Steinbock Financial Group

STELINVEST SA, founded in 2004 and based in Chiasso, Switzerland, is an independent asset manager and multi-family office providing customized financial and asset management services tailored to individual client needs. The firm focuses on delivering significant value through optimal financial solutions.

Studer Family Office AG is a Pfäffikon, Switzerland-based single-family office. Established in 2019, the firm invests and manages the wealth of the Studer family. Founded by Roger Studer, a seasoned financial expert with an extensive background in investment banking and wealth management, the firm leverages decades of expertise to steward generational wealth. Known for its entrepreneurial spirit and focus on sustainable value creation, Studer Family Office provides tailored solutions for succession planning, capital deployment, and strategic partnerships. The firm specializes in financing and developing private companies and real estate projects, with a commitment to fostering positive societal and environmental impacts. Their investments are largely self-financed, and they leverage an extensive network of trusted partners to pursue ambitious projects. The firm employs a selective investment process, emphasizing professionalism, reliability, and a strong alignment with their investment philosophy. The office focuses on private equity, direct investments, real estate and private credit, partnering with entrepreneurs and established businesses to create value through strategic investments. The firm has a progressive investment style and will co-invest alongside other LP and family offices.

Lake Street Family Office, founded in 2003 and headquartered in Portsmouth with offices in Boston and Switzerland, is a multi-family office advising affluent families on investment management, estate planning, tax strategy, and legacy governance through a comprehensive, fee-only model.

Winterberg Group is a Swiss multi-family office founded in 2011 with offices in Zug and Gronwald. It focuses on mature-stage buyouts of small to mid-sized industrial technology companies in Europe and early-stage growth capital investments across Europe, the US, and South Africa.

Marcard, Stein & Co, based in Hamburg, is a family office bank with over 220 years of history, specializing in preserving wealth for multi-generational families. Founded in 1790, it offers exclusive investments including diversified real estate, private equity, and capital markets access. Since 1999, it has been part of the Warburg Group, benefiting from strong institutional backing and a conservative, long-term investment approach.

Swiss 5 Group is an independent multi-family office for wealthy private clients and entrepreneurs.