Swiss Family Partners AG
Owner-operated multi-family office seated in Lucerne with a Zürich office; invests its own capital in real assets and entrepreneurial stakes alongside clients.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Luzern, Switzerland
- OFFICES
- Zürich, Switzerland
Investment approach
- ROUTES
- Companies (own capital)
- STRATEGIES
- Real estateDirect investments
- INBOUND
- Accepts submissions
Overview
Swiss Family Partners AG is an owner-operated multi-family office with its registered office in Lucerne and a representative office in Zürich. It says it invests its own capital, building a proprietary real-estate portfolio and taking selected entrepreneurial stakes, directly or as co-investor, and works with individuals and institutional partners who invest alongside it. It states it is not a licensed asset manager; portfolio management and digital-asset strategies are executed through licensed partner institutions.
Investment thesis
Focus on real assets and selected entrepreneurial participations, investing its own capital with a long-term perspective.
People
Frequently asked questions
Swiss Family Partners AG is a multi family office based in Luzern, Switzerland.
Swiss Family Partners AG invests its own capital into companies. Its stated asset mix includes real estate and direct investments.
Key people at Swiss Family Partners AG include Umurda Calagan (Founder), Roman Schweizer (Founder), Jean-Marc Baumann (Board Member) and Thomas Hügi (Board Member).
Swiss Family Partners AG states that it accepts submissions through its official contact page.