Updated:
Baseline Wealth Management
Baseline Wealth Management was established in 2010 by Thierry Grin as a partner-owned multi-family office in Geneva. Its wealth base stems from capital...
Baseline Wealth Management
Baseline Wealth Management was established in 2010 by Thierry Grin as a partner-owned multi-family office in Geneva. Its wealth base stems from capital contributed by the managing principals themselves. The firm serves global UHNW clients and entrepreneurial families. Investment activity centers on balanced and growth strategies alongside venture and buyout exposure. Asset classes include private equity, commodities, direct co-investments, and philanthropic mission-related vehicles. Confirmed positions cover Swiss and international real estate in Switzerland, France, and India plus a 1% Bitcoin allocation in discretionary accounts. Geographic reach spans Europe and North America. The firm employs open-architecture selection and maintains custodian relationships with UBS, Pictet, Lombard Odier, and Julius Bär. It sponsors two Swiss foundations focused on education and emergency medicine. January 2026 marked its acquisition by Creative Planning LLC.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
853 (Altss estimate)
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Lindenstrasse 22, Geneva, Switzerland
Additional offices
Zurich
Principals
Thierry Grin
Founder and CEO
Michael Pellman Rowland
Partner and Impact Expert
David Kuenzi
Partner and Director of International Wealth Management
Sector focus
Frequently asked questions
Who runs investment decisions at Baseline Wealth Management?
Thierry Grin serves as Founder and CEO. Michael Pellman Rowland and David Kuenzi act as partners with defined roles in impact and international wealth management.
Is Baseline Wealth Management structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple entrepreneurial families and UHNW clients beyond its founding principals.
Does Baseline Wealth Management participate in fund commitments or only direct deals?
The firm deploys across fund-of-funds vehicles, direct co-investments, and SPVs according to client mandates.
What investment stages does Baseline Wealth Management typically target?
Mandates cover early-stage venture through expansion and buyout opportunities alongside secondaries and distressed debt.
Where does the underlying wealth come from?
Wealth originates from capital contributed by the managing principals and is augmented by fees from external UHNW and family clients.
How is Baseline Wealth Management related to Creative Planning LLC?
Creative Planning LLC acquired Baseline Wealth Management in January 2026.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: