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Wollerau family office Overview

Type

Multi Family Office

General Information

Wollerau family office is a multi-family office headquartered in Steinerberg. The firm provides comprehensive wealth management and advisory services to multiple families, focusing on long-term capital preservation, investment management, and succession planning. Its team works closely with clients to address complex financial needs, coordinate estate strategies, and facilitate cross-generational wealth transfer—serves as a trusted partner in managing and safeguarding family assets.

Contact Information

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Steinerberg, Switzerland

Portfolio & Notable Allocations


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Wollerau Family Office | Steinerberg Multi Family Office | Altss