Family Offices in Switzerland

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

Armada Investment describes itself as a Zurich-based, entrepreneurially driven investment firm, fully owned and led by its founder, 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, its founder'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]

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. ATAG Family Office has a chairman and a professor on its board.[Firm website]

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 its founder and executive chairman, 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]

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]

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 three members of its team.[Firm website]

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]

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 its Co-Chairman and its Chief Executive and Investment Officer. 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]

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]

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, its Chief Executive Officer is a member of the executive committee, with one partner heading investment solutions and institutional clients and another serving as group chief financial officer.[Firm website]

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 and is organized as a Swiss stock corporation with its registered seat in Pfaffikon, matching the firm's operating base.[Firm website]

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 its two co-founders, its Chief Investment Officer and a partner and senior relationship manager.[Firm website]

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]