La SFOA è l'associazione
ufficiale dei Single
Family Offices Svizzeri

L'affiliazione alla SFOA offre di più che il networking. A beneficio dei nostri membri e del settore dei Single Family Offices, la SFOA mira a costruire un quadro coesivo per lo sviluppo professionale dei leader del industria.

EDUCAZIONE

Sviluppo della leadership e certificazione per i Family Officers, creando norme per il settore dei Single Family Offices

MIGLIORI PRATICHE

Promuovere le migliori pratiche e il trasferimento di sapere attraverso di workshops designati e dello scambio entro pari

AFFARI PUBBLICI

Lobbying e scambio con gli organismi governativi per promuovere linee guida favorevoli al settore, permettendo il trasferimento sostenibile del patrimonio nel corso delle generazioni

RETE DI CONTATTI

Fornire un accesso di fiducia alla rete di contatti della SFOA, facilitando lo scambio con altre associazioni SFO e gruppi di interesse a livello globale

RISORSE

Agire come portavoce dell settore SFO e fornire informazioni e risorse alle autorità, ai regolatori e ai 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, or by IMD’s sharing of newest research on family governance.

  • 26.10.2023  Hotel Chedi, Andermatt

    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  Bellevue Palace, Bern

    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  Victoria Jungfrau, Interlaken

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

  • 15.09.2022  Kurhaus & Spa, Cademario

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

  • 07.04.2022  IMD, Lausanne

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

  • 30.11.2021  Hotel Belvoir, Rüschlikon

    Impact Investing /presentation by Avenir Suisse / Blockchain technologies

  • 14.09.2021  Casino Zug, Zug

    Blockchain technologies / relevant regulatory developments 

  • 07.07.2021  Hotel Montana, Luzern

    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  Hotel City Garden, Zug

    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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