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.
Trusted family office services in Zurich, Switzerland specializing in wealth management, legacy planning, and personalized advisory.
Bahnhofstrasse 15 8001 Zurich Switzerland
info@alpinelegacy.com