Florian & Partners

Florian & Partners

Jana H. Florian Grassart founded the Crans-Montana boutique in 2006, exporting Swiss private-banking discipline into an independently owned multi-family office. Her chairmanship doubles as managing partner, and the board includes Alfred Wermelinger, who also serves on the board of Werco Trade AG, and Robert Mocek as special-projects manager — a compact governance layer typical of Swiss single-office structures. Client portfolios extend across residential and mixed-use real estate through dedicated vehicles — ZZZ Immobilien AG in Zurich, WALLISE IMMO AG, and Wentworth & Jones AG in Cham — alongside a dedicated art advisory network and base-metals exposure via Werco Trade AG. The real-estate lines span Zurich and the Valais, while commodity exposure sits in a separate corporate wrapper. Europe is the confirmed geographic perimeter, with Swiss property acting as the balance-sheet anchor and tradable commodity flows adding liquidity. FINMA-licensed portfolio management, delivered under AOOS supervision, places the firm inside the Swiss regulatory perimeter — a costly posture that signals permanence to the families it serves. ASG membership reinforces that institutional standing. Adjacent structures include the Werco Foundation for philanthropy and a lifestyle-services arm in Crans-Montana that extends the mandate into concierge-level family-office support. There is no funnel of co-investor clubs or external-GP fund commitments visible in the firm’s disclosure. Florian & Partners therefore occupies a tightly bounded position: a small, FINMA-supervised Swiss MFO that bundles discretionary asset management, governance, and lifestyle services for a private book of European families. The independent, owner-operated format preserves discretion, while regulation adds a defensible layer of trust that most Alpine boutiques forgo.