Family Office

Updated:

Aguaverde Family Office

Aguaverde Family Office SA in Zug offers independent wealth management for Latin American and Swiss families, led by founder Jochen Schöllkopf.

Aguaverde Family Office

Unabhängige Vermögensverwaltung & Nachfolge für Familien & Unternehmer in der Schweiz & Lateinamerika. FINMA-zertifiziert.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

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

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

Book a demo

Sector focus

Wealth ManagementFinancial PlanningPhilanthropy

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 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Zug Family Office profiles