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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementVenthôneSwiss Private Office Sàrl
Swiss Private Office Sàrl Logo
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Swiss Private Office Sàrl

Summary

About the company

The core activity of Swiss Private Office is investment consulting and wealth management for private individuals, particularly in the areas of alternative investments, retirement planning and wealth succession. The company offers individual financial planning, wealth management, tax consulting and insurance services to provide customers with comprehensive financial security.

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Products & services

Industry:External Asset Management
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Independent Wealth Management
Independent wealth management, preservation and growth of assets, support for families and investors, investments in tangible assets and alternatives.
Tangible and Alternative Investments
Access to tangible alternative investment opportunities outside stock markets, with selection of real assets, monitoring, structuring and planned exit.
Agroforestry (Treesition)
Agroforestry investment via Treesition, with planted, geolocated and maintained trees, long-term yield and buyback of the timber at maturity.
Participative Real Estate Investment
Participative real estate investment in selected projects, backed by a mortgage note registered in the land register, with target return and a defined term.
Precious Metals
Investment in gold, silver and strategic metals stored in Switzerland, with individual storage solutions and a forward sale contract for physical gold.
Land-Based Aquaculture
Investment in institutional private debt linked to land-based aquaculture, backed by real assets, with a defined horizon and return objective.
Financial Engineering and Capital Analysis
Private financial direction, consolidated 360° view, insurance audit, access to private equity and direct investments, selection and monitoring of wealth managers.
Retirement Planning
Diagnosis of the three pillars, search for forgotten LPP pension funds, choice of capital versus annuity, tax optimization and retirement simulation tools.
Real Estate and Tailored Financing
Prestige brokerage for off-market deals, negotiation of mortgage rates, debt structuring and support for real estate succession.
Entrepreneur Solutions and M&A
Assessment and management of divestment-acquisition transactions, mandates as an independent board member, strategic governance and company succession.
Concierge and Lifestyle
Management of luxury assets, administrative support for family relocation to Switzerland and related household services for everyday life.
Press

Media

February 19, 2025Media
Geständnisse des Assistenten der Reichen
finews.ch
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Location

Chemin du Vignan 6
3973 Venthône

At a glance

Legal form
Limited Liability Company
UID
CHE-141.599.374
Founded
2022 · 4 years
Last commercial register change
May 19, 2026
Employees
1 to 10

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