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OIKOS Wealth Management Overview

Type

Multi Family Office

General Information

OIKOS Wealth Management is a multi-family office headquartered in Oberweningen. The firm provides comprehensive wealth management services to families, entrepreneurs, and private clients, focusing on investment advisory, estate planning, and succession strategies. With a disciplined approach to portfolio construction and risk management, OIKOS Wealth Management aligns client interests with long-term objectives—supports families in preserving and growing their wealth across generations.

Contact Information

Website:
www.oikos-wm.com

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Oberweningen, Switzerland

Portfolio & Notable Allocations


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Oikos Wealth Management | Oberweningen Multi Family Office | Altss