InforCapital

Family Offices in Switzerland

25 investors found

Browse 25 Family Offices in Switzerland. Discover top investors, their portfolios, AUM, and investment focus on InforCapital.

AB Private Office

AB Private Office

Limited PartnerSwitzerland

AB Private Office is a Geneva-based family office and corporate services firm established in 2018. The firm specializes in delivering customized solutions to high-net-worth clients globally, focusing on their needs within Switzerland. Their comprehensive portfolio of professional services includes private banking, consolidation and insurance, tailor-made credit solutions, private equity, and real estate. They also offer fiduciary and corporate services, acting as a private and commercial partner for their clientele.Founded by Arnaud Barray, AB Private Office began its operations in 2018, building upon Barray's extensive experience in private banking in Geneva, Switzerland, since 2010. The firm aims to provide authentic business relationships and win-win scenarios for its partners. Beyond traditional financial services, AB Private Office also engages with emerging areas such as the cryptocurrency and blockchain fields, assisting clients in navigating these innovative investment landscapes.While specific notable investments and portfolio companies are not publicly disclosed, the firm's services indicate an involvement in private equity and real estate opportunities, including off-market direct investments. They also provide tailor-made credit solutions for significant asset acquisitions, such as art, yachts, and private jets. As a single-family office, AB Private Office manages assets through its executive management team, offering a personalized approach to wealth management.The team at AB Private Office is led by Managing Director Arnaud Barray, supported by an Advisory Board member, a Business Manager, and a Business Development professional. The firm emphasizes a global reach through its relationship managers, with dedicated professionals for Russia (Maria Primak), Africa (Theophilus Cromwell), Asia (Carole Wong), and the Americas (Karla Jara). This structure highlights their commitment to serving a diverse international client base with localized expertise.

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Adinvest

Investor

Adinvest AG is a Swiss single-family office based in Zug, Switzerland. The firm acts solely for its own account and invests across various financial assets and alternative investments, including real estate. Adinvest also manages The Sunderland Collection, an assortment of antique maps and atlases, and has made 11 investments with portfolio companies including Advania.

Ava Family Office

Ava Family Office

InvestorSwitzerland

AVA Family Office is a modern and innovative family office based in Lugano, Switzerland, dedicated to safeguarding, enhancing, and growing the financial and cultural assets of families and businesses. The firm offers a comprehensive suite of services designed to optimize both financial and non-financial situations. Their core business revolves around providing tailored solutions, ideas, and strategic advice, aiming to be a stable and complete point of reference for their clients in a complex and evolving global landscape.Founded in 2020, AVA Family Office operates under the philosophy of "Alpha Vision Advisory," from which its acronym AVA is derived. "Alpha" signifies the efficiency of their strategies and their commitment to exceeding client satisfaction. "Vision" represents their innovative approach, continuous study of new solutions, and foresight in anticipating future developments. "Advisory" underscores their primary role in offering expert guidance and bespoke planning for every challenge and opportunity their clients face.The firm's services include financial advisory, where they work with leading Swiss banks and select top managers to efficiently organize financial and wealth management. They also specialize in generational transitions, assisting with succession planning for movable and real estate assets, and providing financial education. Furthermore, AVA Family Office offers international relocation services, tax optimization, legal assistance, philanthropy advisory, real estate guidance, and luxury concierge services, leveraging a vast network of selected collaborations with market-leading partners.Key individuals associated with AVA Family Office include Vittorio Scala, who serves as a manager, and José Marco Casellini, identified as a partner. The firm emphasizes a personalized approach, believing that every client's situation requires a custom-tailored solution, which they develop collaboratively within their extensive network of partners, services, and institutions.

B

Blue Earth Capital

InvestorSwitzerland

Blue Earth Capital AG is a global, independent, specialist impact investor headquartered in Zug, Switzerland with USD 1.6 billion in assets under management. Owned by the Blue Earth Foundation, the firm operates from offices in New York, London, Singapore, Luxembourg, and Guernsey. Founded in 2015 by Urs Wietlisbach, Blue Earth Capital invests globally across impact sectors, delivering measurable social and environmental impact alongside market-rate financial returns.

