Agenda Invest Overview

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.