Xelis Family Office is an independent, Swiss-based multi-family office founded by experienced private bankers. The company focuses on providing comprehensive and personalized wealth management solutions for Ultra-High-Net-Worth (UHNW) families. Its mission is to preserve and grow family wealth across generations through a partnership-based approach, offering services that include wealth management, investment advisory, family governance, and philanthropic strategy. By remaining independent from banking institutions, Xelis aims to provide unbiased advice and access to best-in-class opportunities for its clients.

Founded in

France