Wealth, family, future, in safe hands
IFO offers a comprehensive family office service for families and entrepreneurs. Generational planning, trusts, alternative investments, relocation to Switzerland: we manage every dimension of your wealth with confidentiality and independence.
Managing family wealth is about much more than just managing investments
Your wealth is not just made up of financial instruments. It includes real assets, business interests, real estate, collections, estate planning needs, international taxation, and relocation. Managing this complexity with separate advisors means losing the big picture and strategic consistency.
A family office solves this problem: it is a single point of coordination that oversees every aspect of family wealth, with a dedicated contact person and a network of selected specialists.
A unified vision of your entire wealth, both financial and non-financial
A single point of contact for the entire family
Integrated coordination of all involved professionals
Guaranteed continuity across generations
From estate planning to alternative investments
Generational wealth transfer
We plan and manage the transfer of wealth to the next generation, protecting the value you have built while respecting family dynamics. A structured process that safeguards both assets and relationships.
Trusts and foundations
We establish and manage trusts and foundations to protect your wealth, optimize tax efficiency, and ensure continuity in asset management according to your wishes. Tailor-made solutions for every family structure.
Relocation to Switzerland
Comprehensive assistance for relocating your residence: from choosing the canton to handling bureaucratic procedures, from tax planning to finding a home, and integrating into the local economic and social fabric.
Alternative investments
Diversification into non-financial assets: art, luxury goods, jewelry, watches, and antiques. With selected partners and structured solutions, including art lending.
Art, luxury, and collectibles: when wealth goes beyond financial markets
For many families, a significant portion of their wealth consists of assets not traded on regulated markets: fine art, jewelry, luxury watches, and antiques. These are investments with their own unique dynamics, requiring specialized expertise and reliable partners.
IFO manages this component of your wealth through a network of selected experts, with particular experience in art lending: the ability to obtain liquidity by using artworks as collateral, without the need to sell them.
Valuation and management of art collections and luxury assets
Art lending with leading international partners
Advisory on the acquisition and sale of collectibles
Integrating alternative assets into your overall wealth strategy
A single point of control for your entire family wealth
Our family office acts as a coordination hub: your dedicated contact person oversees every aspect of your wealth and, when necessary, engages the most suitable specialists from our network.
A dedicated point of contact for the entire family
Selected network: lawyers, tax advisors, notaries, real estate consultants
Coordination with your existing professionals
Consolidated reporting on all family assets
Why families choose the IFO family office
Independence and absence of conflicts
We are not tied to banks, insurance companies, or distribution networks. Every piece of advice, every choice, and every solution is based solely on your best interests.
Multigenerational experience
Since 2008, we have been managing family wealth, with relationships now spanning three generations. We understand family dynamics because we have been living them alongside our clients for years.
Expertise in non-financial assets
Few family offices in Switzerland offer structured management of alternative investments with access to art lending and top-tier international partners.
Integration with wealth management and corporate consulting
The family office works in synergy with our wealth management and M&A services. An integrated ecosystem that covers every dimension of your assets.
Contact us for a meeting
Tell us about your family and financial situation: we will arrange an initial meeting to explore how our family office can support you.
Analysis of your family's asset complexity
Presentation of services best suited to your situation
Meeting at our Lugano office or at a location of your choice
Call us at +41 91 2221130, message us on WhatsApp by clicking the green button in the bottom right, or fill out the form: we will get back to you within 24 hours.
