Founded in 2005 and headquartered in Zurich, Private Multi-Family Office AG operates as an independent partner for high-net-worth clients. The firm functions as a personal Chief Financial Officer (CFO), offering services that encompass holistic wealth management, investment strategy, risk management, succession planning, and family governance. It emphasizes its independence from banks and financial product providers to ensure unbiased advice and avoid conflicts of interest. The company is a member of the VQF, a self-regulatory organization (SRO) officially recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Australia