Sonnenberg Wealth Management

Smart Family Office GmbH is a Salzburg, Austria-based multi-family office. Established in 2018, the firm operates as an independent family office and investment consultancy serving multiple entrepreneurial and high-net-worth families. Headquartered in Salzburg, with additional offices in Frankfurt and the Greater Boston area, Smart Family Office provides holistic family office services, wealth consulting, and investment advisory. Smart Family Office applies a multi-asset, long-term strategy spanning public markets, real assets, and alternative investments, with a strong emphasis on disciplined asset allocation and structural trends.

Sunwater Capital Management is a family office founded in 2017, focusing on long-term investments across real estate, proptech, healthcare, and information sectors. The firm aims to partner with entrepreneurs who are driving innovation and transformation within their industries.

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.

Copernicus Wealth Management and Services is a Lugano, Switzerland-based multi-family office. Established in 2016, the firm manages wealth for high-net-worth individuals, families, and institutional clients across Europe from offices in Lugano and Zurich.

OLZ & Partners is a Bern, Switzerland-based multi-family office with offices in Zurich, Liechtenstein, and Singapore. Established in 2001, the firm provides investment management and family office services to high-net-worth clients.

Suntrust Investment Co SA is an independent wealth management firm based in Geneva, Switzerland, founded in 1983. It focuses on capital preservation through high-quality and liquid investments, providing wealth management, family office, and alternative investment services.