Swiss Multi Family Office · Zug
Preserving wealth.
Shaping legacies.
Independent wealth management and wealth planning for ultra-high-net-worth individuals and their families — with Swiss discretion, rigour and a perspective measured in generations.
Arrange a private consultationThe Firm
VertexA is a FINMA-regulated multi family office in Zug. We act as the trusted, independent counterpart for families whose wealth spans several banks, jurisdictions and generations.
Free of ties to any bank or product provider, our only allegiance is to the families we serve. We select the best solutions in the market, negotiate on our clients' behalf and hold every counterparty to the same exacting standard.
We deliberately serve a limited number of relationships. Each is led personally by a partner, supported by experience in private banking, structured finance and international corporate structuring.
Services
Wealth management and wealth planning, under one roof.
Wealth Management
Discretionary and advisory mandates built around your objectives, risk appetite and reference currency. Assets remain in your name with custodian banks of your choice.
Wealth Planning
Estate and succession planning, asset protection and relocation — designed with your legal and tax advisors to preserve wealth and pass it on as intended.
Family Office Services
Family governance, preparation of the next generation and coordination of private and family affairs — one point of contact for everything that matters.
Consolidated Oversight
A single, consolidated view of assets across banks and jurisdictions, with independent monitoring of performance, risk and costs and active management of bank relationships.
Corporate Structuring
Holding companies, foundations and international structures designed for clarity, governance and full compliance, established and maintained with leading counsel.
Private Markets & Structured Solutions
Selective access to private markets, structured products and bespoke investment solutions, chosen through rigorous due diligence and integrated into the overall strategy.
We measure success not in quarters, but in generations.
Approach
A considered process for a lifelong relationship.
Understand
Your family, your assets, your ambitions and the values you wish to pass on.
Design
An overall wealth strategy — investment policy, structures and succession — tailored to you.
Implement
With carefully selected banks, managers and specialist advisors, on negotiated terms.
Oversee
Continuous monitoring, reporting and adjustment as markets and your family evolve.
Independence
No bank or product ties. Full transparency on costs and incentives.
FINMA-regulated
Supervised under Swiss law, with rigorous compliance and risk management.
Discretion
Confidentiality in how we work, communicate and protect your information.
Global perspective
Cross-border experience and a network across leading financial centres.
Contact
Every relationship begins with a private conversation.
We welcome you at our office in Zug, or wherever is most convenient for you. Initial meetings are without obligation and held in strict confidence.
Office
VertexA AG
Ägeristrasse 8
6300 Zug, Switzerland