Principalis Background & Overview Overview

General Information

Principalis is a multi-family office headquartered in Baech, Switzerland. Founded in 2017, the firm provides comprehensive wealth management and investment solutions for families seeking to preserve and grow their capital across generations. Principalis offers tailored advisory services, portfolio management, and access to private market opportunities—supports clients with a disciplined approach to asset allocation and risk management while maintaining a focus on long-term value creation.