3T Family Office Ltd

Overview

3T Family Office Ltd is an independently owned Swiss investment management partnership founded in 2011. The firm says it is 100% owned by management and builds long-term partnerships around asset protection, performance and transparent collaboration across generations.¹²

The firm serves a global client base and provides each client with a single contact person for banking operations. It uses an open architecture with multiple custodians: banks hold client assets while 3T represents the client’s interests.¹

3T reports membership in SO-FIT, a Swiss Financial Services Standards Association recognized by FINMA, and affiliation with FINSOM for financial-sector mediation. FINMA’s list of licensed portfolio managers and trustees includes 3T Family Office SA in Geneva, supervised by SO-FIT.³⁴

History

3T Family Office Ltd was founded in 2011 as an independently owned Swiss investment management partnership.¹

Leadership

Zoe Hiolou is a Senior Partner with more than 30 years of experience in banking, investment advisory and wealth management for HNIW and UHNW clients, family offices and foundations.⁵

Stefano Balestra is a Senior Partner with more than 20 years of experience in wealth management and family office services, including roles with Credit Suisse, UBS and Lombard Odier.⁵

Services

### Discretionary wealth management

3T provides discretionary wealth management for clients who entrust asset management to its team within a predefined investment profile.⁶

### Investment advisory

The investment advisory service analyzes each client’s needs, develops a financial concept and investment strategy, and presents alternatives while the client retains final decision authority.⁷

### Reporting and consolidation

The firm combines portfolio data from multiple private banks, global custodians and prime brokers into comprehensive reports that include performance analysis.⁸

What the firm offers

• Investment management
• Trust and fiduciary
• Private and alternative investments

Client focus

3T works with a global client base and has experience serving HNIW and UHNW clients, family offices and foundations.¹⁵

Approach

The firm says its process begins with understanding a client’s needs, expectations, risk tolerance and investment horizon before creating a personalized investment profile.⁹

3T describes its investment philosophy as emphasizing recurring returns, stable risk aligned with the client profile, capital preservation during bear markets, quality, transparency, liquidity and sustainability.⁶

The firm reports that its objectives are to preserve client wealth and deliver attractive risk-adjusted returns over a defined cycle.¹

Assets and minimums

No assets under management or investment minimums are published in the supplied research brief.

FAQs

Related resources

• LocationMultifamily offices in Switzerland

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• GuideMultifamily office services

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• Network siteFamilyOffices.com

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• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client prepare for conversations about investment authority, fiduciary arrangements, private investments, reporting, consolidation, fees, and client geography. It gives a family or business owner a practical way to clarify how an independent Swiss partnership would work with them.

• Similar firmsARISE Partners AG
  Baumgartner Family Office AG
  CIGP Compagnie d’Investissements et de Gestion Privée SA

  These profiles provide nearby points of comparison with ARISE Partners AG, Baumgartner Family Office AG, and CIGP Compagnie d'Investissements et de Gestion Privée SA. Reviewing their stated services and locations can help a reader identify which questions matter when comparing Swiss or internationally oriented wealth providers.

Sources

1. https://www.3tfamilyoffice.com/us/en/who-we-are/
2. https://www.3tfamilyoffice.com/us/en/our-thinking/
3. https://www.finma.ch/en/~/media/finma/dokumente/bewilligungstraeger/pdf/vvtr.pdf?la=en
4. https://www.3tfamilyoffice.com/us/en/our-team/
5. https://www.3tfamilyoffice.com/us/en/discretionary-wealth-management/
6. https://www.3tfamilyoffice.com/us/en/investment-advisory/
7. https://www.3tfamilyoffice.com/us/en/reporting-amp-consolidation/
8. https://www.3tfamilyoffice.com/us/en/what-we-do/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.