Founded in 2012 and based in Zurich, WMI Family Office AG is an independent multi-family office that provides holistic wealth management services to wealthy individuals, families, and foundations. As a partner-run firm, it emphasizes long-term, personalized support free from conflicts of interest. Its core services include strategic wealth management, asset consolidation and reporting, risk management, family governance, and advisory on philanthropy and succession planning. The firm is a member of PolyReg, a self-regulatory organization (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Colombia