Multi-Family Office

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BS&MC

BS&MC traces its roots to a Swiss law department in 1959, now a multi-family office with 90+ people across 14 jurisdictions.

BS&MC

BS&MC originated in 1959 from the business law department of an established Swiss legal practice, forming a multi-family office in Lugano that now fields over 90 professionals. The firm operates across Europe, Asia, Africa, the Middle East, and South America. Its wealth-origin base is not publicly attributed to a single family; instead the group serves multiple families and entrepreneurs with trust, legal, and tax-advisory foundations. The firm deploys capital through a mix of direct co-investments, SPVs, private credit, real estate, infrastructure, and secondaries. Asset classes extend into collectibles, passion assets, and digital assets, with a crypto and blockchain advisory stream. Stage coverage spans venture capital, growth equity, and buyouts, with confirmed technology focuses in AI/ML and Web3. Geographic deployment reaches across 13 additional offices, including Luxembourg, Milan, London, Nicosia, and Dubai. BS&MC reported over 90 people firmwide, with the Rosa Riganti Foundation acting as its centralized philanthropic vehicle. Chairwoman Valentina Toto drives the foundation's art sponsorship and partner relationships, including ties with Trinity College Cambridge, Safinim SA, and Renexia. Nataliya Ottaviani serves on the SECA Ticino working group, anchoring the firm's Swiss private equity network. The group also operates Worldwide Properties Management SA in Lugano for commercial real estate holdings. The structural differentiator is the firm's embedded legal-and-tax boutique model — an architecture that makes cross-border structuring the central operating system, rather than a back-office afterthought. BS&MC's multi-jurisdictional licensing and its roster of corporate administration services create a compliance-forward posture that differs from pure investment-led family offices.

General information

Firm type

Multi Family Office

Year founded

1959

AUM

Undisclosed

Location

Region

Europe

Country

Switzerland

City

Lugano

Corporate office

Lugano, Switzerland

Additional offices

Italy · Luxembourg · England · Ireland · Cyprus · Greece · Monaco · Estonia · Montenegro · Mozambique · Congo · UAE · Panama

Principals

Valentina Toto

Chairwoman, Rosa Riganti Foundation

Nataliya Ottaviani

Member, SECA Working Group Ticino

Giulio Sergnese

Strategy Advisor, Rosa Riganti Foundation

Sector focus

LuxurySports & WellnessFinTechHealthcare Services

Frequently asked questions

How does BS&MC source its direct investment opportunities?

BS&MC sources through its proprietary legal and tax networks, leaning on 14 international offices that span Lugano, Luxembourg, Cyprus, Dubai, and Panama. The firm embeds advisors inside corporate administration and trust structures, creating a deal-flow pipeline from client restructurings and cross-border transactions rather than through an external GP-led fundraising cycle.

Is the Rosa Riganti Foundation a separate entity from the multi-family office?

Yes. The Rosa Riganti Foundation operates as an independent philanthropic vehicle chaired by Valentina Toto. It maintains its own partnership ecosystem — including Trinity College Cambridge, Safinim SA, and Renexia — and is structurally separate from BS&MC's commercial advisory and investment management mandates.

What role do crypto and digital assets play at BS&MC?

Crypto and blockchain form a dedicated advisory service line within the firm, distinct from traditional wealth management. BS&MC confirms it covers digital assets alongside alternative VC models, collectibles, and passion assets, suggesting a posture that pairs custody and tax structuring with direct token and equity exposure for family clients.

How does BS&MC approach real estate investments?

Real estate services run through the main advisory stack and through a dedicated commercial-property affiliate, Worldwide Properties Management SA, based in Lugano. The firm covers direct real estate, infrastructure, and private credit, with deployment possible across its European and Middle Eastern office locations.

Does BS&MC participate in Swiss private equity networks?

Nataliya Ottaviani, a member of the firm's professional team, serves on the SECA (Swiss Private Equity & Corporate Finance Association) Working Group Ticino, giving BS&MC a formal connection to the Swiss private equity and venture capital community.

Profile maintained by 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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