# WFM & Partners WFM & Partners is a Multi Family Office based in Geneva, Switzerland. ## Overview - **Organization type:** Multi Family Office - **Headquarters:** Geneva, Switzerland - **Region:** Europe - **Address:** Rue Philippe-Plantamour 6, 1201 Geneva, Switzerland - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** wfm-partners.com ## Regulatory record - **Reports private funds:** No ## About WFM & Partners was established in 2014 by a group of Geneva-based private bankers and specialists who structured the firm as an independent multi-family office held entirely by its founders and directors — a design intended to remove conflicts of interest and align advice with client outcomes (per firm website). The client base skews toward entrepreneurial families and ultra-high-net-worth individuals, with a stated geographic concentration in Europe and the Middle East. The firm deliberately limits its client roster, describing itself as “the manager of choice for a limited and exclusive number of families & entrepreneurs.” The firm’s investment posture is built on open architecture, blending discretionary mandates with advisory services that span both listed and unlisted assets. Asset classes in the documented toolkit include fixed income, equities, currencies, commodities, venture capital, private equity, OTC debt, and real estate — the latter pursued through redevelopment and income-oriented programs as well as club deals. WFM & Partners does not publish specific portfolio holdings, but the firm’s materials confirm a willingness to co-invest alongside clients in private equity and club-deal structures. The geographic footprint emphasizes European and Middle Eastern sourcing, supported by relationships with custody banks the firm characterizes as having more than 200 years of institutional history. WFM & Partners operates from a single office on Rue Philippe-Plantamour in Geneva and is subject to Swiss banking law, supervised by SO-FIT, a supervisory organization authorized by FINMA. The firm does not disclose AUM or total deployment, reflecting a posture closer to a discrete multi-generational adviser than to an institutional asset gatherer. The service model extends beyond portfolio management to global asset consolidation — aggregating listed, non-listed, and physical assets across multiple custodians into a unified reporting framework that includes liquidity analysis, income projection, and stress-testing. Lifestyle advisory rounds out the offering, covering properties, businesses, and tangible assets such as art and agriculture. The structural differentiator is the firm’s insistence on acting as “chief advisor” rather than product distributor. By combining founder ownership, Swiss regulatory oversight, and a narrow client base, WFM & Partners occupies a position between a pure family office and a private investment office — offering the discretion and alignment of the former with the institutional custody access of the latter. In an industry where scaling assets under management often dilutes client intimacy, the firm’s decision to remain deliberately limited in headcount and client count is the architecture that governs its economics and its advice. ## Sectors - Private Credit - Private Equity - Real Estate - Hedge Funds ## Questions ### How does WFM & Partners source deal flow? Deal flow is sourced through an open-architecture model that gives the firm access to an international network of custody banks, asset structurers, product issuers, lawyers, and investment bankers. The firm also structures private equity and real estate opportunities as club deals, bringing select investments to clients on an à la carte basis. Geographic sourcing concentrates on Europe and the Middle East (per firm website). ### Is WFM & Partners a single family office or a multi-family office? WFM & Partners is a multi-family office serving a limited number of entrepreneurial families and ultra-high-net-worth individuals. It is not tied to a single founding family fortune. The firm characterizes itself as an independent Swiss asset manager and multi-family office, regulated by SO-FIT under FINMA oversight (per firm website). ### Where does the underlying client wealth come from? The firm’s client base consists of entrepreneurial families and individual entrepreneurs, with disclosed geographic concentrations in Europe and the Middle East. The specific industrial or sector origins of that wealth are not disclosed publicly, beyond the firm’s description of its clients as having complex financial and non-financial assets requiring consolidation across multiple custodians (per firm website). ## Related profiles - [Aurèus](https://altss.com/profile/aureus) - [Icam & Partners](https://altss.com/profile/icam-and-partners) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/wfm-and-partners Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology