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Who we are



Family Office Partnership AG is a regulated Swiss company, which is authorized providing Family Office and Asset Management services. The company is controlled and regulated by the Swiss financial authority “Verband Schweizerischer Vermögensverwalter (VSV)”.

Family Office Partnership is independent from any financial or banking group, the decision-makers have strong skills in finance, industry, real estate and entrepreneurship.		  
Family Office Partnership AG


The role of a family officer consists in optimizing and maximizing all wealth ressources of families and wealthy entrepreneurs. In order to achieve their goals, we articulate a service offer which is structured around three key pillars of patrimonial advice.



We start with a detailed analysis of the wealth situation and specific short and long-term requirements of each and every customer. This will result in an appropriate optimization strategy. Besides the wealth management aspect, we look also at the following categories in assisting our clients:

  • Tax Planning & Preparation
  • Personal Assistant
  • Family Meeting Facilitation
  • Cash Flow Management
  • Insurance Analysis & Placement
  • Financial Design
  • Estate Planning
  • Philanthropic Planning
  • Trust Administration
  • Banking & Credit Relationships
  • Business Consultation

We implement the decisions taken by our customer and work in coordination with the client’s other potential service providers both internal and external. Our experience of finance, patrimonial engineering and our respect of human values enhance the success of our services.
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