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MB Financial Advisory Overview
Type
Single Family Office
General Information
MB Financial Advisory is a single-family office headquartered in Bottighofen. The firm manages and preserves family wealth across generations, focusing on tailored investment strategies, risk management, and succession planning. With a disciplined approach to asset allocation and governance, MB Financial Advisory aligns its activities with the family’s long-term objectives—supports comprehensive wealth stewardship and fosters sustainable value creation for its principals and future generations.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Single Family Office
Leadership & Principals
Corporate Office:
Bottighofen, Switzerland
Portfolio & Notable Allocations
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