Family Office

A family office is a financial service provider which manages the wealth of private individuals and entities. The term “family office” is used both in relation to certain services provided by wealth managers and to denote asset management service providers themselves.

Family office services are offered by banks and by independent asset managers. Some family offices primarily manage the assets of just one family (so-called “single family offices”), while others serve multiple families (“multi-family offices”).

Hosting between 300 and 400 family offices, Switzerland is a mecca for European wealth managers.

Services provided by family offices include asset consolidation, investment advisory, asset allocation and securities risk management.

Other services provided to family office customers include tax consultation, real estate services (buying, selling, research), estate planning, retirement planning, philanthropy, lifestyle management, concierge services, trust management, creation of legal wills and testaments, M&A, family training, family governance, various types of financing, insurance solutions, bank account management, and the establishment of foundations and associations.

More on this topic:
Private banking compared
The choice of the proper asset manager

Online trading brokers in comparison

Find the cheapest online broker now

Compare now
Trading platforms

Brokers with low fees

Swiss Broker


  • Swiss online bank

  • No additional exchange charges

  • No transaction fees for Swiss equities

Swiss Broker

Saxo Bank Switzerland

  • Swiss online bank

  • Favorable prices stock trading

  • High account interest rates

Swiss Broker


  • Swiss online bank

  • No custody fees for stocks

  • Free market research and trading signals

Wealth managers in comparison

Find the most favorable wealth management now

Compare now for free
Expert Benjamin Manz
Benjamin Manz is CEO of and an independent expert on banking and finance.