Baumgartner Family Office AG

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Baumgartner Family Office AG Overview

Type

Multi Family Office

Year Founded

2009

General Information

Baumgartner Family Office AG is a multi-family office headquartered in Zurich. The firm provides comprehensive wealth management, investment advisory, and family governance solutions to multiple families, focusing on preserving and growing generational capital. With a client-centric approach and deep expertise in cross-border financial matters, the office serves as a trusted partner for affluent families—facilitates tailored strategies to address complex financial needs and long-term objectives.

Contact Information

Website:
https://bfoag.ch

Year Founded:
2009

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Zurich, Switzerland

Portfolio & Notable Allocations


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