Independent, Owner-Managed Family Office
Swiss Family Partners AG is an independent, owner-managed multi-family office with entrepreneurial roots and a clear focus on sustainable success. Acting solely in the interests of our clients, we provide objective advice free from external influence. Our approach combines efficiency, confidentiality, and clear structure, coordinating banking relationships, assets, projects, and service providers through a single point of contact.
Independence
Our advice is guided solely by client interests, free from external influence. Independence ensures decisions are objective, transparent, and always aligned with what is best for families.
Long-Term Perspective
We design strategies that endure across generations, supported by strong governance frameworks and succession planning that provide clarity, stability, and continuity.
Entrepreneurial Spirit
We embrace innovation and open doors to unique opportunities, from exclusive investments to tailored co-investments with trusted partners who share our values.
Responsibility
We balance hard factors such as structure, law, and taxation with soft factors such as culture, values, and conflict prevention. This ensures both wealth and harmony are preserved.
Partnership
We work collaboratively with families, involving members according to their strengths while ensuring information symmetry. Trust, respect, and transparency define every relationship.
Our modular approach spans investment solutions, wealth management, real estate, and family governance. By integrating decision-making, structuring, and oversight, we bring clarity and coordination to even the most complex financial situations. With a best-in-class advisory network and a commitment to transparency, we ensure families benefit from sustainable solutions that reflect both their values and ambitions.
Our Values
Professional Standards Built Into Every Relationship
Our clients value efficiency, confidentiality, and clear structure. We coordinate banking relationships, assets, projects, and service providers to deliver a single, transparent view of family wealth.
Independent
Owner-managed with advice guided only by client interests. Our independence ensures decisions are always made without external influence, giving families confidence that every action reflects their priorities and long-term goals.
Enduring
Strategies built to protect and grow wealth across generations. We take a forward-looking view, helping families preserve assets, strengthen governance, and pass on both wealth and values to future heirs with clarity and structure.
Responsible
Commitment to family, society, and the real economy. We believe success is measured not only in financial results but also in stewardship, accountability, and the lasting impact we create for future generations.
Our Team
Driven by a Network of Experienced Specialists
Our strength lies in a network of experienced specialists in banking, law, corporate governance, taxation and real estate. This breadth of knowledge allows us to address complex challenges with flexible and substantial solutions.
Banking
Expertise in managing financial relationships and structuring strategies across institutions, ensuring stability and efficiency.
Law
Guidance on legal frameworks and governance structures that support sound decisions and long-term stability.
Taxation
Oversight of tax considerations to deliver compliance, efficiency, and sustainable planning for future generations.
Real Estate
Support across property markets and corporate governance, providing clarity, balance, and lasting value.