d-tail Family Office AG

Overview

d-tail Family Office AG is an active Swiss company limited by shares, registered under UID CHE-222.186.109. Its registered purpose includes planning, directing, reviewing, and supervising wealth-related decisions for private individuals and legal entities.¹

d-tail describes itself as an international family office headquartered in Switzerland, with subsidiaries in Germany and Luxembourg. The company says its work is independent and focused exclusively on clients’ interests.²

History

The company entered the Swiss commercial register in 2016. Its commercial-register purpose also permits financing activities and the establishment of branches and subsidiaries in Switzerland and abroad.³

Leadership

Current commercial-register records list Udo Schäberle, Christian Nägele, Timo Michael Bruker, and Armin Vogt in the company’s management.⁴

Services

Documented services include reviewing and directing assets, analyzing investments, preparing reports, and reviewing wealth-management and investment-advisory mandates. These activities support clients in organizing, monitoring, and evaluating wealth-related decisions.⁵

What the firm offers

• Cross-border planning

Client Focus

d-tail states that it works with a selected group of entrepreneurial clients who receive personal family-office support. The company describes these relationships as long-term and extending across generations.⁶

Approach

d-tail describes its approach as independent and exclusively oriented toward client interests. Its stated service model combines personal support with ongoing review of assets, investments, reporting, and external wealth-management or investment-advisory mandates.⁷

FAQs

Related resources

• LocationMultifamily offices in Wollerau

  This page helps compare family office options in Wollerau and the surrounding Swiss market. It gives a wealthy family or business owner regional context when considering d-tail Family Office AG for cross-border planning and broader family-office support.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit into cross-border asset planning. They can help entrepreneurial families prepare questions about structures, jurisdictions, reporting, and coordination before speaking with a Swiss family office such as d-tail Family Office AG.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background resources and a community focused on single family offices and wealthy families. Readers can use it to understand common governance, investment analysis, reporting, and family wealth concerns relevant to an independent Swiss adviser serving entrepreneurial clients.

• GuideThe annual MFO review

  The annual MFO review provides a recurring view of themes and developments across the multifamily office sector. Reviewing it can help families and business owners frame discussions about investment reporting, long-term guidance, and cross-border planning with firms operating from Switzerland.

• Similar firmsACE International
  Africa Wealth Partners AG
  Altrana Advisory AG

  Profiles of ACE International, Africa Wealth Partners AG, and Altrana Advisory AG provide nearby points of comparison on this site. Looking across these firms may help a prospective client identify differences in geographic focus, client type, and services before contacting d-tail Family Office AG.

Sources

1. Swiss UID register, d-tail Family Office AG
2. d-tail official website
3. Moneyhouse company record
4. Moneyhouse company record
5. Swiss UID register, d-tail Family Office AG
6. d-tail Family Office AG on XING
7. d-tail Family Office AG on XING
8. d-tail official website
9. d-tail Family Office AG on XING
10. Swiss UID register, d-tail Family Office AG

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.