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Swiss KMU Partners Overview

Type

Multi Family Office

General Information

Swiss KMU Partners is a multi-family office headquartered in Jona. The firm provides comprehensive wealth management, investment advisory, and succession planning services to families and entrepreneurs. With a focus on long-term value preservation, Swiss KMU Partners collaborates closely with clients to address complex financial needs and intergenerational objectives—supports families in navigating evolving markets and safeguarding their legacies through tailored strategies and disciplined stewardship.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Jona, Switzerland

Portfolio & Notable Allocations


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