SFOA is the official
Association for
Swiss Single Family Offices

The Swiss Single Family Office Landscape

The official Swiss Single Family Office Association (SFOA) is very proud to announce the completion of the first comprehensive study of the Single Family Office landscape in Switzerland!

Download the Report 2024

Swiss SFO Compensation Survey 2024

This report aims to provide insights into incentive schemes for C-levels at Swiss SFOs, with a focus on the design of short-term and long-term incentive plans, level of compensation, and performance measures applied.

Download SFO Compensation Survey

SFOA Membership provides more than networking. For the benefit of our members and the Single Family Office Industry, SFOA aims at building a cohesive framework for the professional development of Industry Leaders.

Education

Leadership Development and Certification Program for Family Officers, creating industry standards for Single Family Offices

Best Practice

Promoting best practices and knowledge transfer through designated workshops & peer-to-peer exchange

Public Affairs

Lobbying and exchange with governmental bodies to promote industry friendly policies; enabling sustainable wealth transfer over generations

Network

Providing trusted access to SFOA’s members network, facilitating exchange with other global SFO Associations and Interest Groups

Resources

Acting as spokesperson for the SFO industry and provide information & resources to authorities, regulators and media

The SFOA Meetings

SFOA hosts several full-day Member’s events, in secluded Swiss locations that provide for a perfect setting to discover new insights and to encourage candid and vivid exchange among Swiss Single Family Offices.
Each SFOA event has its recurring themes that are usually organized around a full spectrum of investment related topics, coupled with select focus areas.
Regularly discussions are also inspired by individual members’ presentations on their respective family’s business and heritage.

  • 14.05.2025  Vevey/VD

    Fireside Chat with Paul Bulcke (Chairman of Nestlé) / Pre-Event Dinner / Annual General Meeting / Update on Code of Conduct working group / Generate AI-MPACT by Dr. sc. Stephan Sigrist / Government Funding and Falling Angels by Peter Jeggli and René Hermann / The Transformative Power of Wealth by Philip Marcovici / SFOA Member’s Presentation / Nestlé HQ Visit: Insights and Perspectives on Nestlé S.A.

  • 24.10.2024  Pontresina/GR

    Pre-Event Dinner at Punt Muragl / Fireside Chat with Dr. Josef M. Ackermann / Best Practices and Governance Standards for Swiss SFO industry / Allocation to Private Markets for Family Offices by Cyril Demaria / SFO Compensation-Benchmarking Survey by Dr. Stephan Hostettler / Workshop on Tactical Asset Allocation and Portfolio Management / Geopolitical & Geoeconomic Landscape by Maximilian Kunkel / miaEngiadina – The Regional Community Hub by Jon Erni / Wine as an Investment and Wine Tasting by Philipp Schwander

  • 23.05.2024  Lausanne/VD

    Private Tour and Dinner at EHL Hospitality Business School / Annual General Meeting /
    Survey on the Swiss Single Family Office Landscape / Privacy rights of individuals and their corporate holdings by Filippo Noseda /
    Legal and factual challenges for Board Members by Dr. Wolfgang Zürcher / Geopolitical and Geo-economic landscape by Elbridge Colby /
    Workshop on Tactical Asset Allocation

  • 26.10.2023  Andermatt/UR

    Fireside talk Sami Sawiris / SFOA Study update / Impact investing by Dimple Sahni / AI & Google Maps by Samuel Widman / Swisscoin by Pascale Bruderer / Workshop & TAA

  • 11.05.2023  Bern/BE

    Annual General Meeting / Swiss Financial Centre – Quo vadis? by Daniela Stoffel / Update Federal Tax by Tamara Pfammatter / Risk Management SNB / Macro Outlook by Felix Zulauf (LinkedIn Article here)

  • 02.12.2023  Interlaken/BE

    Tactical Asset Allocation & workshop / Challenges CH Industry, Martin Hirzel / Breitling business case,  George Kern /  Fireside chat FORT, Dan Lubin

  • 15.09.2022  Cademario/TI

    Annual General Meeting / asset allocation / privacy / multiple crisis & energy crisis with Axpo, Avenergy, Dominique Feusi

  • 07.04.2022  Lausanne/VD

    Family governance / asset allocation / private equity /
    Innovation @ EPFL

  • 30.11.2021  Rüschlikon/ZH

    Impact Investing /presentation by Avenir Suisse / Blockchain technologies

  • 14.09.2021  Zug/ZG

    Blockchain technologies / relevant regulatory developments 

  • 07.07.2021  Luzern/LU

    Private Equity / Tech VC (Future of Medicine)

  • 02.02.2021  Webinar (Covid restrictions)

    US real Estate

  • 02.11.2020  Webinar (Covid restrictions)

    Effective family governance in context of single family offices

  • 08.06.2020  Zug/ZG

    Owner strategy, culture & compensation / Contemp. Art lending & securitization

  • 07.11.2019  Hosted by member in Zug

    Ordinary members meeting

Membership application

Be part of a world leading Single Family Office ecosystem with a focus on privacy and trusted relationships. We welcome Single Family Offices of any size with a representation in Switzerland. Learn more about becoming a member by clicking the below button. 

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