B

Bouchard Et Cie

Investor
Elyseum Family Office

Elyseum Family Office

InvestorFrance2.5B AUM

Elyseum Investment is an independent investment group established in 2011, dedicated to delivering long-term value through a focus on Private Equity, Real Estate, and Family Office services. The firm manages a portfolio exceeding €2.5 Billion, spread across Europe and North America. Their investment philosophy emphasizes a defensive approach, capital preservation, and the generation of absolute returns through stringent investment criteria, thorough due diligence, and continuous risk monitoring.The firm was founded by Yann Thomas and Etienne Mouthon, who have built the group on core values of trust, transparency, and alignment of interests with their institutional and family office clients. Elyseum Investment is committed to responsible investment, integrating Environmental, Social, and Governance (ESG) factors into its operations and fostering an internal culture of accountable engagement for over a decade.In Private Equity, Elyseum Investment specializes in defensive and decorrelated investments, with a particular emphasis on sustainable infrastructures and tangible assets, including energy transition and transportation assets. Their Real Estate activities concentrate on private debt and value-add equity investments in asset classes that benefit from long-term trends or demonstrate strong resilience. For Family Office clients, they provide dedicated investment and financial engineering services to help optimize assets and achieve long-term objectives through a 360° wealth management approach.Notable investments include a €20 Million investment in renewable energy producer Langa International and participation in the Windward Offshore project, a strategic initiative for the offshore wind industry. The firm also financed a hotel portfolio in Manchester airport. Their team leverages extensive expertise and a skilled network to actively manage portfolios and optimize value creation for investors.

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Eurotrust Family Office

InvestorSwitzerland

Eurotrust Family Office AG is a multi-family office based in Zurich, Switzerland, established in 1991. The firm provides holistic consultancy services for the organization and management of private assets, serving both Swiss and international wealthy families. Its core services include family office services such as determining wealth status and risk structure, strategic wealth protection planning, investment policy definition, asset manager selection, portfolio performance monitoring, and regular reporting. Eurotrust also offers specialized tax and fiduciary advisory, national and international succession planning, and corporate finance solutions. The firm prioritizes client interests, transparency, reliability, and integrity in all its engagements.

F

Family Office International

InvestorSwitzerland

Family Office International (Suisse) SA is a Swiss-based firm providing dedicated wealth management and family office services for high-net-worth families. The firm leverages Switzerland's financial expertise, regulatory stability, and discretion to deliver comprehensive asset oversight and strategic planning.

Gisev Family Office

Gisev Family Office

InvestorSwitzerland

Gisev Family Office operates as an independent multi-family office, established to provide integrated wealth planning and strategic consulting services. The firm focuses on ensuring the continuity of both material and immaterial assets across multiple generations for its client families. They engage in private equity investments, aiming to deliver evergreen growth capital for their portfolios.The firm was initially established in 2014 by Mario Germano, Giammaria Giuliani, and Achille Severginini. It began as a private wealth management vehicle for their respective families, both of which possess deep-rooted histories in the financial and biotechnology sectors. Following its inception, the Giuliani and Severginini families opted to extend their comprehensive wealth management services to other families, growing its client base.Gisev Family Office has made several notable investments across diverse sectors. Their portfolio includes companies such as Syocin, Shampora, and Seed, with investments spanning Crop Tech, Genomics, and Nutraceuticals Tech. The firm's most recent investment was a Seed round in Syocin in March 2022. Additionally, Gisev Family Office participated in a Series B funding round in June 2020 for CUTISS, a biotechnology company specializing in personalized skin graft technologies for patients with extensive skin defects.The firm's team comprises approximately 40 internal professionals dedicated to managing and advising client families. While specific individual team expertise beyond the founders' backgrounds in finance and biotechnology is not extensively detailed, their multi-generational approach underscores a commitment to long-term wealth preservation and growth through a blend of entrepreneurial spirit and traditional advisory services.

