Haltiner Family Office
- Freiestrasse 166, 8032 Zürich, Schweiz
- +41 (0) 79 916 91 11
- info@haltinerfamilyoffice.ch
Welcome to Haltiner Family Office
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.
Why Haltiner?
Customers choose Haltiner family Office 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.
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.
30
years of experience
Experts in Providing Investment Consulting Services
- Risk Management
- Investment Strategy Development
- Our Investment Process Explaind Simply
We can help you strengthen your finances – with modern investment management designed to ensure your long-term success.
Comprehensive Solutions
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.
Local expertise. Global resources. Our commitment and innovative strength for Switzerland. Independent Swiss precision and bespoke strategies - your succes is our benchmark. Our expertise comprehensivly covers most specialist areas and sectors for your financial plans and projects.
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.
Start Investing with Smart Ideas. Appointment
We Plan your Growth
Financials that are robust, optimised, reliable, versatile and trustworthy.
We’ll steer your finances in the right direction.
Appointment
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 region. Our team is available at any time to provide further information. You can contact us. We look forward to hearing from you and discussing how we can assist you.
01 st step
Know Client Needs
In our family office services, we place the utmost importance on stability and consistency to safeguard your assets even under challenging market conditions. We stand for stability and continuity in the realm of family office services, ensuring the preservation of your assets, and remain flexible and agile to cover a wide range of sectors and regions and pursue the objectives of your capital.
02 nd step
Financial Planning
Has your wealth grown, and would you like to simplify the management of your assets? This requires expertise. Our experts can assist you in developing a strategy-based approach that aligns with your goals and priorities. Through early and structured finacial 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.
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
Stability & Continuity
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.