Navigating complexity with clarity, Alpine Legacy Management provides bespoke strategies to secure your family’s future.
Making global, multi-asset wealth management seamless and strategic through integrated, client-centric solutions.
Helping families instill financial literacy, shared values, and purpose-driven stewardship in the next generation.
Tailored portfolio strategies to preserve capital, manage risk, and achieve long-term financial goals.
Global investment opportunities across asset classes, guided by disciplined and risk management.
Protect family wealth with structured estate solutions ensuring smooth, tax-efficient generational transitions.
Establish clear structures, values, and decision making frameworks to guide multi generational family harmony.
Comprehensive assessment and mitigation of financial and operational risks to protect family wealth.
Strategic planning to reduce tax exposure across jurisdictions while complying with regulations.
We design and oversee custom investment strategies aligned with your risk profile, liquidity needs, and long-term family goals.
We assist in building impactful philanthropic strategies, from private foundations to mission-aligned giving helping you create a legacy that reflects your family’s values.
A family office is a private advisory firm that manages the financial and personal affairs of high-net-worth families. At Alpine Legacy Management, we offer a fully independent, personalized approach with a long-term focus — serving only a select number of families to ensure depth, privacy, and continuity.
We serve high-net-worth individuals, entrepreneurs, and multi-generational families seeking comprehensive wealth management, legacy planning, and confidential guidance. Many of our clients have cross-border assets and complex family structures.
Yes. Every family has unique goals, values, and complexities. We tailor our strategies from investment management to estate planning and family governance to your specific needs and aspirations.
We provide investment advisory and oversight but do not manage funds directly. This allows us to remain fully independent, selecting the best-in-class managers and strategies without conflict of interest.
Absolutely. We specialize in multi-jurisdictional wealth structuring, ensuring compliance while optimizing tax efficiency and enabling smooth wealth transfer across borders.
Based in Switzerland, discretion is at the core of our service. We implement strict confidentiality protocols and use secure technology systems to protect all client information.
We view our relationships as lifelong partnerships. Engagement terms are flexible and designed to support your family’s evolving needs over generations.
Trusted family office services in Zurich, Switzerland specializing in wealth management, legacy planning, and personalized advisory.
Bahnhofstrasse 15 8001 Zurich Switzerland
info@alpinelegacy.com
Alpine Legacy Management has been an invaluable partner in managing our family’s wealth. Their expertise and discretion give us confidence in the future.