Firm profile
ATAG Family Office AG
ATAG Family Office AG is a multi-family office based in Basel, Switzerland, founded in 2016.
Updated . Rechecked monthly.
- Entity type
- Multi-Family Office
- Headquarters
- Basel, Switzerland
- Founded
- 2016
- Source
- Firm-reported
About 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. ATAG Family Office has a chairman and a professor on its board.[Firm website]
- Focus
- Independent solutions covering business, family, asset management and lifestyle management
Where ATAG Family Office AG is listed
ATAG Family Office AG is in the investor directory.
Scope and method
- What is shown
- The facts on ATAG Family Office AG's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.