Victoria Family Office
Erhard family holding company in Schindellegi (SZ), founded 2000, with stakes in finance companies in Switzerland, Luxembourg, Germany and Guernsey.
USEFUL FOR Business owners seeking a long-term partner · Co-investors
Family & background
- FAMILY
- Erhard
- WEALTH ORIGIN
- Sale of shares in a mobile-communication company co-founded by Dr Frank Alexander Erhard in 1990
- HEADQUARTERS
- Schindellegi, Switzerland
- FOUNDED
- 2000
Investment approach
- ROUTES
- Companies (own capital)
- STRATEGIES
- Direct investmentsPrivate equityHedge funds
Overview
Victoria Family Office AG was founded in 2000 by Dr Frank Alexander Erhard after the sale of shares in a mobile-communication company he co-founded in 1990. It is a holding company whose associated companies work in finance in Switzerland, Luxembourg, Germany and Guernsey; it seeded a hedge-fund company in 2001, holds stakes in two regulated private-equity management companies and has made direct co-investments since 2010. Its investment approach follows David Swensen's endowment model with a heavy weighting of company shareholdings.
Investment thesis
Follows the endowment approach of David F. Swensen (Yale), with a heavy weighting of company shareholdings.
People
Frequently asked questions
Victoria Family Office is a family holding based in Schindellegi, Switzerland, founded in 2000.
Victoria Family Office invests on behalf of the Erhard family (Sale of shares in a mobile-communication company co-founded by Dr Frank Alexander Erhard in 1990).
Victoria Family Office invests its own capital into companies. Its stated asset mix includes direct investments, private equity and hedge funds.
Key people at Victoria Family Office include Dr Frank A. Erhard (Founder, Executive Board) and Ralph Erhard (Executive Board).