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Amendris Wealth Management & Family Office

Multifamily office listing in Luzern, Switzerland.

  • Founded 1987
Headquarters
Luzern, Switzerland
Founded
1987

Swiss wealth management and family office firm serving affluent families through tailored investment, advisory, and legacy-planning services.

Overview

Amendris AG provides strategic wealth management and asset allocation built around diversified investment products from leading banks and asset partners. The firm says its services are tailored to each client’s objectives and supported by access to international markets.1

History

Amendris AG was established in 1987. The firm is registered in the Commercial Register of the Canton of Lucerne under company number CHE-101.045.566.12

Leadership

Beat Im Obersteg serves as President of the Board. He is an attorney at law with an MBA in economics and finance and is a Swiss Certified Tax Expert.1

Services

Amendris advises clients on real estate investments, portfolio structuring, and transactions. Its family office work covers private wealth and business interests for affluent families, with estate planning and philanthropic projects integrated into broader planning for preserving family wealth and values across generations.1

The firm also provides tax and legal strategy services as part of clients’ financial planning. Amendris offers investment opportunities through a curated selection available to investors with Amendris membership.1

Amendris provides fine arts expertise focused on renowned artists and museum-quality works, including support for acquisitions.3

What the firm offers

  • Financial planning
  • Tax planning
  • Estate planning
  • Philanthropy
  • Private and alternative investments
  • Cross-border planning

Client Focus

Amendris works with affluent families seeking coordinated support for private wealth, business interests, investments, estate planning, philanthropy, and legacy preservation. The firm says it operates globally while tailoring its services to each client.1

Approach

Beat Im Obersteg describes Amendris’s approach as actively managing client needs through a prudent, conservative strategy intended to protect and grow wealth while preserving legacies. The firm states that its philosophy emphasizes integrity, transparency, ethical advice, long-term relationships, and personalized service.1

Amendris collaborates with leading banks and asset managers to develop solutions aligned with client objectives.1

FAQs

What does Amendris AG do?

Amendris AG provides wealth management, asset allocation, family office services, real estate advice, portfolio structuring, tax and legal strategy, estate planning, philanthropy support, and fine arts expertise.13

Who does Amendris serve?

The firm’s family office services address affluent families and their private wealth and business interests.1

What is Amendris AG’s investment approach?

The firm describes its approach as prudent and conservative, with active attention to client needs, diversified investment products, international market access, and solutions developed with leading banks and asset managers.1

  • LocationMultifamily offices in Luzern

    This page helps families comparing advisers in Luzern and nearby Swiss markets. It can frame questions about financial planning, tax and estate coordination, philanthropy, and private investments when assessing a firm serving affluent families with Swiss or cross-border needs.

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  • Similar firmsAltrana Advisory AG
    Helvetia Investment Advisors SA
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    Profiles of Altrana Advisory AG, Helvetia Investment Advisors SA, and Safira Wealth Management provide additional points of comparison. Reviewing their stated services, locations, and client focus can help a Swiss family or business owner organize questions before speaking with firms such as Amendris AG.

Sources

  1. Amendris AG
  2. Amendris AG Legal Disclosure
  3. Amendris AG Fine Arts Services

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.

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