Family offices in Switzerland
Multi-family offices coordinate a family's entire wealth across generations, including investments, real estate, holdings, tax and succession.
0 firms
Get an e-mail when new firms match this search.
Create a free accountNo firms in “Family Office” yet
This category is new on ASSET.CH. If you are active in this field, you can list your firm free of charge and be found as soon as clients search here.
List your firmRelated categories
Frequently asked questions: Family Office
What is a family office?
A family office coordinates a family's entire wealth: securities, real estate, holdings, art and foundations, plus reporting, tax, administration and succession. A single-family office works for one family, a multi-family office for several.
What level of assets makes a family office worthwhile?
A multi-family office is usually an option for larger, complex fortunes, often from a sum in the tens of millions; a dedicated single-family office only for considerably higher wealth. The thresholds vary from provider to provider.
Does a family office need a licence?
It depends. In Switzerland, a single-family office that serves only one family generally does not need a licence. A multi-family office may need one depending on its activities, for example as an asset manager under FinIA.