# The Wealth Boutique

The Wealth Boutique is a Multi Family Office based in Chester, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chester, Switzerland
- **Region:** Europe
- **Address:** Geneva, Switzerland
- **Assets under management:** Undisclosed
- **Website:** thewealthboutique.ch
- **LinkedIn:** https://www.linkedin.com/company/caroline-tanis

## Regulatory record

- **CRD number:** 317291
- **SEC file number:** 801-129886
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317291

## About

THE WEALTH BOUTIQUE is an SEC-registered investment adviser in CHESTER, NJ, registered since 2024. The firm manages approximately $121 million in regulatory assets. It has 12 employees and 11 investment advisers.

## Sectors

- Wealth Management
- Private Banking
- Real Estate

## Questions

### Who runs investment decisions at The Wealth Boutique?

The Wealth Boutique does not publicly name its principals or investment team. The firm maintains a low public profile, typical of European multi-family offices that prioritize client confidentiality.

### What investment stages does The Wealth Boutique typically target?

The firm favors mature, income-generating assets over early-stage or growth investments. Real estate and private banking instruments form its core, with no public exposure to venture capital or growth equity stages.

## Related profiles

- [ReadyState Asset Management](https://altss.com/profile/readystate-asset-management)
- [CASCIO WEALTH MANAGEMENT](https://altss.com/profile/cascio-wealth-management)

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Last updated: 2026-07-06T01:24:27.130Z

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