Exandas AG

Overview

Exandas AG is a Switzerland-based multi-family office operating under Swiss law. The firm provides custom-made financial strategies spanning investments and lifestyle management.

FINMA lists Exandas AG as a licensed portfolio manager supervised by AOOS. Exandas describes itself as an independent wealth manager and emphasizes independent advice for clients.

Services

Exandas provides portfolio management, investment advice, and execution-only services for retail, professional, and institutional clients.

Its consulting work can cover legal services, accounting and controlling, tax planning and structuring, relocation, succession planning, and other non-financial matters.

The firm works with a network of selected partners across related specialist areas.

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Administration and bill pay

Client Focus

Exandas primarily serves high-net-worth individuals, families, and entrepreneurs in Central and Eastern Europe, Russia, Greece, the United Kingdom, and Switzerland.

Approach

The firm combines independent wealth management with custom-made financial strategies spanning investments and lifestyle management. Its broader consulting offering can address financial, lifestyle, legal, tax, relocation, succession, and other non-financial matters, with support from selected partners across related specialist areas.

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This page gives an overview of multi-family offices operating in Switzerland, useful for comparing regional options alongside Exandas AG. A wealthy family or entrepreneur can use it to frame questions about independent investment management, tax planning, estate planning, administration, and bill pay before contacting a firm.

• GuideMultifamily office services

  This resource explains the types of support a multi-family office may provide across wealth, tax, estate, and administrative needs. It can help a prospective Exandas AG client identify which services matter most, from investment advice for personal assets to ongoing bill payment for family or business affairs.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for owners of family-run companies. For an entrepreneur or family business owner considering Exandas AG, it can add operating and succession context to discussions about investment management, tax planning, estate planning, and the administration of personal and business interests.

• GuideMultifamily office fees

  This page outlines how multi-family office fees may be structured and what can affect the overall cost. A prospective client of Exandas AG can use it to prepare clear questions about charges for investment management, planning, administration, bill pay, and any services spanning family wealth and business ownership.

• Similar firmsAmmer Capital AG
  ARISE Partners AG
  Baumgartner Family Office AG

  Profiles for Ammer Capital AG, ARISE Partners AG, and Baumgartner Family Office AG provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms can help a Swiss family or business owner develop questions about service scope, client focus, investment advice, planning, and administrative support when assessing multi-family office options.

Sources

1. Exandas Senior Relationship Manager brief
2. Exandas Services
3. FINMA licensed portfolio managers list
4. Exandas Legal Information
5. Exandas Disclaimer

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.