Philos & Partners Background & Overview Overview

General Information

Philos & Partners is a multi-family office headquartered in Zurich. The firm provides tailored wealth management and advisory services to families with complex financial needs, focusing on asset allocation, succession planning, and intergenerational wealth preservation. Its team collaborates closely with clients to structure investment portfolios and address governance matters—supports families in navigating evolving financial landscapes while maintaining discretion and a long-term perspective.