ATAG Family Office

ATAG Family Office is an independent Swiss multi-family office based in Basel, offering comprehensive services to family businesses, families, individuals, and couples. The firm's core mission revolves around providing interdisciplinary collaboration across all ATAG companies, ensuring clients benefit from a single source for their diverse needs. Their services encompass corporate & family governance, international law & taxes, wealth management, and lifestyle management, all delivered with a pragmatic and effective approach. They emphasize an integral, neutral, independent, and solution-oriented advisory model, focusing on 'assets under advisory' rather than 'assets under management' to best represent their clients' interests.

The firm was established in mid-2016 as a distinct entity, building upon the extensive legacy of ATAG Private & Corporate Services Ltd, which itself dates back to 1917. The original company, Verwaltungs-, Revisions- und Treuhand AG, was founded in Basel in 1917 and later renamed Allgemeine Treuhand AG (ATAG) in 1919. This long-standing history underscores ATAG's commitment to loyalty and the steadfast pursuit of client interests, a tradition that continues with ATAG Family Office. The firm leverages an international network of financial experts and the expertise pool of other ATAG group companies to provide tailored solutions.

While ATAG Family Office provides extensive advisory services across various financial and lifestyle domains, specific details regarding notable direct investments or portfolio companies are not publicly disclosed, consistent with the private nature of a family office. Their wealth management services include strategic asset allocation, thorough manager and service provider selection, and robust risk and reporting mechanisms, all designed to align with clients' personal risk profiles and financial goals.

The team at ATAG Family Office comprises experienced professionals, including Dr. Igor Rusek, who serves as Chairman, Prof. Dr. Nicole Conrad-Forker, LL. M., specializing in family and business law, Dr. François Bueche, known for his in-depth knowledge and decades of experience, and Gabrielle Perregaux, who utilizes an influential international network for client benefit. Their collective expertise ensures comprehensive support for complex family, legal, tax, and asset management issues.