Zurich Family Office

Zurich Family Office

by Richard C. Wilson & Family Offices Group Association Team

Zurich Family Office

When it comes to wealth, Zurich is one of the most popular destination for the rich, especially financial and banking professionals such as investment managers.   The following free guide to Zurich Family Offices will help you better understand Zurich family offices and provide you with resources to learn more about Zurich family offices. You should also check out our 100% free book on family offices.

Introduction to Zurich 

Zurich is the most populous city in Switzerland and serves as the capital and the financial center of the country.  Zurich is one of the most popular locations for Europe’s wealthy families and family offices.  Zurich is also very attractive because it consistently ranks as one of the top cities in terms of the quality of life.  While the surrounding European Union countries fall into sovereign debt crisis, Switzerland is not a EU country and therefore free of the burden of having to provide bailout funds, however the country is not insulated from the effects of the debt contagion.   In spite of the current troubles in Europe, Switzerland maintains its strong hold on

Why Zurich?

Zurich is one of the premier destinations for family offices and financial firms.  It is widely known for its banking sector and its emphasis on trust, privacy and security for its private banking clients.  This has made Zurich, and Switzerland more generally, an ideal fit for the family office industry where clients appreciate those very same qualities of trust and privacy.  The government of Switzerland has also made the country a good match from a tax perspective, as it is known the world over as a low-tax country that is free of the European Union regulations that sometimes plague financial firms.

Family Offices in Zurich 

Switzerland, is one of the most popular destinations for family offices because of the huge concentration of wealth and the stellar reputation of Swiss banks and financial institutions.  The low taxes make it an exceptional place to do business and for wealthy individuals and families to live.  Many family offices make it easy for families to relocate to Switzerland, helping families purchase real estate in the country and even finding an international school for the children.

There are certainly a high number of family offices in Switzerland, especially given the country’s size and population.  However, it’s hard to determine the exact number because few Swiss family offices are publicly listed.  As Daniel Martineau of Switzerland’s Close Trustees SA notes, “It is impossible to say how many family offices there are in Switzerland. Understandably, they don’t want to be listed in the telephone book under ‘family offices’ but rather are usually discretely described as an investment office or have an obscure name which tells nothing to the outside world. Anecdotally however, there are hundreds of private investment offices located there.”  A conservative estimate of family offices in Switzerland would be around 100, but it could be much higher as many Swiss banks and wealth management firms also provide family office services or include family offices.

The following is a collection of Zurich family office resources:

Video Guide

Here I talk about the Capital Raising Trifecta in Zurich

Zurich Family Office Resources Guide

Zurich Family Office Resource #1: This family office guide is one we have put together as a collection of resources on Switzerland.

Zurich Family Office Resource #2: If you are looking for contact details of family offices places such as Switzerland you may want to consider using a Family Offices Database.  A Family Office Database provides you with the complete contact details for 100′s or sometimes even up to 1,000 global single and multi-family offices within an easy to use Excel spreadsheet format.  Learn more about this by clicking here.

Zurich Family Office Resource #3: The Family Office & Family Wealth Congress event takes place in Zurich, you can learn more here.

Zurich Family Office Resource #4:  If you are looking for work for a Swiss family office, you should take a look at this career article titled “Top 3 Things about Swiss Family Office Jobs.”

Zurich Family Office Resource #5:  Here is a Swiss family office study sponsored by Close Trustee’s Switzerland and Hakan Hillerstrom, independent family business advisor. You may have to e-mail the authors to get access to the report, however.

Zurich Family Office Resource #6: If you would like to purchase a report by Research and Markets on Private Banks and Family Offices in Switzerland, click here for information on buying the resource (scroll to the bottom of the article).

Zurich Family Office Resource #7: You can find a great journal article here that provides several reasons for locating the family office in Switzerland with an especially strong focus on the country’s benign tax environment.

Zurich Family Office Resource #8: UNIKOM Family Office provides a helpful report on family offices in Switzerland.  Although a large portion of the report is simply a pitch to work with the firm, there is also some good information on Swiss family offices.

Zurich Family Office Resource #9:  Wikipedia has a good list of family offices in Switzerland if you are looking for a good place to start; however there aren’t any contact details for the family offices.

Zurich Family Office Resource #10:  Wikipedia has a good list of family offices in Switzerland if you are looking for a good place to start; however there aren’t any contact details for the family offices.

Zurich Family Office Resource #11:  This article talks about how a Geneva-based multi-family office has made two senior hires.

Are you an employee or manager of a family office in Zurich?  Then we’d like to keep in touch with you.  Simply send us an email at Richard@RichardWilsonCapital.com

Be sure to check out FamilyOffices.com for our family office database and our free book on family offices.

Related Resources

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