Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Carre Trust AG, founded in 2016 and headquartered in Zurich, Switzerland, is a multi-family office specializing in trusts, company structures, and fiduciary services. It provides personalized, high-quality guidance and administration for wealthy individuals and their families globally.
Unlock mandates & allocation signals
See Carre Trust's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office · $3.5bn AUM
Carret Private Capital Limited
Wan Chai, Asia
Carret Private Capital Limited is a Hong Kong-based multi-family office specializing in holistic wealth management and tailored investment solutions for ultra-high-net-worth families. Founded in 2016, building upon the 90+ year legacy of predecessor Carret Asset Management.
Family Office · $250m AUM
CC Trust Group (Claudio Cisullo Family Office)
Baar, Europe
CC Trust Group is a Steinhausen, Switzerland-based single-family office. Established in 1997, the firm manages and invests the wealth of Claudio Cisullo, a prominent Swiss entrepreneur.
Family Office
Eurotrust Family Office AG
—
Eurotrust Family Office AG, founded in 1991 and based in Zurich, Switzerland, is a multi-family office specializing in wealth management, tax and fiduciary advisory, and succession planning services for wealthy families. It emphasizes strategic asset management and transparency without a specific real estate focus.
Family Office · $1.3bn AUM
Helvetic Trust
Zurich, Europe
Helvetic Trust is a Zurich, Switzerland-based asset manager and multi-family office. Founded in 2001 by Kaspar Grob, with additional offices in Bern, Lausanne, and London.
Family Office
Weber & Frey Family Office AG
Zürich, Switzerland
Weber & Frey Family Office AG, founded in 2009 and based in Zurich, Switzerland, is a multi-family office offering trust, fiduciary, and legal advisory services to private and corporate clients, specializing in cross-border wealth and estate planning for affluent families and entrepreneurs.
Other · $250m AUM
CC Trust Group
Baar, Switzerland
CC Trust Group AG is a Swiss-based family office founded in 1997 by Claudio Cisullo, focusing on private equity and corporate development across sectors such as healthcare, real estate, and technology. The firm operates internationally, with investments spanning Australia, China, the USA, and several European countries.