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Aguaverde Family Office
Aguaverde Family Office SA began operations in 2015 under Jochen Schöllkopf, who previously held roles at Bank Vontobel and Bank Julius Bär with a focus on...
Aguaverde Family Office
Aguaverde Family Office SA began operations in 2015 under Jochen Schöllkopf, who previously held roles at Bank Vontobel and Bank Julius Bär with a focus on Latin American clients. The firm operates from Zug under Swiss asset-manager rules and maintains a second historical link to Bogotá through former partner Mauricio Saiz. Services cover structured public-market portfolios, private-market allocations, family governance, trust and foundation formation, and philanthropic project oversight. Geographic reach centers on Switzerland and South America, with team members holding prior postings in New York, Buenos Aires, São Paulo, and the Cayman Islands. No public data exist on committed capital or named holdings. The firm belongs to the Swiss Association of Asset Managers. Aguaverde Charitable Projects handles mission-related work. No investment announcements or leadership changes appear in the last 24 months.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
Europe
Country
Switzerland
City
Zug
Corporate office
Zug, Switzerland
Principals
Jochen Schöllkopf
Founder, Chairman, and CEO
Susanne Schöllkopf
Administration & Languages
Heinz Leu
Asset Manager
Raphael Daniel Bühler
Board Member
Cristina Cabanas
Head of Administration & Operations
Sector focus
Frequently asked questions
Who runs investment decisions at Aguaverde Family Office?
Jochen Schöllkopf, founder and CEO, oversees investment decisions. He is joined by partner Raphael Bühler and asset manager Heinz Leu, who collectively bring over 100 years of banking experience across Swiss institutions such as Bank Vontobel, Credit Suisse, and Julius Bär (per firm website).
How does Aguaverde Family Office source proprietary deal flow?
Aguaverde does not publicly disclose a proprietary deal sourcing model. The firm's primary investment approach is structured portfolio management and independent financial advice — not direct private equity or venture capital deal origination. Client relationships are built through referrals from the founders' Latin American and Swiss network (per firm website).
Is Aguaverde Family Office a single family office or does it operate more like a multi-family office?
Aguaverde is a multi-family office. It serves multiple families and entrepreneurs from Latin America and Switzerland, providing independent wealth management, succession planning, and philanthropic advisory. It is not structured around a single entrepreneurial fortune (per firm website).
Does Aguaverde Family Office participate in fund commitments or only direct deals?
The firm's services focus on discretionary portfolio management and advisory — not direct dealmaking for clients. Aguaverde does not operate a fund structure or take commitments for external funds. It functions as an independent asset manager, selecting third-party investments and structuring portfolios on behalf of clients (per firm website).
What investment stages does Aguaverde Family Office typically target?
The firm does not target specific investment stages. Its offering is wealth management and financial planning across asset classes, not stage-driven venture or growth equity. Client portfolios may include liquid public markets, real estate, and alternatives, but the firm does not disclose a tilt toward early-stage or late-stage private investing (per firm website).
Which sectors does Aguaverde Family Office explicitly avoid?
The firm does not publish a list of excluded sectors. Given its independent, product-agnostic model, sector exposure is client-specific and tailored to each family's risk tolerance and objectives. Aguaverde advises on philanthropic projects but does not promote a predefined sector screen (per firm website).
Does Aguaverde Family Office maintain philanthropic structures, and how are they separated?
Yes. Aguaverde offers planning, oversight, and monitoring of philanthropic engagement as a distinct service line. Philanthropy is managed separately from investment portfolios, with clients able to pursue charitable projects through the firm's advisory. Altss research identifies affiliated philanthropic activities including Help Hope Live, House of Wheels, Larger Than Life, and Na Rota dos Povos.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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