Davidoff & Frey Family Office

Overview

Davidoff & Frey Family Office describes itself as predominantly serving the Davidoff family in Zurich. It also cooperates with other family offices, families, and entrepreneurs.¹

History

The firm reports that the family’s third generation entered working life at the family office in 2023.²

Services

The office operates as a single multifunctional window for the family, handling the family’s functions and serving as its administrative backbone. It combines in-house legal advice and investment know-how with external advisers when additional expertise is needed. The firm reports that it does not offer products or sell products, and it does not provide regulated investment advice to external parties.²

What the firm offers

• Administration and bill pay
• Private and alternative investments

Client Focus

Davidoff & Frey works with families, investors, and entrepreneurs on joint projects. Its activities focus predominantly on the United Kingdom, the United States, and Switzerland, including Zurich and St. Moritz.²³

Approach

The firm’s model centers on coordinating family functions through one integrated office while bringing in specialist advisers as appropriate. Its investment knowledge covers commodities, real estate, private equity, the financial industry, and solar energy.²

Assets and Investments

Davidoff & Frey reports investing its own funds mainly in liquid investments and private equity, with some real estate projects.²

FAQs

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Sources

1. Davidoff & Frey Family Office
2. Davidoff & Frey Family Office, Philosophy
3. Davidoff & Frey Family Office, Leading
4. Davidoff & Frey Family Office, Swiss

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.