ATAG Family Office Ltd.

Overview

The company is registered in Basel as an Aktiengesellschaft with UID CHE-448.697.996. Its registered purpose includes family office work focused on wealth structuring, legal matters and tax advice.¹ ATAG describes additional work across business, family, asset management and lifestyle matters.²

History

ATAG Family Office AG began in mid 2016 as a separately established Swiss multi family office.² It developed from ATAG Private & Corporate Services Ltd.² That organization traces its history to the 1917 creation of Verwaltungs-, Revisions- und Treuhand AG in Basel.² The entity adopted the name Allgemeine Treuhand AG, or ATAG, in 1919.² ATAG Private & Corporate Services AG was part of the EY international network from 1960 until its ownership moved to current partners in 2001.³ A 2016 Handelszeitung report republished by Presseportal described Eric Sarasin joining the board of the newly established ATAG Family Office AG.⁴

Timeline

1. 1917That organization traces its history to the 1917 creation of Verwaltungs-, Revisions- und Treuhand AG in Basel.
2. 1919The entity adopted the name Allgemeine Treuhand AG, or ATAG, in 1919.
3. 1960ATAG Private & Corporate Services AG was part of the EY international network from 1960 until its ownership moved to current partners in 2001.
4. 2016ATAG Family Office AG began in mid 2016 as a separately established Swiss multi family office.

Leadership

Dr. Igor Rusek is chairman of ATAG Family Office Ltd.² Prof. Dr. Nicole Conrad-Forker, LL.M., is a board member.² Dr. François Bueche is a board member.² Gabrielle Perregaux is a board member.²

Services

Investment management covers asset allocation, manager selection, provider selection, risk analysis and reporting.² ATAG works with independent asset managers and assesses providers through factors including counterparty risk, asset control, aligned interests, reporting efficiency, transparency, stability and pricing.⁵

Wealth planning and tax work includes pension planning, tax rulings in Switzerland and abroad, corporate law, family and inheritance law, contract law, foundations and trusts, governance and compliance, mergers and acquisitions, and tax law.²⁶

Estate and trust services include inheritance and marriage contracts, powers of attorney, living wills, foundations, trusts, and family and inheritance matters.²⁶

Governance and family education covers family governance, shareholder agreements, family constitutions, family council advice, conflict management and communication platforms for relatives and employees.²⁷

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay

Client focus

ATAG identifies family enterprises, families, individuals and couples as its clients.² It says client structures are arranged according to the circumstances of each engagement.² Lifestyle support may involve schools, philanthropy, art, property, boats and aircraft.²

Investment philosophy and approach

The firm says it combines an integrated perspective with independence and a focus on practical solutions.² It links legal and tax advice with wealth management for solutions shaped to individual circumstances.² ATAG measures its role through assets it advises rather than assets it manages directly.² It also states that it operates independently from banks, brokers and other providers.⁸ The firm negotiates fees for clients and reviews fees and commissions against industry standards.⁵

FAQs

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Sources

1. Basel commercial register profile , accessed 2026-10-23.
2. ATAG Family Office, About us , accessed 2026-10-23.
3. ATAG, company history , accessed 2026-10-23.
4. Presseportal report on Eric Sarasin’s appointment , accessed 2026-10-23.
5. ATAG Family Office, Wealth management , accessed 2026-10-23.
6. ATAG Family Office, International law and taxes , accessed 2026-10-23.
7. ATAG Family Office, Corporate and family governance , accessed 2026-10-23.
8. ATAG Family Office, Über uns , accessed 2026-10-23.

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.