Family Offices in Switzerland

Part of the 1291 Group (founded 2000), this FINMA-registered firm is Europe's leading independent broker of Private Placement Life Insurance. Serves families in 60+ countries with PPLI-centric solutions for tax efficiency, creditor protection, and intergenerational succession. A specialist, not a generalist.

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.

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.

Daniel Aegerter's SFO, running since 2000 out of Zurich. Writes founder capital checks into companies tackling big problems -- AI, clean energy, cybersecurity, robotics, infrastructure. Also invests across PE, public markets, and real estate. The thesis is conviction-driven: back exceptional founders working on outsized problems.

Basel-based MFO established in 2016, with institutional roots dating to 1917 through ATAG Private & Corporate Services. The firm goes beyond compliance-driven wealth management -- covering business advisory, family governance, asset management, and lifestyle management. The Basel location positions it at the nexus of Swiss pharma wealth.

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.

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.

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.

Serial entrepreneur Claudio Cisullo founded CC Trust in Zug in 1997. Nearly 30-year track record with 15+ active investments spanning services, finance, leisure, healthcare, real estate, private aviation, and technology. Entrepreneurial capital with an operator's instincts.

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.

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.

Lugano-based independent wealth office with a computational finance orientation, founded in 2014. Registered with BX Swiss AG and a member of the Swiss Association of Wealth Managers. Serves qualified and institutional investors, family offices, and financial intermediaries.

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. Recent leadership transition brought in Lucia Waldner as CEO, with Marina Nitsa Viergutz running investments and Susanne Reinhard as Group General Counsel.

Geneva-based, fully independent. Handles wealth administration and investment management with a relationship-driven model -- families retain full control of assets and operations while HBS provides the infrastructure and execution.

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.

Formed in 2025 by merging Jacobs Holding (founded 1994) with Telemos Capital. Deploys EUR 100-300M of evergreen equity per deal into European mid-market businesses -- consumer, business services, education, healthcare. The model blends family enterprise flexibility with PE-grade operational involvement. No fund lifecycle constraints.

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.

Partner-led Zurich MFO since 1998, built for families with complex ownership and asset structures. Thirty-five professionals across investments, sustainability, family governance, law, and project management. The model goes well beyond asset management into the operational complexity of multigenerational family enterprises.

Beat Notz and Christian Stucki helped put Geneva on the hedge fund map -- their relationships with Soros, Tudor Jones, and other legends date to the firm's 1964 founding. Now rebranded as NS Partners, the platform manages $9B+ across 8 offices worldwide. Asset management, investment advice, and family office services, with the hedge fund DNA still running through the operation.

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.

Geneva institution since 1973, now part of Intesa Sanpaolo after the banking group's full acquisition in 2026. REYL's Entrepreneur & Family Office Services division handles wealth management, corporate finance, asset services, and asset management for international entrepreneurs and institutions. CHF 26B+ in managed assets.

Roger Studer's SFO, investing across generations with an entrepreneurial edge. The firm finances and develops companies and real estate projects in software, ICT, financial services, fintech, and digital assets. Hands-on approach -- they develop the businesses, not just write checks.

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

Independent Lugano-based MFO since 2014, FINMA-authorized with an FCA-regulated UK office. Focuses on asset preservation, succession planning, and investment diversification for multigenerational families. The dual Swiss-UK regulatory footprint gives cross-border structuring capabilities.

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 broader Tiedemann group oversees roughly $25B in client assets.

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.

Started as a Zug-based MFO in 2010, pivoted to an independent investment boutique by 2019. FINMA-authorized, with 40 professionals across Zug and London. The focus is sourcing niche opportunities across asset classes for family offices and qualified investors. Repeatedly named among Switzerland's Top 50 Independent Asset Managers by Citywire.