baumgartner family office

Baumgartner Family Office


Multi-family office

  • Employees
  • <5

Baumgartner Family Office is an independent Zurich-based multi-family office, offering a comprehensive range of services to high-net-worth clients. Established by Dr. Rico Baumgartner, the firm specialises in wealth and estate planning, investment and legal advisory, trust and corporate services, family governance, philanthropy advisory, real estate management, and concierge services. With a commitment to avoiding conflicts of interest, the firm does not offer asset management. Leveraging years of experience and a focus on continuous improvement, Baumgartner Family Office provides bespoke solutions to wealthy clients on an international basis.


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Lead Generation - Family Offices

What sets Baumgartner Family Office apart

The Baumgartner Family Office sets itself apart by offering a comprehensive range of services tailored to make clients’ lives easier. As an independent and unbiased firm, they focus on structuring and protecting assets, succession and inheritance planning, and providing all-encompassing reporting. Their expertise extends to supporting clients in buying and selling companies, real estate, and finding optimal risk transfer solutions. Their commitment to independence ensures that the clients’ best interests always come first.

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