Entrepreneurial. Passionate. Exclusive.

We place particular emphasis on a healthy balance between Tradition and Swiss Innovation

Welcome

We place, the customer, at the center of our thoughts and actions, as well as the time,
The competence and are connected by basic moral values ​​as your reliable partner. At Haltiner Family Office, we value long-term relationships with our clients, who appreciate our expertise, professionalism and “can do” attitude. Our services are efficient and reliable, our tailor-made solutions are solid and durable.
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OUR SKILLS

Independent Advice In The Context Of Your Total Assets.

Wealth building requires trust and time to achieve lasting results that are pragmatic and business-oriented. The partnership with our clients is based on long-standing personal relationships, our expertise and mutual trust.A noble claim to cooperation, but one that pays off and is indispensable in financial matters.

Independent Advice

Thoroughness always has priority in our Company. Without exception. Our experienced Financial Advisor team formulates investment strategies and model portfolios, and supports the investment committee of asset managers in their strategy definition and portfolio management.

High Expectations

Our services are efficient and reliable, our tailor-made solutions are solid and durable. We offer innovative and customer-specific solutions, implementing market-leading investment and risk management processes and are happy to pass on our experience.

Solid Solutions

You want a solution that focuses on broad diversification and includes active risk management. In doing so, you are relying on the source of return «strategic diversification». In doing so, we pursue a holistic approach, closely observing the markets, anticipating trends and opportunities and developing individual solutions.

Advances in technology are changing our world. Radical innovations lead to radical changes - and this also applies to the needs of people like you and your assets. For us, progress is not just a buzzword, but the foundation of our performance. As a family office, we have always focused on meeting the needs of our clients.

Philosophy

Our customers include wealthy private individuals, successful entrepreneurs and institutional investors in the Dach Region, Europe and America. We value the long-term relationships with our clients, who appreciate our competence, professionalism and "can do" attitude.

Customers

Acting in partnership is a principle that we have deeply rooted in our business model: in our advice, our offer and our remuneration. Thanks to the strong network, we receive exclusive mandates, sustainable projects and value-oriented investment offers, which are not available in this form on the open market.

Partnerships

Independent Advice In The Context Of...

  • 01
    Crypto Assets

  • 02
    Investment & Risk

  • 03
    Financial Advisory

  • 04
    Wealth Management

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Current Clients under management
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years of experience in Global Finacials
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Full Time equivale Employees
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Office Locations Zürich München
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