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WFM & Partners Overview
Type
Multi Family Office
General Information
WFM & Partners is a multi-family office headquartered in Geneva, Switzerland. Founded in 2014 by seasoned private banking professionals, its partners draw on decades of asset-management experience to advise entrepreneurial families and ultra-high-net-worth individuals across Europe and the Middle East on portfolio construction, consolidation and succession planning. The firm operates independently under Swiss regulatory oversight—delivering disciplined wealth preservation and advisory solutions.
Contact Information
Website:
https://www.wfm-partners.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Geneva, Switzerland
Portfolio & Notable Allocations
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