G

Gowen Family Office

InvestorSwitzerland

Gowen Family Office SA is a single-family office based in Geneva, Switzerland, founded in 2000. Registered under Enterprise Identification Number CHE-101.198.678, the firm specializes in acquisition, equity participation, and investment management, with a broad mandate encompassing property wealth management. The firm is led by President Jean-Claude Klonis and board member Albert Gowen, operating with a small, focused team of approximately 5 employees.Gowen Family Office SA functions as a private wealth management and venture capital vehicle, with a focus on seed-stage and early-stage investments. The firm's investment purpose encompasses the acquisition of equity stakes and general property wealth management activities, excluding direct real estate transactions. This structure allows the family office to maintain flexibility across various asset classes and investment opportunities while focusing on its core competencies in private market investing.Based in the Vésenaz area of Geneva, Gowen Family Office SA operates within Switzerland's established financial services ecosystem. The firm maintains a long-term, patient capital approach characteristic of single-family offices, leveraging the Gowen family's wealth and networks to identify and support promising investment opportunities across European and global markets.

Gutermann Family Office

Gutermann Family Office

InvestorSwitzerland

Gütermann Family Office is an international German-Swiss consulting company specializing in structuring and offering direct investments in large private equity companies. The firm focuses on established companies with a market capitalization exceeding USD 1 billion, which are close to an Initial Public Offering (IPO). They seek businesses with proven international success, unique selling propositions, and strong management, aiming to identify companies that are shaping future consumer behavior. This strategy provides investors with an attractive risk/reward profile and a clear exit scenario.The firm was established in 2016 and operates as a single-family office based in Zollikon, Switzerland. It assists clients throughout the entire investment process, from organizing shares and procuring necessary information to negotiating contracts and finalizing transactions. Gütermann Family Office leverages its extensive network in the USA and Europe to connect with founders and decision-makers of significant enterprises, securing favorable conditions for its investors. The firm notably accompanied the pre-IPO shares of major technology companies like Facebook and Twitter.Gütermann Family Office's investment interests extend to pioneering technology companies, including those involved in low-Earth orbit (LEO) satellite networks and space technology, as evidenced by their focus on opportunities related to companies like SpaceX. They aim to capitalize on rapidly growing private equity companies and technology pioneers that influence future consumption patterns. The firm emphasizes early participation in these companies, often at significantly lower valuations compared to post-IPO prices.The team at Gütermann Family Office includes Thomas Gütermann as CEO, Angela Gütermann as Founder and Partner, Matthias Schroedter as CFO, Frank Andris as Partner, Jacqueline Yildirim as Investment Analyst, and Gisbert Reuter focusing on Connection, Impact & Vision. Their collective expertise and entrepreneurial spirit are geared towards uncovering investment opportunities beyond traditional stock markets.

J

Jacobs Capital

Investor

Jacobs Capital is a Zurich-based family office and investment firm formed in 2025 through the merger of Jacobs Holding (founded 1994) and Telemos Capital (founded 2017). The firm invests in mid-market businesses across Europe, focusing on consumer, business services, education, and healthcare sectors, with minimum equity stakes of CHF 300 million. Co-chaired by Nicolas and Philippe Jacobs, with Jacob Polny as CEO.

