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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,272 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichFamily Partners Switzerland AG
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Family Partners Switzerland AG

Summary

About the company

The core activity of FPS – Family Partners Switzerland is the provision of wealth management services, particularly in the areas of: wealth management, investment advisory (advisory mandates), portfolio health check, private markets and real estate investments, corporate advisory, and family office services, including multi-bank reporting and VIP services.

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Products & services

Industry:External Asset Management
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✓ Offered11
Wealth management
Discretionary mandates, advisory mandates, tailor-made solutions and a Portfolio Health Check for private assets, focusing on quality companies, transparency and long-term capital growth.
Family Office Services
Strategic wealth planning, succession and estate planning, management of real estate and equity holdings, philanthropic advisory, as well as financial and tax optimisation.
Multi-Bank Reporting
Consolidation of assets and portfolios across multiple banks, central reporting, liquidity and currency management, analysis of structure and performance, as well as optimisation proposals.
Consulting
Advisory on private markets, real estate, entrepreneur matters and corporate advisory, including support with financing, capital raising, restructuring and governance.
Private markets advisory
Strategy development, liquidity planning, manager and co-investment selection, ongoing monitoring and reporting solutions for private equity and private debt.
Real estate advisory
Support with real estate strategy, identification, valuation, administration and financing of properties as part of long-term wealth planning.
Entrepreneur advisory
Succession and estate planning, financing and capital raising, liquidity management, strategic advisory, risk management, as well as wealth structuring and tax optimisation.
Corporate advisory
Supporting SMEs with M&A transactions, financing and capital raising, restructurings, turnaround management and matters of corporate governance.
Advisory mandates
Investment advisory for professional investors with personal strategy implementation, regular market updates, tactical trade ideas and optional private equity integration.
Discretionary mandates
Wealth management mandates with delegated investment decisions, strategic portfolio planning, risk definition and selection of classic or premium strategy portfolios.
VIP Services
Individual support for lifestyle and personal matters, including for very specific requests from families and affluent private individuals.
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Location

Bahnhofstrasse 43
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-369.630.856
Founded
2024 · 2 years
Last commercial register change
October 9, 2024
Employees
11 to 20

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