In the world of international finance, Switzerland is often a synonym for private banking. Its economic and political stability, independence and culture of client relationships are the ingredients that make the Swiss confederation a safe haven for the management of substantial private capital. With assets under management worth approximately 5,600 billion francs and a world market share of 13%, Switzerland is undoubtedly one of the most important world locations for asset management.


Download brochure – Family Office

Family Office Brochure


From a regulatory point of view, a family office’s activities can be compared to those of an independent asset manager. This ensures that an operating context appropriate for the confidentiality of family office activities is available, and means that products such as traditional and alternative investment funds can be created and placed.

Operators must carry out their activities in accordance with the Federal Anti-Money-Laundering Law and have an individual within the company’s management who holds the authorisation to exercise the profession of trustee. Supervision is carried out by the Self-Regulation Bodies (Swiss Association of Asset Managers and Canton of Ticino Trustee Self-Regulation Body) monitored by FINMA.

The tax regime applicable to a family office varies depending on the legal structure of its business. The extensive flexibility of the “Ticino System” allows the new taxpayer to get in contact with the Tax Authority and assess their tax position, reaching an ad hoc solution by agreement between the parties.


International context on a human scale

Over the years, Ticino has taken on an international dimension, playing host to an extremely varied community in terms of both cultures and languages.

Private banking tradition and client culture

With a longstanding private banking tradition, Ticino has always been notable for its client focus. The importance of the client relationship is supported by the availability of legal, tax and economic professionals who are long used to offering high-level customised services.

In the centre of Europe and connected to the rest of the world

Ticino has a strategic geographical position in the heart of Europe. In addition to the availability of public transport which makes it possible to travel easily within the Canton and throughout Switzerland, Ticino has its own airport from which all the main international capitals can be easily reached.