Your wealth, our vision. Across generations.
Your wealth, our vision. Across generations.
Our mission is to support Entrepreneurial Families in interpreting its legacy,
its present, and its future.
We tailor strategies to safeguard your Family's legacy for
generations to come tomorrow.
About Us
LFG Family Office stands out for its boutique, selective, and unconventional model, focused on building long-lasting relationships and creating strategic opportunities for our clients.
Our vision is rooted in both tradition and innovation, combining strength, growth, and sustainability to deliver a personalised, agile service that’s always forward-looking.
Thanks to our experience and ambitious approach, we offer tailored wealth management solutions, always placing trust and the depth of our client relationships at the center.
Swiss excellence, international vision
International Network
We operate in Switzerland, offering bespoke Family Office services to a select internationl clientele, leveraging a wide-reaching network of global relationships.
Regulation and Transparency
Supervised by the Swiss Financial Market Supervisory Authority (FINMA), we ensure security and compliance with the highest financial standards.
Tailored Wealth Management
We provide customized solutions for the protection, growth, and optimization of our clients’ wealth.
Services
Global Financial Advisory
for Family Wealth Management
01
Wealth Planning
We provide comprehensive, personalized wealth planning focused on succession, intergenerational transfer, and long-term goals, supported by a global network of trusted legal and tax advisors.
02
Consolidated Reporting and Analysis
We empower clients to structure and manage their wealth through integrated reporting and advisory services.
By consolidating data from multiple banking institutions into a single, comprehensive view, we enable effective monitoring of assets, risks, and costs — supported by advanced technology and secure digital access.
03
Advanced Financial Risk Assessment
We deliver in-depth risk assessments across the entire wealth structure of the Family, combining advanced analytics with tailored reporting to ensure alignment with your risk profile and long-term objectives.
04
Generic Financial Advisory
We provide tailored insights and reporting based on our Investment Committees and market views, consolidating your wealth data into a single, comprehensive platform.
Using advanced technology, we support the Family in monitoring assets and shaping future financial strategies with secure, on-demand access and custom analysis.
05
Asset Management
Our investment approach combines discretionary mandates with tailored strategies, focused on efficiency, dynamic asset allocation, and strict risk control.
Through an open-architecture platform and proprietary research, we identify high-quality satellite investments to enhance long-term performance.
06
Other Services
We offer a comprehensive suite of complementary services – ranging from tax and insurance advisory to relocation, education, and concierge support – designed to enhance your family’s lifestyle and ensure long-term continuity across generations.
Our Boutique in Numbers
Solid Growth.
Proven Performance.
Families Advised
Team Members
Supervised Portfolios
Annual number of recorded transactions