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Baumgartner Family Office
Dr. Rico Baumgartner established the firm in 2009 from proceeds of his Swiss legal practice, project finance work and private banking roles. Baumgartner Family...
Baumgartner Family Office
Dr. Rico Baumgartner established the firm in 2009 from proceeds of his Swiss legal practice, project finance work and private banking roles. Baumgartner Family Office AG operates from Zurich and maintains ties to the Frey family through Baumgartner Frey Family Office AG. The firm executes buyouts and co-investments alongside real estate holdings and philanthropic vehicles. Confirmed asset classes include private equity, real estate and mission-related investments. Activity centers on Europe with direct positions rather than broad fund-of-funds commitments. Named real estate assets include properties in Arles, Herrliberg, Silvaplana and Umbria. Dr. Rico Baumgartner serves on the IMD Alumni Club Zurich committee and previously presided over the Liechtenstein Bankenverband. The firm lists Bellerive Impact Fund, Remar Foundation and Util Foundation among its philanthropic structures. Coverage of AUM, headcount and transaction flow remains limited.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Zurich, Switzerland
Principals
Dr. Rico Baumgartner
CEO and Owner of Baumgartner Family Office AG
Sector focus
Frequently asked questions
Who runs investment decisions at Baumgartner Family Office?
Dr. Rico Baumgartner serves as CEO and Owner. He previously acted as legal counsel at ABB and Swiss Re and as President of the Liechtenstein Bankenverband.
How does Baumgartner Family Office source proprietary deal flow?
The firm draws on Dr. Rico Baumgartner’s network from Swiss legal practice, project finance and banking roles plus IMD Alumni Club Zurich connections.
Is Baumgartner Family Office structured as a single family office or does it operate more like a multi-family office?
It operates as a multi-family office serving multiple affluent families with estate, tax, governance and investment services.
Does Baumgartner Family Office participate in fund commitments or only direct deals?
The firm pursues buyouts and co-investments directly alongside real estate and philanthropic allocations.
Where does the underlying wealth come from?
Wealth traces to founder Dr. Rico Baumgartner’s earnings from Swiss legal practice, project finance and private banking.
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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