Zurich Bespoke Multi-Family Office

The company is an independent wealth management firm and multi-family office based in Zurich. The company serves high-net-worth individuals, entrepreneurs and families and offers services in the areas of wealth management, investment advisory, financial and estate planning.

The clients come predominantly from Eastern Europe and value individual, long-term service as well as access to exclusive investment opportunities.

The owners wish to sell the company in order to accelerate further growth. Within a larger group, they see better opportunities to acquire additional clients, expand their service offering and benefit from shared synergies.