KIRKBI

KIRKBI

InvestorDenmark189.0B AUM

KIRKBI is a Danish holding and investment company wholly owned by the Kirk Kristiansen family, the founders of the LEGO Group. The firm's overarching purpose is to build a better future for children worldwide. To achieve this, KIRKBI develops and owns businesses across three core areas: tackling global climate change, shaping children's education, and delivering the global LEGO® brand vision. Beyond its direct business ownership, KIRKBI also manages a substantial portfolio of financial investments, ensuring the long-term financial stability and safeguarding of the family's ownership for future generations.The roots of KIRKBI trace back to 1932 when Ole Kirk Kristiansen, the family patriarch, began crafting wooden toys in his carpentry workshop in Billund, Denmark, laying the foundation for what would become the LEGO Group. Guided by the family's dedication and entrepreneurial spirit, KIRKBI maintains a long-term perspective in its engagements, aiming to make a lasting difference. The firm's financial strength, evidenced by 189 billion DKK in total assets in 2025, allows it to pursue meaningful and lasting change for children and the planet.KIRKBI's investment activities span various asset classes, including private equity, real estate, infrastructure, and impact investments. The firm actively invests in companies aligned with its strategic business areas, such as renewable energy developers like Adapture Renewables Inc. in the US, and has a notable stake in Epic Games, reflecting an interest in digital entertainment and gaming. Their financial investment portfolio alone reached 81 billion DKK by the end of 2025, demonstrating a diversified approach to capital deployment.Headquartered in Billund, Denmark, with additional offices in Copenhagen, Denmark, and Baar, Switzerland, KIRKBI employs a team of over 200 professionals. The firm is led by a Leadership Team, including CEO Søren Thorup Sørensen, and a Board of Directors chaired by the Kirk Kristiansen family. The team's expertise covers various domains, from investment management and climate initiatives to legal and educational development, all working towards the shared vision of supporting the Kirk Kristiansen family's legacy and impact.

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LATSCO Family Office

Investor
O

Ojjeh Family Office

Investor
P

Primwest

InvestorSwitzerland

Primwest is a single-family office based in Geneva, Switzerland, established in 2014. The firm operates as an investment company and private equity firm, managing the assets of a European industrial family. They are known for their global investment strategy, deploying capital across a diverse range of asset classes and actively engaging in charitable initiatives.The firm's investment focus is broad, encompassing private equity, venture capital, hedge funds, real estate, and private debt. Primwest targets various sectors, including financial services and fintech, technology, software and gaming (with an emphasis on enterprise applications, high tech, and SaaS), industrials (specifically industrial goods and manufacturing), and cleantech and climatech (including energy tech and environment tech). They engage in both angel investments with entrepreneurs and later-stage funding, such as Series B rounds.Primwest's investment activities span multiple geographies, with a notable presence in Europe, particularly France, and the United States. While they invest globally, their headquarters remain in Geneva, Switzerland. The firm has made commitments to funds and is involved in co-investments, demonstrating a flexible approach to capital deployment. A notable investment includes a Series B round in Kayrros, an energy and environmental intelligence platform.The team at Primwest comprises experienced professionals with diverse expertise, including roles such as Chief Investment Officer, Managing Directors, Chief Operating Officer, and specialists in private equity, real estate, and private credit. This experienced team enables Primwest to execute its multi-faceted investment strategy and manage a varied portfolio across different asset classes and regions.

Reuben Brothers

Reuben Brothers

InvestorSwitzerland25.0B AUM

Reuben Brothers is a family office founded in 2002 by British businessmen David and Simon Reuben, headquartered in Geneva, Switzerland. The firm manages a diversified global portfolio encompassing private equity, real estate investment and development, venture capital, and debt financing. Their real estate holdings are significant and broadly diversified, including office, retail, hotel, residential, infrastructure, marina, and leisure properties worldwide. The company invests across multiple sectors such as data centers, racecourses, pub companies, aerodromes, technology, media, energy, shipping, agriculture, metal warehousing, and mining. Reuben Brothers has a strategic focus on asset-backed, cash flow-generating businesses with growth potential, deploying capital in various stages including growth equity, late-stage, pre-IPO, buyout, turnaround, and distressed investments. In addition to their commercial activities, Reuben Brothers operates a philanthropic arm, the Reuben Foundation, established in 2002, which supports healthcare and education initiatives globally. The firm has a strong presence in major markets including the UK, USA, Europe, Canada, and Asia, leveraging the experience and backing of its principals to pursue value creation across industries and geographies.

