Welcome
The Haltiner name stands for commitment and capital, reliability, neutrality, precision, and quality. We leverage its strength and uniqueness to secure the long-term future and independence of our company. Our strength lies in the unique balance between tradition and innovation, Exclusive advice for high net worth individuals, institutional and families clients. Our roots are in Switzerland, but our perspective and vision are global. We are a group of former financial professionals and client advisors from the banking, insurance, and investment advisory sectors.
Why Haltiner?
Customers choose Haltiner because they appreciate the attention and time our employees devote to them, as well as their professional expertise. As a family office, we strive to build strong, long-term partnerships with our clients based on expertise, trust, and diligence. The goal is wealth creation, guided by a simple philosophy: “But not at any price.” We rely on proven investment strategies and reject excessive risk. Our team’s innovative spirit, client focus, and rapid communication form the foundation of our services.
A „Can– do”Attiude!“
With our competence and precision, we aim to stand out through expertise, excellent consulting, professionalism, and our yes ‘can-do’ attitude!
We make a point of taking the time to listen carefully to our clients, thatway we understand their needs and goals
We focus on finding solutions that are precisely tailored to our clients’ personal and financial situations.
We implement robust, customized solutions to achieve the best long-term, solid results.
Expertise and experience
We are your reliable partner for financial intermediaries. Our track record speaks for itself – we look back on a long tradition of successful advice and solutions for complex financial challenges, and can look our clients in the eye with confidence.
A reliable partnership
Entrepreneurial. Passionate and Exclusive – that’s the best way to describe our clients. Our aim is to achieve sustainable value growth by working closely with our partners, whilst always upholding our values of reliability, transparency, honesty and integrity.
Effective and robust solutions
When it comes to every challenge, we apply creativity and innovation to find effective solutions for our clients. In a fast-moving industry, it is important to have a reliable partner by your side who understands your expectations and needs.
A proven track record
To navigate the complex financial sector with confidence, you need a dedicated, competent team of experts and independent advice that focuses exclusively on your interests and helps you achieve your goals as you shape the future together with us.
In our family office services, we place the utmost importance on stability and consistency to safeguard your assets, even in challenging market conditions. We take the time to listen actively to our clients. We understand their needs and goals and respond to them accordingly.
Financial Planning
Sound financial planning – whether for successful life planning or retirement provision – we offer bespoke advice for every stage of life and are flexible and adaptable to cover a range of sectors and regions, helping you to achieve your goals.
Alternative investments
A private equity investment must be tailored to your objectives and priorities and take into account your desired level of involvement. We have decades of experience and in-depth expertise in the private equity sector.
Investments & Risk
An investment strategy must reflect your goals and priorities and take into account the level of involvement you wish to have. Our investment strategy offers ambitious investors risk diversification and secure capital growth.
Wealth Management
We offer services for the management of private and family wealth, including the preparation and implementation of succession plans, as well as safeguarding your capital and assets for future generations.
“Since our foundation in 2022, our clients have benefited from a wide range of sustainable investment solutions – making us one of the younger companies with many years of experience in this field.”
Royce I. Haltiner CEO
Our employees are our most valuable asset and contribute significantly to our success. That is why we rely on reliability, conviction, and customer focus in our team. This guiding principle shapes our company philosophy and is lived every day.
Stability and Continuity
In the field of family office services, we stand for stability and continuity, ensuring the preservation of your wealth even in challenging market conditions, whilst remaining flexible and agile to cover a range of sectors and regions and pursue the objectives of the family’s capital.
Portfolio and Risk Diversification
We focus on proven, long-term investment strategies and are convinced that low-risk financing is the key to long-term success. Keep your assets secure and stable with us. We’ll steer your finances in the right direction.
Tailored financial advice
Turn your financial ambitions into reality – with a bespoke financial advisory roadmap tailored precisely to your needs. We’ll help you set priorities and develop a strategy that secures your long-term success.
OUR SERVICES
Competence and support tailored to your individual requirements.
