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.
Local expertise. Global resources. Our commitment and innovative strength for Switzerland. Our investors need local expertise and a global perspective.
Our Vision
Our roots are in Switzerland, but our perspective and vision are global.
Our Mission
Our Mission and strength lies in the unique balance between tradition and innovation, Exclusive advice for high net worth individuals, institutional and families clients.
Entrepreneurial
Passionate
Exclusive
What We Offer
Haltiner Family Office
01
Financial Services
Our advisory approach to your financial needs. During a consultation, we work with you to define three strategies – liquidity, longevity and legacy – and tailor them to your short- and long-term life goals.
02
Risk Management
We stand for stability and continuity in the field of family office services and ensure the preservation of your assets, while remaining flexible and agile to cover a broad spectrum of industries.
03
Investment Approach
Diversify your portfolio beyond traditional asset classes. Adding alternative investments to your existing portfolio can be a sensible step for your long-term investment strategy.
04
Family Capital Management
We offer expert support to help you develop bespoke strategies for your wealth management needs, including a tailored family governance structure comprising a family constitution and a family council.
Total Product
January-March 2026
3,456
+25% per week
Our Skills
We keep ourselves up to make your Dreams come true
We can help you strengthen your finances – with modern investment management designed to ensure your long-term success. Let us advise you and lay the foundations for your future.
Benefit from our expertise; we support you every step of the way.