TFO The Family Office AG
Independent fee-based family office in Bern and Zurich; FINMA-authorised asset manager offering wealth management, investment and pension advice, financial planning and tax support.
Identity
- HEADQUARTERS
- Bern, Switzerland
Overview
TFO The Family Office AG is an independent family office with offices in Bern and Zurich, operated from Bern. It holds a FINMA licence as an asset manager and is supervised by OSFIN. It offers discretionary wealth management, investment advice, pension advice, financial planning, and fiduciary and tax support through partners, and says it is funded only by client fees.
People
- Michelle Alexandra LuediChair of the Executive Board · source
- Sven SpiessExecutive Board · source
- Patrick LaggerSenior Advisor · source
- Ruedi GygaxSenior Advisor · source
- Monika Hasler KunzCertified Fiduciary Expert · source
- Manuel RothSenior Advisor · source
- Hans Ulrich KobelChairman of the Board · source
- Wolfang JendlyBoard Member · source
Frequently asked questions
TFO The Family Office AG is a multi family office based in Bern, Switzerland.
TFO The Family Office AG does not publicly state whether it puts its own money into companies or invests through funds.
Key people at TFO The Family Office AG include Michelle Alexandra Luedi (Chair of the Executive Board), Sven Spiess (Executive Board), Patrick Lagger (Senior Advisor) and Ruedi Gygax (Senior Advisor).