ATAG Family Office AG

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]