# Baumgartner Family Office

Baumgartner Family Office is a Multi Family Office based in Zurich, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Zurich, Switzerland
- **Region:** Europe
- **Address:** Zurich, Switzerland
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** bfoag.ch
- **LinkedIn:** linkedin.com/company/baumgartner-family-office-ag

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate

## People

- Dr. Rico Baumgartner — CEO and Owner of Baumgartner Family Office AG

## 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.

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- [Bauknecht Capital](https://altss.com/profile/bauknecht-capital)
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Last updated: 2026-08-10T15:54:10.904Z

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