The Wealth Office

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The Wealth Office Overview

Type

Multi Family Office

General Information

The Wealth Office is a multi-family office headquartered in Zurich, Switzerland. Founded in 2009 after former Credit Suisse private bankers Remo Maurer and Sandor Pasqualetti pooled their advisory expertise, the firm oversees discretionary and advisory portfolios, wealth structuring, consolidated reporting, succession planning, philanthropy coordination and risk management for entrepreneurial families spanning Europe and the Middle East—advising across public and private markets.

Contact Information

Website:
https://www.thewealthoffice.co

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Zurich, Switzerland

Portfolio & Notable Allocations


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