Baumgartner Family Office AG Background & Overview Overview

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.