R

RIGI Family Office

InvestorSwitzerland

RIGI Family Office is a Swiss-based investment firm operating as a single-family office, established in 2009. The firm provides comprehensive financial planning, investment management, portfolio management, tax advisory, and fiduciary services to its client or family. Their investment philosophy is characterized by a broad portfolio allocation with a significant focus on real assets and private equity.The firm's investment strategy includes both fund investments and direct participations with a venture capital character. RIGI Family Office is known for its opportunistic approach to sectors, allowing them to explore diverse investment opportunities. Their deal flow for direct investments primarily leverages the patron's extensive network, and they often take a significant ownership stake in their direct participations.RIGI Family Office has demonstrated a varied investment appetite, with past interests spanning sports and media rights, energy efficiency projects, real estate developments in locations such as the Bahamas, and luxury watches. This broad scope reflects their flexible and opportunistic investment mandate, aiming for positive and uncorrelated returns. The firm's headquarters are located in Zürich, Switzerland.

S

Saidler & Co.

Investor
S

Sayano Family Office

Investor

Understanding Family Offices in Switzerland

The family office sector in Switzerland represents a distinctive niche within the investment landscape, characterized by bespoke financial management and tailored investment strategies. These entities manage the financial affairs of affluent families, offering a broad range of services beyond traditional asset management. In a country renowned for its financial acumen and privacy, Swiss family offices stand out as pivotal players in the global investment arena.

Investment Strategies and Focus of Swiss Family Offices

Long-term Wealth Preservation

Swiss family offices typically prioritize long-term wealth preservation over short-term gains. This approach aligns with their mandate to ensure the financial longevity of the families they serve. Their investment strategies are often conservative, focusing on stable, low-risk assets that promise steady returns. This conservative investment nature does not preclude them from exploring innovative opportunities, particularly in sustainable and impact investing, which have gained traction in recent years.

Diverse Portfolio Management

Another hallmark of Swiss family offices is their commitment to portfolio diversification. By spreading investments across different asset classes, including real estate, private equity, and hedge funds, they mitigate risk and enhance potential returns. This diversified approach is not only a hedge against market volatility but also a strategic move to capitalize on varying economic cycles and opportunities globally.

Geographic Presence and Influence

Global Reach with a Local Base

While rooted in Switzerland, family offices in this region boast a significant global presence. Their investment portfolios often include assets from North America, Europe, and Asia, reflecting a keen interest in international opportunities. This global reach is complemented by a strong local base, allowing them to leverage Switzerland's robust financial infrastructure and regulatory environment.

Strategic Partnerships and Networks

Swiss family offices maintain extensive networks and strategic partnerships worldwide. These relationships are not only vital for accessing exclusive investment opportunities but also for staying ahead of market trends. By collaborating with other financial entities and leveraging their networks, they enhance their ability to make informed investment decisions.

Relevance for LPs and Deal Professionals

Attractive Investment Partners

For Limited Partners (LPs) and deal professionals, Swiss family offices offer an attractive partnership opportunity. Their substantial capital reserves and patient investment approach make them ideal collaborators for long-term projects. Additionally, their commitment to ethical and sustainable investing aligns with the growing demand for responsible investment practices, appealing to a broader range of investors.

Navigating the Investment Landscape

Engaging with family offices in Switzerland provides LPs and deal professionals with unique insights into the investment landscape. Their expertise in managing diverse and complex portfolios offers valuable lessons in risk management and strategic asset allocation. Moreover, their focus on preserving wealth while exploring new opportunities can guide other investors seeking to balance stability with growth.

In conclusion, family offices in Switzerland play a crucial role in the global investment ecosystem. Their commitment to long-term wealth preservation, coupled with a diversified and global investment strategy, makes them indispensable allies for LPs and deal professionals. As the financial world continues to evolve, understanding and collaborating with these entities will be essential for those looking to navigate complex investment landscapes successfully.