Finad AG Family Office

Overview

FINAD AG is a Zurich-based Swiss corporation operating under company number CHE-107.871.887. The firm identifies AOOS as its supervisory organization and the Swiss Financial Market Supervisory Authority (FINMA) as its supervisory authority. FINMA’s licensed portfolio manager list includes FINAD AG in Zurich under AOOS supervision.¹²

FINAD describes itself as an independent adviser serving wealthy families, entrepreneurs, institutional investors and foundations. It reports offices in Zurich, Hamburg and Vienna and supports families, companies and foundations across these locations.³⁴

History

The firm states that it was founded in 1976.⁵

Leadership

Thomas Loher is President of the Board. Dr. Holger Hohgardt and Jan Hüsler are Managing Directors, and Christoph Schwarzenbach is a Senior Partner.⁶

Services

FINAD’s family-office services include financial oversight, liquidity and tax planning, company-asset management including mergers and acquisitions, coordination among family owners, and succession planning.⁷

Its asset-management offering spans all asset classes and includes proprietary market research and manager selection.⁸

The firm’s private-market services cover investment due diligence, liquidity management for capital calls, ongoing monitoring, private-equity and company opportunities, and property investments.⁹

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy

Client focus

FINAD works with wealthy families, entrepreneurs, institutional investors and foundations. Its stated geographic platform supports families, companies and foundations through offices in Zurich, Hamburg and Vienna.³⁴

Approach

FINAD says it combines broad in-house expertise with a holistic focus on each client’s priorities and long-term objectives. The firm identifies discretion, humility, leading by example, independence and transparency as guiding values.⁵¹⁰

FAQs

Related resources

• LocationMultifamily offices in Zurich

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• Similar firmsAmmer Capital AG
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  Profiles of Ammer Capital AG, Baumgartner Family Office AG, and Earl Fiduciary AG offer additional points of comparison on MultifamilyOffices.com. Reading them alongside FINAD AG's profile may help a Swiss family or business owner compare service descriptions, client focus, and the kinds of planning or investment support each firm discusses.

Sources

1. FINAD imprint
2. FINMA licensed portfolio manager list
3. FINAD about us
4. FINAD expertise
5. FINAD home page
6. Christoph Schwarzenbach
7. Jan Hüsler
8. FINAD family-office services
9. FINAD asset management
10. FINAD private-market investments

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.