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Your family office: independent, comprehensive, personal

We are a family office that entrepreneurial families, senior managers, and private individuals can rely on for advice and support. We have great respect for what you have achieved, and we offer dedication, many years of professional experience, and the long-term view you need. We think and act independently and represent only the interests of our clients. We understand the vital importance of efficient risk management, transparency, reliability, and integrity. Since 2016 we have been subject to direct supervision by FINMA, the Swiss Financial Market Supervisory Authority.

What we stand for – and what makes us different

  • As passionate entrepreneurs, we cherish our independence and view companies and families as equal partners.
  • We are a living testimony to continuity, having successfully completed the generational transfer within our own firm.
  • We are active and attentive listeners, taking time for you and the things that matter most to you. We view our clients as people to be served, not just mandates to be executed.
  • We take the complexity out of managing your financial affairs to free up time for your priorities.
  • We help you find and implement the strategy that is right for you.
  • By interacting with you, we develop sound solutions that are simple, comprehensible, and sustainable even in challenging times.

We coordinate the specialists you know and trust, bringing experts from our own network on board where necessary.