Founded in 2011, Carey AG is an independent, FINMA-licensed multi-family office and trustee located in Zurich. The company specializes in providing comprehensive wealth management and advisory services to high-net-worth entrepreneurial families. Its mission is to preserve and grow family wealth across generations by offering services such as strategic asset allocation, consolidated reporting, risk management, family governance, and succession planning. Carey AG operates with a focus on independence, transparency, and long-term partnerships, acting solely in the interest of its clients.

Founded in

Switzerland