Flexible and Client-Focused
We understand the challenges and needs of discerning private individuals, institutional investors and families. That is why we offer bespoke solutions to meet your specific requirements.
Unsere Portfoliostrategie bietet ambitionierten Anlegern diversifizierte Anlagen und Kapitalwachstum.
«Wir sind Berater, keine Verkäufer»
Tailor-made solutions for your financial goals
Our approach to bespoke financial services for individuals and families with ambitious life goals.
Sie erhalten von uns das Fachwissen und die Ressourcen, die Sie benötigen, um Ihre individuellen Anforderungen zu erfüllen, damit Sie die Kontrolle über Ihre Vermögenswerte übernehmen und Ihre Ziele erreichen können.
And we place the utmost importance on stability and consistency to safeguard your assets, even in difficult market conditions.
42+ new clients
Seit unserer Gründung im Jahr 2022 haben wir über 42 neue zufriedene Kunden gewonnen.
Finanzkennzahlen zum 31. Dezember 2025 (ungeprüft)
Why Us?
Independent Swiss precision and bespoke strategies – your success is our benchmark. Our expertise comprehensively covers most specialist areas and sectors for your financial plans and projects..
Private Equity Solutions*
3
Revenues
Total Capital Ratio**
17%
Over 30 years’ experience in the financial sector**
+30
Well-established, effective investment strategies***
92%
92% successful cases
Case studies
‘A holistic approach to wealth management: independent Swiss precision and bespoke strategies – your success is our benchmark.’
Your advisor, your plan,
your path to the future – take charge of tomorrow, with our help.
Our team will assist you in developing a strategy that aligns with your vision and objectives, paving the way for a successful future.
Client Testimonials
Find out why our international clients place their trust in our family office:
Don’t just take our word for it – here’s what our customers say about us.
I have been working with Haltiner Family Office since it was founded and have always been impressed by their investment strategies and customer service. My needs and enquiries have always been taken seriously and dealt with promptly. They have been a great help in diversifying my portfolio and pursuing a secure growth path.
Private Client
W. Butschek
CEO of Marketing Company
Don’t just take our word for it – here’s what our customers say about us.
I am impressed by the extensive knowledge and expertise that the Family Office brings to its investment decisions. Since they have been managing my investments and finances, I have achieved remarkable results and am very satisfied with their services.
Institutional investor
Walter Doyle
CEO & Founder InterGroup Mining (IGM)
Don’t just take our word for it – here’s what our customers say about us.
Whilst searching for a professional and reliable investment firm, I was fortunate enough to come across Haltiner Family Office. I am impressed by their investment strategies and their customer service. Since they have been managing my investments and finances, I have achieved amazing results and am very satisfied with their work.
Private Client
Weidmann N.
Proprietor of a cosmetics boutique
Frequently Asked Questions
Here you will find answers to the most frequently asked questions.
How much experience does the Haltiner Family Office have?
Unsere Fachleute verfügen über mehr als 30 Jahre Erfahrung in den Bereichen Finanzplanung, Beratung und Anlageinstrumente und sind auf maßgeschneiderte Strategien für private und institutionelle Kunden sowie für Familien spezialisiert. Unser Team aus Branchenexperten nutzt sein umfassendes Fachwissen, um unseren Kunden die bestmögliche Beratung zu bieten.
Bespoke solutions, not templates
Your life doesn’t come in a ‘one-size-fits-all’ package, so why should your financial strategy? We believe that every client deserves a roadmap that is as unique as their fingerprint.
What kind of services does Haltiner Family Office offer?
Our clients benefit from a wide range of services, as everyone has their own specific requirements and needs when it comes to wealth management. Whether your priority is security, business succession planning or estate planning, our experts will help you find the solution that best suits your individual needs.
How are my finances effectively managed and protected?
We prioritise dialogue over consensus and humility over complacency. With our proven investment strategy, which focuses on risk-mitigated financing, we ensure the long-term success and stability of your finances. You can rest assured that your assets will be managed with the utmost care and professionalism.
