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

Family office

Our specialists support you in protecting and professionally managing your family wealth and constructing a sustainable organisation.

Family office

Our many years of experience mean, we are familiar with wealthy families' individual needs and requirements. We help you to professionally organise, monitor and protect your family wealth. Our services are available on a modular basis; you decide how we can support your family. Our core competences extend from fiduciary services to investment consulting & controlling to family office services.

We do not sell investment products. We advise and support your family independently and without any conflicts of interest. We act exclusively in your interests.

Format A provides a large number of services in-house. For additional important topics, such as banking, asset management, succession planning, law, real estate and staff recruitment, we work together with external specialists. We support you in identifying the best-in-class provider for each service for your family needs.

Family office services

We guarantee you that your family business will run smoothly and professionally. In addition to wealth management, we offer the following services:

  • First point of contact (internal and external) for all the family’s organisational and administrative questions
  • Travel planning and bookings
  • Appointment management, daily schedules, itineraries etc.
  • Internal and external meeting organisation, reservations
  • Organisation of family events and support with large events
  • Support with employee management (recruitment, rosters, support, contact etc.)
  • Support and advice on registration of foreign staff with the relevant authorities
  • Pension and insurance management
  • Support in private correspondence (invitations, answering fan mail etc.), email management
  • Management of philanthropic activities
  • Expense management
Personal advice

Advice on financial issues is a very personal matter based on trust.

Bernhard Meier

Certified Fiduciary with Advanced Federal Diploma of Higher Education, Head of Fiduciary Services

Member of the Executive Board

More about Format A