Your assets stay with your bank or prime broker. Your plan starts with us.
Swiss Multi Family Office advises families of significant wealth on investments, banking, structures and succession. Registered under FinSA, with an ombudsman, based in Baar, Zug.
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We are a Swiss financial services provider under the Financial Services Act (FinSA). In plain terms, this is what that means for you, and it is all written into our advisory agreement.
Registered advisor
Swiss Multi Family Office GmbH is a financial services provider under Art. 3 (d) FinSA. Our client advisor is entered in the advisor register kept by RegFix, a registration body recognised by FINMA (Art. 28 FinSA).
Ombudsman protection
We are affiliated with FINSOM, the Financial Services Ombudsman (Art. 77 FinSA). As our client, you have free access to a recognised mediation body, and your legal rights stay fully intact. www.finsom.ch
Your assets stay with your bank or prime broker
We have view-only access. No power of attorney, no payments, no transfers. We recommend, and you approve and place every trade yourself.
Transparency
You know how we work and how we are compensated before you commit, all set out clearly in writing. No surprises, and an open line for your questions at any time.
What we do for families
We advise on public and private markets, working alongside your banks and other advisors. The questions families bring us go beyond the portfolio, so we help with those too.
Investment strategy and asset allocation
We start with what the money is for and how much risk you are comfortable with. Then we build a diversified allocation across fixed income, listed equities and alternatives, using ETFs, actively managed funds and structured products where each one fits.
Reviews and reporting
We review your portfolio with you regularly, so you always know how it is doing against what we agreed. You receive a report at least once a year, and whenever you ask for one.
Banking and credit
Strategic advice on banking relationships and credit structuring, and coordination between you and your financial institutions, so that all your banks work to one plan.
Private markets and select opportunities
Access to private equity, private debt, infrastructure, venture capital and hedge funds through established managers. We also bring selected invitation-only deals, including pre-IPO and late-stage technology companies, case by case and only when they clear a high bar.
International wealth structuring
Moving to Switzerland, tax domicile and citizenship processes, lump-sum taxation, trusts and family holding structures, for example in Liechtenstein. We coordinate with specialist lawyers and tax advisors and build your portfolio around the result. Tax advice itself comes from your tax advisor.
Succession and family matters
Wills, prenuptial agreements and trust rules, and how decisions are made in the family. Teaching the next generation the basics of economics, finance and investing. Philanthropy and family foundations, relocation planning, a place at a private school, or an introduction to someone in our network.
Personal commitment & senior engagement
“To give ultra-high-net-worth individuals and families clear, personal advice on the whole of their wealth.”
Damján D. Csiba, CFA
Founder & Managing Director
With extensive experience in international wealth management, portfolio construction, asset allocation, and private market transactions, Damján works directly with families to structure and safeguard their capital across generations. Holding the Chartered Financial Analyst (CFA) designation, he upholds the highest standards of analytical rigor and fiduciary duty.
LinkedInStart with a conversation
If you would like to discuss your family’s situation or a specific question, write to us. The first conversation is confidential and without obligation.
dcs@swissmultifamilyoffice.ch Swiss Multi Family Office GmbHBlegistrasse 9
6340 Baar, Switzerland