Family Office Florian & Partners AG

Overview

Florian & Partners AG is a portfolio manager listed by FINMA and supervised by AOOS, Schweizerische Aktiengesellschaft für Aufsicht.¹ The firm is based in Crans-Montana, Switzerland.² It describes its work as family wealth solutions for wealthy families with financial portfolios, business participations and properties spread worldwide.³⁴

Leadership

Jana H. Florian is Chairman of the Board and Managing Partner, founder and name partner. The firm’s biography states that she has 25 years of international private wealth management and estate planning experience for wealthy families.² Her prior roles include Vice President at Société Générale Private Banking and Director at ING International Private Banking. She also founded the first foreign private banking operations in the Czech Republic and worked in investment banking in New York.² Her listed education includes an MSc in Physics from Czech Technical University in Prague, a BSc with Honours in Psychological Studies from the University of Derby and Management in International Banking at INSEAD.²

Robert Mocek is Manager Special Projects and has 25 years of private banking and private portfolio management experience.² His prior banking positions include Erste Private Banking Prague, ING Bank Prague, CSOB within KBC Group and Raiffeisenbank Prague.² His listed credentials include a Portfolio Management Certificate from the Czech National Bank, a Private Banking Advisor Diploma from Frankfurt School of Finance and Management and a Certificate of the Amsterdam Institute of Finance.²

Alfred Wermelinger is a Member of the Board with a 40 year career in private wealth management.² His listed prior roles include First Vice President at Société Générale Private Banking in Zurich and portfolio manager at Bank Leu AG, Liechtensteinische Landesbank Schweiz, Zuger Kantonalbank, Schweizerische Volksbank and Schweizerische Bankgesellschaft.²

Services

The firm provides discretionary management of clients’ assets according to family and personal financial preferences.⁵ Its published responsibilities include identifying long term financial objectives, cash flow requirements and risk tolerance, defining strategic asset allocation, managing portfolios on a discretionary basis, monitoring and rebalancing allocation, managing bank relationships and supervising transactions.⁵ It says it supplements internal expertise with bankers, lawyers, fiduciaries and accountants.⁵

Client focus

The firm identifies first generation wealth creators, families receiving significant inheritances and wealthy women among its client groups.⁴ For wealth creators, it designs and implements wealth transfer architecture intended to reflect founders’ wishes and descendants’ financial needs.⁴ For inheritors, it integrates the wealth giver’s financial wishes into the client’s financial plan and manages segments of the family fortune.⁴

Investment philosophy and approach

The firm says its asset management objectives are preserving and appreciating family capital while creating value for a specified level of risk.⁵ Its process begins by understanding clients’ financial ambitions and intended outcomes for themselves and their children.⁶ The firm says it organises and simplifies family fortunes through a rigorous analytical approach, preserves and grows capital and helps identify children’s individual talents for succession in family businesses and wealth.⁶

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This Switzerland-focused page helps readers compare how multifamily offices serve families with cross-border assets, governance needs, and private wealth concerns. It gives context for assessing questions relevant to a Crans-Montana boutique, such as regional access, family wealth planning, and the coordination of financial matters.

• GuideMultifamily office services

  This overview outlines common multifamily office services, including wealth structuring, investment oversight, succession planning, and family governance. A prospective client can use it to clarify which services may matter for a Swiss family or business owner before discussing needs with Florian & Partners AG.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for family-owned companies. Business owners considering family wealth advice can use these resources to think through ownership transitions, governance, and the relationship between operating business decisions and longer-term family financial planning.

• GuideThe annual MFO review

  The annual MFO review provides a periodic view of themes affecting multifamily offices and their clients. Readers can consult it when preparing questions about market conditions, family governance, service models, and the issues that may shape wealth decisions in Switzerland.

• Similar firms1875 Finance SA
  3T Family Office Ltd
  ACE International

  Profiles for 1875 Finance SA, 3T Family Office Ltd, and ACE International provide nearby comparison points within this site's directory. Reviewing their stated locations, services, and client focus can help a family or business owner identify which questions to ask when comparing firms serving complex private wealth needs.

Sources

1. FINMA, “List of portfolio managers and trustees licensed by FINMA and monitored by a supervisory organisation,” accessed 23 October 2026
2. Florian & Partners AG, contact page, accessed 23 October 2026
3. Florian & Partners AG, home page, accessed 23 October 2026
4. Florian & Partners AG, “For whom,” accessed 23 October 2026
5. Florian & Partners AG, “What we do,” accessed 23 October 2026
6. Florian & Partners AG, “How we work,” accessed 23 October 2026

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.