Family office services Switzerland
Managing family wealth is more complex today than ever before. Families with significant assets face unique challenges: protecting wealth across generations, organizing financial structures, optimizing tax exposure, and ensuring long-term stability in an increasingly global and fast-changing environment. At Famille-Office.ch, we provide a complete suite of family office services designed to simplify this complexity and give families the clarity and confidence they need to thrive (Family Office Services Switzerland).
We serve entrepreneurial families, business owners, and private individuals who require a dedicated, independent partner to oversee their financial affairs with precision and discretion. Our mission is straightforward: to protect, manage, and grow your family’s wealth while ensuring continuity and good governance for future generations.
Our services begin with comprehensive wealth planning, where we analyze your current financial structures, define long-term objectives, and create tailored strategies that reflect your family’s goals and values. Whether you are preparing for a generational transition, selling a business, or restructuring your assets, we ensure every decision is rooted in solid planning and transparent communication.
Investment oversight is another cornerstone of our offering. While we do not replace your portfolio managers, we act as an objective, independent coordinator, ensuring your investments are aligned with your risk profile, long-term ambitions, and ethical preferences. We monitor performance, evaluate external managers, negotiate fees, and ensure all decisions remain in the family’s best interest.
Tax optimization and coordination play a vital role in preserving wealth. Working with trusted tax specialists, we ensure that your corporate and private structures are efficient, compliant, and adapted to your personal and professional life. Whether you live in Switzerland or abroad, we help you navigate complex international tax considerations with clarity.
Beyond finance, a strong family office must also manage the human side of wealth. We support families in building governance frameworks, managing succession planning, creating family charters, and establishing communication mechanisms that strengthen unity and transparency. Our approach ensures that each generation is prepared, informed, and empowered to manage its responsibilities.
For clients with international lifestyles, we also provide lifestyle management, including administrative support, property oversight, reporting, and coordination with banks, advisors, and fiduciary partners. Our role is to simplify your day-to-day obligations so you can focus on what matters most: your family, your business, and your long-term vision.
At Famille-Office.ch, independence is our strongest value. We accept no commissions, no retrocessions, and no external incentives. Our loyalty belongs exclusively to you. Every recommendation, every structure, and every strategy is built around your interests — and your interests only.
Families today need more than financial advice. They need a trusted partner. A guardian of their long-term vision. A point of stability in a world of constant change. This is the role we proudly fulfill.
