Founded in 2004 and based in Zollikon, Switzerland, Multi Family Office Zollikon AG operates as an independent financial service provider focused on the holistic management of significant family assets. The company's mission is to relieve its clients from the complexities of asset management, offering services that include strategic asset allocation, risk management, consolidated reporting, succession planning, and advisory on real estate and philanthropic activities. As a member of the Alliance of Swiss Wealth Managers (ASV) and regulated as a manager of collective assets by FINMA, it emphasizes transparency, independence from banking institutions, and long-term, personalized client relationships.

Founded in

Switzerland