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Agenda Invest Overview
Type
Multi Family Office
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:
https://www.agendainvest.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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