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Logo Format A AG – fiduciary services, investment controlling & consulting, family office

About us

Format A is the expert partner for your financial affairs. Our many years of experience mean we understand your objectives and needs. Format A offers you solutions that are personally tailored to you.


We offer companies and private clients a comprehensive range of services, including high-quality consultancy services in fiduciary services, investment consulting & controlling and family office.


Our experienced team with its diverse expertise will support you in reaching your objectives. The different personalities and complementary professional and specialist careers represented in our team mean we can provide you with the right professional advice and support. Our business is people’s business.

Advice on financial issues is a very personal matter based on trust. This means that personal interaction is an enormously important component in a successful client relationship. The Board of Directors/Executive Board and the whole team at Format A stand for responsible thinking and actions, reliability, discretion and loyalty.


We work as a network with short lines of communication, flat hierarchies and motivated experts, creating added value for our discerning clients.


Our complete independence is a key factor in being able to offer you economically optimal and efficient solutions in every situation.

No conflicts of interest

Our independence makes us perfectly suited to representing your interests neutrally and objectively. Format A does not manage any client assets or have its own investment products. We work on a transparent fee basis and do not accept any commissions or kickbacks from banks, asset managers or other financial service providers.


Format A has a highly specialised network with exclusive partner companies including lawyers, banks, asset managers, insurance companies and associations. Together, we increase the quality of service provision and value added for our clients.

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