# Baseline Wealth Management

Baseline Wealth Management is a Multi Family Office based in Geneva, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Geneva, Switzerland
- **Region:** Europe
- **Address:** Lindenstrasse 22, Geneva, Switzerland
- **Founded:** 2010
- **Assets under management:** 853 (Altss estimate)
- **Website:** baselinewealth.com
- **LinkedIn:** https://ch.linkedin.com/company/baseline-wealth-management-ag

## Regulatory record

- **CRD number:** 155526
- **SEC file number:** 801-72136
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155526

## About

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.

## Sectors

- ESG
- Sports & Wellness
- Digital Health
- Real Estate

## Offices

- Zurich

## People

- Thierry Grin — Founder and CEO
- Michael Pellman Rowland — Partner and Impact Expert
- David Kuenzi — Partner and Director of International Wealth Management

## 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.

### 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.

### How is Baseline Wealth Management related to Creative Planning LLC?

Creative Planning LLC acquired Baseline Wealth Management in January 2026.

## Related profiles

- [Argos Wealth Advisors](https://altss.com/profile/argos-wealth-advisors-family-office)
- [The Police Retirement System of St. Louis, Missouri](https://altss.com/profile/the-police-retirement-system-of-st-louis-missouri)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/baseline-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology