via

    Direct InvestmentsPrivate EquityReal Estate
  • Multi-Family OfficeFirm-reported

    AVA Family Office SAGL

    Lugano, SwitzerlandEst.2020

    Lugano MFO founded in 2020 covering asset protection, growth, succession planning, and international relocation. Goes beyond financial services into family governance, cultural heritage, and lifestyle advisory, the full concierge stack for internationally mobile families.

    Focus

    Global asset protection, enhancement, and growth with family harmony and succession planning

    Invests via

    Direct Investments
    Visit
  • Multi-Family OfficeFirm-reported

    Bouchard Et Cie SA

    Geneva, Switzerland

    AUM

    $10B

    Founded in Geneva in 1972, Bouchard started as a single-family office and expanded into an MFO serving family businesses and UHNW individuals. Structured as a Swiss fiduciary company, subject to the same confidentiality and KYC requirements as Swiss banks. One of Geneva's longest-established family office platforms.

    Focus

    Multi-family office services for family businesses and ultra-high-net-worth individuals

    Invests via

    Direct InvestmentsPrivate EquityReal Estate
  • Single-Family OfficeFirm-reported

    Cambiata Schweiz AG

    Zurich, Switzerland

    AUM

    $2.1B

    Key:Michael Schmidt-Ruthenbeck

    The Schmidt-Ruthenbeck family's Zurich-based SFO. The fortune comes from co-ownership of retail giant Metro AG. Portfolio spans hospitality (Travel Charme Hotels & Resorts), real estate, and PE. Deliberately low-profile, preservation-first.

    Focus

    Long-term wealth preservation and strategic investments for the Schmidt-Ruthenbeck family

    Sectors

    RetailHospitalityReal EstatePrivate Equity

    Invests via

    Direct InvestmentsPrivate Equity
  • Single-Family OfficeFirm-reported

    CC Trust Group AG

    Steinhausen, Zug, SwitzerlandEst.1997

    AUM

    $2.4B

    Key:Claudio Cisullo, Founder & Chairman

    CC Trust Group describes itself as a Swiss family office active in private equity, corporate development, management, and consultancy, both in its home market and internationally. The firm both founds and invests in value-oriented, sustainably profitable companies, with a portfolio spanning services, finance, leisure, healthcare, real estate, private aviation, and technology.[Firm website]

    The firm is led by founder and executive chairman Claudio Cisullo, supported by an executive team that includes a chief executive officer and a chief operating officer, with an international footprint spanning multiple countries across Europe, Asia-Pacific, and the Americas.[Firm website]

    Focus

    Private equity, corporate development, management, and consultancy across services, finance, healthcare, real estate, and technology

    Sectors

    ServicesFinanceHealthcareReal EstateTechnologyAviation

    Invests via

    Direct InvestmentsPrivate Equity
    Visit
  • Multi-Family OfficeFirm-reported

    Crescendo Group

    Geneva, SwitzerlandEst.2004

    AUM

    $3B

    Key:Douglas Kalen, Co-Founder

    Geneva-based, FINMA-licensed, independently owned. Founded in 2004, Crescendo runs an endowment-style allocation, traditional investments blended with private debt, real estate, PE, and VC. Douglas Kalen leads the firm, which serves 100+ UHNW families across Europe, Latin America, and the Middle East.

    Focus

    Endowment-style investment approach combining traditional and private market opportunities for UHNW families

    Invests via

    Private EquityPrivate DebtReal EstateVenture Capital
    Visit
  • Multi-Family OfficeFirm-reported

    Eurotrust Family Office AG

    Zurich, SwitzerlandEst.1991

    Independent Zurich MFO operating since 1991. The practice centers on cross-border tax and succession planning for Swiss and international families with complex structures. Covers the full lifecycle from wealth assessment through investment policy design and ongoing portfolio monitoring.

    Focus

    Asset management, legal and tax advisory, and succession planning for wealthy families

    Invests via

    Direct Investments
    Visit
  • Multi-Family OfficeFirm-reported

    Fortworth AG

    Lugano, SwitzerlandEst.2014

    Fortworth describes itself as an independent Swiss wealth management advisory firm specializing in investment strategy and risk management, with a particular focus on computational finance. Its services include wealth management advisory, investment strategy, risk management, portfolio structuring, and multi-bank and multi-manager oversight for private clients, family offices, and institutional decision-makers.[Firm website]

    Per the firm's own site, strategies informed by its computational finance work have been implemented through institutional investment vehicles, including an actively managed certificate issued by Julius Baer.[Firm website]

    Focus

    Computational finance-driven wealth management and strategic investment advisory

    Invests via

    Direct Investments
    Visit
  • Single-Family OfficeFirm-reported

    GVO Advisory Management AG

    Zug, SwitzerlandEst.2007

    AUM

    $1.7B

    Key:Georg von Opel, Chairman; Lucia Waldner, CEO

    Georg von Opel's Zug-based SFO, established in 2007. GVO stands for Growth Value Opportunities. The firm invests across financial markets and real estate. Lucia Waldner, a Credit Suisse veteran, joined as CEO in March 2024 as part of a broader rebrand and leadership shakeup, with Marina Nitsa Viergutz running investments and Susanne Reinhard as Group General Counsel.

    Focus

    Financial markets and real estate investments for the Opel family

    Sectors

    Real EstateFinancial Markets

    Invests via

    Direct Investments
    Visit
  • Single-Family OfficeFirm-reported

    HBS SA

    Geneva, Switzerland

    HBS describes itself, per its own site, as an independent family office that administrates and invests private wealth, providing wealth administration and investment services from its Geneva office.[Firm website]

    The firm's own site names Herve Benzakein, Philippe Hancock, and Arnaud Finkbeiner as part of its team.[Firm website]

    Focus

    Private wealth administration and investment management

    Visit
  • Single-Family OfficeFirm-reported

    HFI Global AG

    Lucerne, SwitzerlandEst.2021

    AUM

    $3B

    Otto Happel sold engineering conglomerate GEA Group and parked the proceeds here. Lucerne-based, founded in 2021 (formerly Lufin Partners). Targets value-add opportunities in real estate, industrials, energy, and technology. The GEA origin gives the team deep operational perspective on industrial investments.

    Focus

    Real estate, private equity, venture capital, and infrastructure investments

    Sectors

    Real EstateIndustrialsEnergyTechnology

    Invests via

    Direct InvestmentsPrivate EquityVenture CapitalReal Estate
  • Single-Family OfficeFirm-reported

    Jacobs Capital

    Zurich, SwitzerlandEst.1994

    AUM

    $5B

    Jacobs Capital describes itself as a pan-European, evergreen-funded investor that takes majority stakes in a concentrated portfolio of businesses across business services, consumer, education, and healthcare. The firm targets high-performing, cash-generative companies and pursues growth through international expansion, add-on acquisitions, and operational improvements.[Firm website]

    The firm is led by Co-Chairman Nicolas Jacobs and Chief Executive and Investment Officer Jacob Polny. Its own site notes a recent move to sell a Swiss outdoor apparel brand within its portfolio to a new owner, intended to accelerate that company's international expansion.[Firm website]

    Focus

    Investing in European mid-market businesses through active ownership and majority stakes

    Sectors

    ConsumerBusiness ServicesEducationHealthcare

    Invests via

    Direct InvestmentsPrivate Equity
    Visit
  • Multi-Family OfficeFirm-reported

    LFG Family Office SA

    Lugano, Switzerland

    Lugano-based MFO with deep roots in the Canton of Ticino. Multigenerational wealth preservation and growth mandate. The Ticino focus gives LFG strong local networks and Italian-Swiss cross-border structuring expertise.

    Focus

    Family wealth management across generations in the Canton of Ticino

    Invests via

    Direct Investments
    Visit
  • Multi-Family OfficeSEC Form ADV

    Marcuard Family Office AG

    Zurich, SwitzerlandEst.1998

    AUM

    $8,661,817,914 total regulatory AUM ($4,098,686,328 discretionary + $4,563,131,586 non-discretionary), SEC Form ADV Part 1 Item 5.F, Marcuard Family Office Ltd, CRD 155003, as of December 31, 2025

    as of 2025-12-31

    Marcuard Family Office describes itself as an independent, partner-led multi-family office based in Zurich, providing wealth management, investment advisory, and portfolio management across liquid and private markets, alongside family governance and sustainability services for wealthy families.[Firm website]

    The firm states it is licensed by the Swiss Financial Market Supervisory Authority as an asset manager, and its own site publishes recurring investment-outlook commentary and articles on wealth and succession topics for its client families.[Firm website]

    Focus

    Interdisciplinary wealth advisory beyond traditional asset management

    Invests via

    Direct InvestmentsPrivate Equity
    CRD#155003
    Visit
  • Multi-Family OfficeFirm-reported

    NS Partners (formerly Notz Stucki)

