Plan your Future, Shape Wealth
We are your independent partner dedicated to you and your family
Family Partners Switzerland AG (“FPS”) is an independent, owner-managed wealth manager, regulated by FINMA, offering comprehensive family office services in Zurich
FPS was established with two primary goals: to deliver exceptional wealth management services to wealthy families and to provide a secure haven for your assets.
We specialize in personalized wealth management and investment advisory services for demanding private investors, family fortunes, and medium-sized enterprises.
As your strategic partner, we are committed to organizing, protecting, and growing your wealth.
Our entrepreneurial independence empowers us to think and act autonomously, ensuring that our decisions align solely with your best interests.
Your family's values are paramount to us, and we dedicate the time and attention you deserve.
We are free from conflicts of interest, sales pressure, and in-house products, we offer you the benefit
of our decades of experience at prestigious international institutions and our proven success in managing complex client situations
.
Your trust is our highest good
Our Collaboration
Our journey together starts with a personal introduction, where we dedicate ample time to fully understand your needs, desires, and overall circumstances.
As your long-term strategic partner, we assess your current position and collaboratively plan the best path to achieve your goals. Our comprehensive advisory spans from organizing your personal and family affairs to the efficient structuring and management of your investments
With the freedom to select the custodian bank that best suits your needs, we offer expert advice and ensure you benefit from highly favorable terms that have already been negotiated. We handle the entire account-opening process for you.
To manage your investments, we operate under a so-called limited power of attorney. We act as your primary contact with your custodian banks, and relieve you from all administrative burdens.
Our Partners
We collaborate with top-tier partners and maintain an extensive, well-established network of trusted service providers. This enables us to offer tailored solutions for any matter you may encounter. Our network spans international specialist lawyers, real estate and tax experts, and prominent figures in foundations, art, and philanthropy. As your trusted advisor, we are pleased to coordinate with external partners on your behalf.
Our Custodian Banks
Frequently Asked Questions
A Family Office serves as a vital resource to ensure long-term independence for you and your family from banks, acting as a central hub for all financial and organizational matters. It supports you as a strategic partner, helping you achieve your long-term goals, simplify complex issues, and gain greater oversight. With a Family Office, you receive all services from a single, dedicated source, with your interests as the sole priority.
This decision depends on several factors, including your total wealth, the complexity of your financial situation, the time you have available, and your expertise in financial markets. Generally, when your wealth exceeds EUR 10 million, it becomes essential to explore the specifics and develop a tailored strategy with an independent wealth manager.
Publicly listed banks, in particular, have significant conflicts of interest with their clients. They are primarily committed to their shareholders and growth, leading to efficiency-driven practices that reduce service quality. This typically results in an increased number of clients per advisor, leaving less time for each client. Consequently, relationships become less personal, and portfolios are less efficient due to the reliance on non-transparent, costly in-house products.
Only an independent wealth manager and Family Office can offer genuinely unbiased advice. With no restrictions on the investment landscape, the best solutions available in the market can be tailored to your specific needs. In contrast, bank advisors are often influenced by personal incentives and internal sales pressures, which can result in a sales-driven approach rather than truly professional guidance.
The opposite is true. Your Family Office has access to the research services and specialists of all custodian banks and even identifies the best contacts for your specific needs. Furthermore, the typically excellent network of top-tier external partners provides you with solutions that go well beyond what a bank can offer. Additionally, your Family Office assumes a coordinating role, managing all aspects on your behalf.
The success of your wealth management and the realization of your goals are heavily influenced by the partner you choose. Beyond the essential personal connection, expertise and experience are paramount. Unlike a bank, which assigns you a so-called advisor, you have the freedom to select your independent wealth manager. Be sure to consider their career background and external qualifications, such as the globally esteemed Chartered Financial Analyst (CFA) designation.
Due to lean and cost-effective structures, using a Family Office usually even leads to cost savings in almost every case. You benefit from the Family Office's negotiation power with your banks and no longer have to co-finance unnecessary services and high manager salaries. Additionally, by eliminating costly in-house products or funds, you can achieve significant reductions in expenses.
We are always available to discuss any special requests or challenges you may have. Our entrepreneurial independence enables us to provide personalized solutions tailored to you and your family. Our concierge services, for example, can include managing your real estate, overseeing your children's education, or handling other specific tasks.