Baumgartner Family Office AG

Overview

The firm assists individuals and families with establishing or managing structures and businesses and with preserving and growing wealth.² Its Swiss commercial register lists the company as active, headquartered in Zurich, and organized as a company limited by shares.⁴

History

The commercial register records the company’s entry on 20 October 2009.⁴ The register also lists former names including BAUMGARTNER FREY FAMILY OFFICE AG, BAUMGARTNER FAMILY OFFICE Ltd. and BAUMGARTNER FAMILY OFFICE SA.⁴ The registered purpose covers advice and services for individuals, families and their assets, including wealth, estate and financial planning, organizational coordination, administration, analysis, strategy, tax optimization, controls, due diligence, compliance and oversight.⁴ It also includes possible board, foundation board and trustee mandates, investment advice, project and transaction support, operational supervision of private equity investments and investment in private equity companies.⁴

Leadership

Dr. Rico Baumgartner is listed as CEO and owner.³ The firm says he worked with one of Switzerland’s wealthiest families in family office services.¹ It also states that he obtained a law degree, passed the Swiss bar exam, worked as a turnaround manager in the industrial sector, and later moved into insurance and banking.¹ The firm says he established a family office, artists and athletes unit for a large Swiss bank.¹

Bindu Saxena is listed as Attorney at Law and Family Officer.³ Tuck Seng Low is listed as Corporate Financier.³ Christina Buddemeier is listed as Immobilienverwaltung and Executive Assistant, while Brigitta Müller is listed for bookkeeping.³

Services

Listed services include wealth and estate planning, investment advisory, legal advisory, trust services, corporate services, family governance, philanthropy advisory, real estate transactions and management, bookkeeping, reporting and concierge services.¹ The services page also lists inheritance and tax planning, training of the next generation, insurance solutions, project management, mergers and acquisitions, company establishment, consulting, real estate administration, private equity and “Philanthrophy.”²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client focus

The firm describes its work as serving wealthy clients internationally and assisting individuals and families with structures, businesses and wealth.¹² Its registered purpose refers to services for individuals, families and their assets.⁴

Investment philosophy and approach

The firm’s published services and registered purpose include investment advisory, private equity, real estate transactions and management, project management, and organizational coordination for individuals, families and their assets.¹²⁴

FAQs

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  Profiles of Safira Wealth Management, ARISE Partners AG, and HELMS Family Office SA provide additional points of comparison on this site. Reviewing these firms alongside Baumgartner Family Office AG may help readers identify differences in regional presence, service mix, and approaches relevant to Zurich based families and business owners.

Sources

1. Baumgartner Family Office AG, About Us , accessed 2026-10-23.
2. Baumgartner Family Office AG, Services , accessed 2026-10-23.
3. Baumgartner Family Office AG, Team , accessed 2026-10-23.
4. Moneyhouse, Baumgartner Family Office AG commercial register summary , 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.