    Geneva, SwitzerlandEst.1964

    AUM

    CHF 14 billion

    as of 2026-05-26

    Key:Frédéric de Poix, CEO (from Dec 2025)

    NS Partners describes itself as an independent Swiss asset and wealth management group organized across three business lines: wealth management, asset management, and a management company offering fund design services, alongside an alternative investments practice and portfolio management and hedge fund selection.[Firm website]

    Per the firm's own site, Frederic de Poix serves as Chief Executive Officer and a member of the executive committee, with Cedric Dingens heading investment solutions and institutional clients and Antonio Mira serving as group chief financial officer.[Firm website]

    Focus

    Asset management, investment advice, and family office services with pioneering hedge fund expertise

    Invests via

    Hedge FundsPrivate EquityDirect Investments
    Visit
  • Multi-Family OfficeFirm-reported

    Planura Family Office Switzerland AG

    Zug, SwitzerlandEst.2019

    Independent Zug-based MFO, founded in 2019 and FINMA-authorized. Manages assets for private and institutional clients with a tilt toward alternatives, PE, real estate, and direct investments.

    Focus

    Asset management including alternative investments in private equity and real estate

    Invests via

    Private EquityReal EstateDirect Investments
  • Multi-Family Office

    PMG Investment Solutions AG

    Zug
    Visit
  • Multi-Family OfficeFirm-reported

    REYL Group

    Geneva, SwitzerlandEst.1973

    AUM

    $30B

    REYL Group describes itself as an entrepreneur and family office services business built around two lines: wealth management and asset services, serving international entrepreneurs and institutions from its Geneva base.[Firm website]

    Per the firm's own account, REYL completed its transition to full ownership under the Intesa Sanpaolo banking group, while its Entrepreneur and Family Office Services division continues to serve the firm's family office and entrepreneur clients specifically, distinct from the broader banking group's other business lines.[Firm website]

    Focus

    Entrepreneur and family office services, wealth management, corporate finance, and asset management

    Invests via

    Direct InvestmentsPrivate EquityReal Estate
    Visit
  • Single-Family OfficeFirm-reported

    Studer Family Office AG

    Pfaffikon, SwitzerlandEst.2020

    Key:Roger Studer, Founder and Chairman

    Studer Family Office describes itself as the single-family office of the Studer family, investing its own capital across three pillars: private equity spanning software, ICT, business ecosystems, financial services, fintech, and digital assets; real estate development of residential property in Switzerland; and private debt, providing opportunistic financing to entrepreneurs and real estate projects within its network.[Firm website]

    The office is controlled by its founder, Roger Studer, and is organized as a Swiss stock corporation with its registered seat in Pfaffikon, matching the firm's operating base.[Firm website]

    Focus

    Private equity in software, ICT, fintech, digital assets, and real estate development

    Sectors

    SoftwareICTFinancial ServicesFintechDigital AssetsReal Estate

    Invests via

    Direct InvestmentsPrivate EquityPrivate Debt
    Visit
  • Single-Family OfficeFirm-reported

    suscap advisors ag

    Zurich, Switzerland

    Zurich-based SFO with a sustainability-first mandate. Capital preservation through long-term, responsible allocation. Limited public disclosure on portfolio specifics.

    Focus

    Sustainable capital protection through growth, responsibility and care

    Visit
  • Multi-Family OfficeFirm-reported

    SWIX Family Office SA

    Lugano, SwitzerlandEst.2014

    SWIX Family Office describes itself as an independent multi-family office providing tailored wealth management and advisory solutions, describing its approach as a holistic, human-centered model of wealth management serving private investors, multi-generational family entrepreneurs, the next generation, institutions, and foundations, with a stated focus on private-markets strategies for a limited number of clients.[Firm website]

    The firm's own site names Manucer Alexander-David as Co-Founder and Executive Chairman, Giacomo Bernasconi as Co-Founder and Chief Executive Officer, Francesca Clavarino as Chief Investment Officer and Partner, and Patrizio Manzuoli as Partner and Senior Relationship Manager.[Firm website]

    Focus

    Wealth preservation, succession planning, and investment diversification for families

    Invests via

    Direct Investments
    Visit
  • Multi-Family OfficeFirm-reported

    Tiedemann Constantia

    Zurich, SwitzerlandEst.2019

    Assets under advice

    $25B AUA

    Key:Robert Weeber, Founder

    Zurich-based international arm of the Tiedemann group, formed in 2019 as a joint venture with Constantia Partners. Robert Weeber leads a team of private bankers covering investment management, wealth planning, and family office services across multiple generations. The firm expanded via the acquisition of London-based Holbein Partners LLP in July 2021. The broader Tiedemann group oversees roughly $25B in client assets.

