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Agenda Invest Overview
Type
Family Office - Multi
Year Founded
2010
General Information
Agenda Invest is a multi-family office headquartered in Lugano, Switzerland. Founded in 2010, the firm manages and preserves the fortunes generated by entrepreneurs and their families, offering investment advisory, corporate finance and governance services. It allocates capital across liquid markets, private equity and direct company stakes, coordinates tax and estate planning, and consolidates multi-bank reporting—delivering disciplined, long-term wealth stewardship.
Contact Information
Website:
Website:
https://www.agendainvest.com/
Year Founded:
2010
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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