Haltiner Family Office
- Freiestrasse 166, 8032 Zürich, Schweiz
- +41 (0) 79 916 91 11
- info@haltinerfamilyoffice.ch
Welcome to Haltiner Family Office
The name Haltiner stands for commitment and capital, reliability and integrity. We draw on these strengths and our unique character to safeguard the long-term future and independence of our company. We firmly believe that everyone has the right to take an active role in shaping their financial future. For over 25 years, we have been providing the right tools and the necessary expertise to make this possible.
Why Choose Haltiner?
Clients choose Haltiner Family Office because they value the attention and time our staff devote to them, as well as their solution-oriented approach and professional expertise. Our operation is organized in a lean and efficient manner. Independent Swiss precision and bespoke strategies – your succes is our benchmark.
Comprehensive Solutions
Your advisor, your plan, your path to the future – tackle the tomorrow with our help.
“We – understand our clients’ needs.”
We Listen
We make a point of taking the time to listen carefully to our clients, thatway we understand their needs and goals.
We Solve
We focus on finding solutions that are precisely tailored to our clients’ personal and financial situations.
We Deliver
We implement robust, customized solutions to achieve the best long-term, solid results.
25
years - experience
Experts in Providing Investment Consulting
- Risk Management
- Investment Strategy Development
- Our Investment Process Explaind Simply
You have your own personal financial goals. And as you progress in life, your financial situation becomes more complex. That's why you need a trusted partner to accompany you throughout your journey. We’ll steer your finances in the right direction.
Financial Clarity
Thinking
Beyond Ordinary
Strategies
How we invest today determines how we live tomorrow.
Revenues Capital Ratio*
$48,560,25
Since our foundation in 2022, we’ve gained over 40 satisfied clients.
Investors need local expertise and a global perspective. That is exactly what we offer here at Haltiner Family Office. Independent Swiss precision and bespoke strategies - your succes is our benchmark.
We offer services for management of private and family wealth, including the preperation and implementation of succession plans, as well as safeguard your capital and asset for future generations.
The Experts behind your strategy
That they cannot foresee the pain trouble that are bound ensue equal blame belongs to duty.
Power of choice is untrammelled when nothing prevent our being all to do what we like best.
Obligations of business it will occur that pleasures have to repudiaters and annoyances accepted.
That they cannot foresee the pain trouble that are bound ensue equal blame belongs to duty.
We Plan your Growth
We can help you strengthen your finances – with modern investment management designed to ensure your long-term success.
Financials that are robust, optimised, reliable, versatile and trustworthy.
Let us advise you and lay the foundations for your future.
Start Investing with Smart Ideas. Appointment
Appointment
Turn your financial ambitions into reality with a customized roadmap designed for your specific needs. We help you identify priorities and build a strategy that ensures your long-term success.
01 st step
Know Client Needs
Through early and structured wealth planning, we ensure that we take into account both your current needs and any potential future changes, thereby creating a solution that evolves alongside your life. We offer a range of attractive investment and partnership opportunities.
02 nd step
Financial Planning
Sound financial planning – whether for successful life planning or retirement provision – we offer bespoke advice for every stage of life and ensure the preservation of your assets, while remaining flexible and agile to pursue your capital’s objectives.
03 rd step
Thinking Forward for your Results
- View All Recents
- Business
- Consulting
- Innovative
- Investment
- Management
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Business
Investing in Emerging Markets
Business
Investing in Emerging Markets
Investment
Revisiting Your Investment Goals
Investment
Revisiting Your Investment Goals
Innovative
Dimensional Fund Advisors Interview
Innovative
Dimensional Fund Advisors Interview
Consulting
Interested in Giving Back this year
Your Path to Financial Clarity
In the field of family office services, we stand for stability and continuity, ensuring the preservation of your wealth even in challenging market condition, whilst remaing flexible and agile to cover a range of section and regions and persue the objectives of the family capital.
Industries We Served
Private Equity
Immerse yourself in the world of private equity: a dynamic field where hidden potential is uncovered, start-ups are revitalised and entire industries are revolutionised. Find out how you can embark on this exciting journey with us. Exclusive investment opportunities: access to investments that are often unavailable to ordinary retail clients, such as venture capital or private equity.
- Our Due Diligence
- Exit Strategies and IPOs
Banking & Financial
Private banking refers to the exclusive financial services that banks offer to high-net-worth private clients, including personalised investment advice and asset management. Definition and target group: Private banking encompasses all banking services specifically tailored to high-net-worth private clients, often referred to as High Net Worth Individuals (HNWIs), who typically hold at least US$1 million or €1 million in investable assets.
- The core services of private banking go far beyond traditional financial advice and include:
- Asset and portfolio management: Strategic and operational advice on structuring your overall assets, including equities, bonds, property and alternative investments such as hedge funds or private equity.
Investments & Hedge Fonds
Hedge funds are actively managed investment funds that aim to generate high returns by investing across various asset classes and often employing high-risk strategies. Definition and how they work: Hedge funds are alternative investment funds which, unlike traditional funds, are less regulated and have greater flexibility in choosing their investment strategies. They invest in a wide range of financial instruments, including shares, bonds, derivatives and commodities. Hedge funds often use leverage and short selling to maximise their returns.
- Past performance is no guarantee of future returns. Investments in securities or hedge funds always carry the risk of a loss in value, up to and including a total loss.
Technology & Life Sciences
What Is Technology? Technology refers to the application of scientific knowledge for practical purposes. It encompasses tools, machines, systems, and processes that help us: Solve problems: From algorithms that optimize traffic flow to apps that connect remote communities, technology tackles challenges large and small. Enhance efficiency: This work was approved and declassified by the Committee for Scientific and Technological Policy on 19/09/2025.
- Driving Change in a Shifting Landscape
- Expanding the benefits of investments in science, technology and innovation
let’s talk
Our Innovation and presence is about to take off
Schedule a free consultation with our team and let’s make things happen!
Our work in figures
*Figures as of December 31, 2025
How we invest today
determines how we live
tomorrow.