Univest Family Office

Univest Family Office, founded in 1957 and based in Basel, Switzerland, specializes in tailored wealth management solutions with a global investment approach. The owner-managed firm focuses on high-quality, transparent asset management emphasizing disciplined, sustainable investments.

Ivesta Family Office is a Paris, France-based multi-family office. Established in 2017, the firm invests and advises the assets of ultra high-net worth families. The group was founded by three young entrepreneurs with extensive experience in venture capital and private equity. Ivesta provides a multitude of services that includes management, scientific, and technical consulting. The firm aligns itself as the family office for the new generation of entrepreneurs by promoting management flexibility and client centric relationships. Ivesta Family Office has historically invested across a wide range of asset classes including public and private equities, bonds, investment funds, structured products, and derivatives. The group leverages financial transactions following the patterns of leveraged buyouts, fundraising, industrial disposals and more. Ivesta's in house team of investment professionals conducts the majority of their research. The firm has set a mission to move towards more sustainable models.

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.

Essentia Family Office, founded in 2009 and based in Lugano, Switzerland, is an independent multi-family office specializing in wealth preservation, succession planning, and comprehensive advisory services for international clients with complex family wealth. It emphasizes discretion, integrity, and multigenerational continuity.

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.

Honestus Family Office AG is a Swiss family-run wealth management firm founded in 2010 and headquartered in Cham. It focuses on providing independent, tailor-made financial advisory services to families and individuals, emphasizing asset preservation across generations under high regulatory standards.