Multi-Family Office

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Symphony Family Office

Symphony Family Office began operations in 2011 under founder Philippe Marc Henri Udry. It serves multiple families with consolidated oversight of tax, risk,...

Symphony Family Office logo

Symphony Family Office

Symphony Family Office began operations in 2011 under founder Philippe Marc Henri Udry. It serves multiple families with consolidated oversight of tax, risk, and governance matters. The firm allocates across private equity, real estate, and liquid markets. It executes direct co-investments via SPVs and maintains exposure in Europe and Asia. Confirmed holdings include residential projects in Val de Bagnes, Fully, Grimentz, Crans-Montana, and Verbier, plus wine portfolios under Histoire d'Enfer. Team size and AUM remain undisclosed. Philippe Marc Henri Udry also directs related real-estate and wine entities. The firm belongs to SO-FIT.

General information

Firm type

Multi Family Office

Year founded

2011

Location

Region

North America

Country

Switzerland

City

Sion

Corporate office

Sion, Switzerland

Principals

Philippe Marc Henri Udry

Founder

Anne Carole Rebord

Business Partner

Véronique Rodriguez-Antonin

Business Partner

Sébastien Gatto

Business Partner

Patrick Polli

Business Partner

Sector focus

Private EquityReal Estate

Frequently asked questions

Who runs investment decisions at Symphony Family Office?

Philippe Marc Henri Udry directs investment and operational decisions as founder. Anne Carole Rebord, Véronique Rodriguez-Antonin, Sébastien Gatto, and Patrick Polli serve as business partners across affiliated entities.

Does Symphony Family Office participate in fund commitments or only direct deals?

The firm executes direct co-investments through SPVs. It also maintains private equity and real estate exposure.

What geographies does Symphony Family Office cover?

Confirmed activity spans Europe and Asia. Real estate projects concentrate in Swiss regions including Valais and Verbier.

Where does the underlying wealth come from?

The firm oversees intergenerational wealth for Swiss and international entrepreneurial families.

How is Symphony Family Office related to its real estate and wine entities?

Philippe Marc Henri Udry serves as director across Symphony Family Office and its subsidiaries including Real Estate Address SA and wine portfolios.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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