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  Wealth Preservation Across Generations   

Swiss Family Office Company Structure


A dedicated and discreet structure for managing, preserving, and growing your family's wealth across generations. Benefit from Switzerland's unmatched stability and expertise in global asset management.


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The Swiss Family Office: Centralized Wealth Stewardship

A Swiss Family Office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and their families. It acts as a centralized "headquarters" for managing a family's entire financial and personal universe.

From investments and legal affairs to succession planning and philanthropy, it goes far beyond standard private banking, offering a holistic and deeply personalized approach to safeguarding your legacy.





Important Note: The legal entity for a family office is a key decision. For an overview of corporate options, see our main guide to company formation in Switzerland.  

Why Establish Your Family Office in Switzerland?


For generations, Switzerland has been the global standard for wealth preservation. Establishing your family office here provides unparalleled advantages.

Absolute Discretion & Privacy

Swiss culture and law are built on a foundation of confidentiality, protecting your family's affairs from public scrutiny.

Unmatched Stability

Switzerland's centuries of political, economic, and legal stability provide a secure harbor for your assets, insulated from global volatility..

Asset Protection

Gain direct access to a sophisticated network of top-tier banks, investment managers, and legal and tax specialists.

No Withholding Tax on Outgoing Dividends

Utilize robust legal structures like Swiss Foundations (Stiftung) and Holding Companies to effectively protect and manage your family's assets.

A Holistic Approach to Your Family's Needs

Our family office services are tailored to your unique requirements and 

can encompass a wide range of functions, all managed through a single point of contact.

Wealth & Investment Management

Consolidated oversight and strategic asset allocation.

Succession & Estate Planning

The articles of association must clearly state that the primary purpose is the long-term management of participations.

Corporate & Legal Administration

 Managing family-owned businesses and holding structures

Philanthropic Advisory

Structuring charitable foundations and impact investing.

Lifestyle & Concierge Services

Art collection, private aviation, and personal administration. 

Choosing the Right Structure: Single vs. Multi-Family Office

We can help you establish your own exclusive structure or join other multi-family office to leverage shared resources.

Feature

Single-Family Office (SFO)

Multi-Family Office (MFO)

Control

 Total and exclusive control

Shared resources and expertise

Cost

 Higher operational costs

 Cost-effective (shared overhead)

Customization

 Fully customized to one family

Best practices leveraged from multiple families

Best For

 Families with significant assets requiring a dedicated team

 Families seeking expert service without building from scratch


For a complete breakdown, visit our definitive guide: ​Wiki

Transparent Pricing for Your Family Office Structure

Our packages are designed for entrepreneurs who want a predictable, all-in-one solution. It's everything you need to get started.

Starter Package

 Our "Starter" package is perfect for new Family Office structure, including the incorporation, a registered address, and full accounting setup on our digital platform.

 Complete Incorporation
 Registered Domicile Address
 Resident Director Service
 Digital Platform Management

Secure Your Family's Future

 

Managing significant wealth requires a partner dedicated to your family's long-term vision. Contact us for a completely confidential consultation to discuss how a Swiss Family Office can provide the structure and peace of mind you need to protect and grow your legacy.


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