    Focus

    Multi-generational wealth management for high-net-worth families and foundations across continents

    Invests via

    Direct InvestmentsPrivate EquityReal Estate
    Visit
  • Single-Family OfficeFirm-reported

    Unifund SA

    Geneva, SwitzerlandEst.1970

    AUM

    $10B

    Geneva-based SFO with offices in New York and Hong Kong. Founded in 1970, Unifund has deployed capital across public and private markets for over five decades. Twenty-five investment professionals. The track record alone, 50+ years of continuous operation, puts it in rare company among family offices globally.

    Focus

    Private and public equity investments with multi-decade track record

    Invests via

    Private EquityPublic Equity
    Visit
  • Multi-Family OfficeFirm-reported

    Woodman Asset Management AG

    Zug, SwitzerlandEst.2010

    AUM

    CHF 3.5B

    Woodman Asset Management describes itself as an independent investment boutique providing wealth management to individuals and family offices, combining core, niche, and sustainable investment strategies. The firm offers discretionary and advisory mandates across equity, fixed income, and multi-asset portfolios through funds and separately managed accounts, alongside off-market real estate and private equity strategies and family office services.[Firm website]

    Per the firm's own site, Woodman is authorized and regulated by FINMA, with in-house investment professionals based in Zurich, Lugano, and London supported by a network of partners in which the firm holds strategic stakes.[Firm website]

    Focus

    Complete investment solutions and niche opportunities in public and private markets for family offices and qualified investors

    Invests via

    Direct InvestmentsPrivate EquityHedge Funds
    Visit

CAPITAL LANDSCAPE

The Switzerland Family Office Landscape

Swiss family offices divide between multi-family platforms serving international clients and single-family offices anchored to one founding family, and both models lean on Switzerland's private-banking infrastructure, multilingual professional services, and cantonal structuring optionality rather than on any single financial center.

Many of the family offices listed here do not publicly disclose assets under management. This directory shows a disclosed figure only where one is recorded in the evidence register, so the combined total shown reflects the disclosed subset, not the size of the market.

LOCAL MARKET

Why Switzerland

Political stability, rule of law, direct democracy, and a centuries-long wealth management tradition, Switzerland's structural advantages are well known because they're real. The Swiss franc as a safe-haven currency adds natural portfolio protection that most jurisdictions can't replicate.

Cantonal tax competition gives families genuine structuring optionality: Zug for corporate efficiency, Geneva for international credibility, Zurich for talent access, Lugano for Mediterranean connectivity. The cantons compete with each other, which keeps Switzerland competitive with everyone else.

Per-capita concentration of finance, legal, and advisory talent is unrivaled. Swiss universities produce world-class professionals, and the quality of life attracts top international talent. Staffing a family office here, or finding the right external advisors, is easier than almost anywhere.

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Frequently Asked Questions

Which firms in Switzerland manage large diversified investment portfolios?

Several of the firms profiled here manage large, diversified portfolios by their own account, spanning private equity, real estate, and other asset classes alongside traditional wealth management. This directory shows a disclosed figure only where one is recorded in the evidence register, so a firm without a disclosed figure here may still manage a substantial diversified portfolio; see each firm entry on this page for its stated scope. This is a structural read of each firm's own stated scope, not a performance ranking.

What is the difference between a single-family office and a multi-family office in Switzerland?

A single-family office serves the wealth, investments, and often the succession affairs of one family, typically set up and controlled directly by that family. A multi-family office serves multiple, usually unrelated, client families under one shared advisory or investment-management platform. Both models are represented in this directory, reflecting Switzerland's mixed family-office landscape.

How do Swiss family offices choose between cantons?

Cantonal tax competition gives families genuine structuring optionality, and different cantons draw different kinds of family offices: some offer stronger corporate-tax and capital-gains treatment, others deeper capital-markets access, and others closer ties to particular international communities. Families and their advisors weigh this mix, along with talent access and quality of life, when choosing where in Switzerland to base a family office.

How do I connect with family offices in Switzerland?

This directory is a reference platform, not an outreach or advisory service: it lists Switzerland family offices drawn from a mix of each firm's own site and the maintained evidence register, so a founder or fund manager can identify which offices' stated focus and sector interests actually match a given opportunity. From there, the most direct path is to reach out to each firm's own listed contact channel or website directly.