Baumgartner Family Office
Independent Zurich multi-family office: wealth and estate planning, asset allocation and manager selection, legal, trust, real estate and private equity services. No in-house asset management.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- FOUNDED
- 2009
Overview
Baumgartner Family Office AG describes itself as an independent multi-family office based in Zurich. Its services cover wealth and estate planning, investment and legal advisory, trust and corporate services, family governance, philanthropy, real estate transactions, bookkeeping and consolidated reporting. It advises on strategic asset allocation and selects external asset managers under an open architecture, and supports private equity transactions and the management of PE investments; it states it does not offer asset management itself. CEO and owner Dr. Rico Baumgartner previously built a family-office unit at a large Swiss bank.
People
Frequently asked questions
Baumgartner Family Office is a multi family office based in Zurich, Switzerland, founded in 2009.
Baumgartner Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Baumgartner Family Office include Dr. Rico Baumgartner (CEO & Owner), Bindu Saxena (Attorney at Law, Family Officer) and Tuck Seng Low (Corporate Financier).