the wealth office

The Wealth Office


Multi-Family Office

  • Employees

Based in Zurich, Switzerland, The Wealth Office provides comprehensive advice and the provision of all kinds of services in the areas of asset management, investment and structural advisory, succession and real estate as well as the operation of a family office for individuals, families and groups of people.


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Lead Generation - Family Offices

What sets The Wealth Office AG apart

The Wealth Office’s esteemed clients benefit from independent and individualised services. The company has experience in helping wealthy individuals master the entire range of financial challenges. They assist their clients in addressing specific issues or in creating a comprehensive plan.

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