Icam & Partners SA

Overview

ICAM & Partners SA is a multi-family office based in Lugano, Switzerland. The firm describes itself as independent and says it has no ties with financial institutions. It reports that it is regulated and authorized by FINMA under the FinSA, FinIA, and AMLA frameworks.¹ FINMA’s list of licensed portfolio managers includes ICAM & Partners SA in Lugano under OSFIN supervision.²

History

The firm states that it was established in 2009.¹

Services

ICAM & Partners SA provides wealth management, investment management, financial and insurance planning, estate and succession planning, philanthropy, and family governance.³ Its services also include asset consolidation, aggregate reporting across custodians and asset classes, investment-cost monitoring, fee-structure optimization, and supervision of external managers.³

The firm offers private equity and club deals by identifying and structuring selected private-market and co-investment opportunities. Through Investify PCC Limited, it provides tailor-made Actively Managed Certificates for institutional and professional clients.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

The firm focuses on high-net-worth individuals and families. It also says it supports professional athletes with tailored wealth solutions.¹⁴

Approach

ICAM & Partners SA describes its operating model as lean, expertise-focused, specialized, integrated, and designed for client proximity and agility.⁵ Its stated investment and research capabilities include portfolio allocation, macro analysis, fund selection, risk mitigation, and performance sustainability.⁵

The firm says its legal, compliance, and structuring work addresses regulatory navigation, legal frameworks, tax-efficient vehicles, and Swiss, European Union, and offshore jurisdictions.⁵ It designs financial architecture from each client’s asset position and goals, then develops, monitors, and periodically reviews a tailored strategy.⁶

FAQs

Related resources

• LocationMultifamily offices in Lugano

  This Lugano directory gives context on the local multi-family office market and the types of services available in the region. It can help a family or business owner compare firms offering investment management, tax planning, estate planning, and family-governance support for Swiss and international circumstances.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts may fit into cross-border asset planning. Readers with family members, companies, or property in different countries can use them to prepare questions about tax coordination, estate structures, and trustee arrangements when assessing a Lugano-based adviser.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides a way to research other family offices, investors, and potential professional contacts. A business owner or family can use the databases to identify comparable providers, understand market participants, and organize background research before discussing investment management or private market opportunities.

• GuideMultifamily office fees

  This fee guide outlines common ways multi-family offices may charge for advice, investment management, administration, and related services. Reviewing it can help prospective clients frame a budget and ask ICAM & Partners SA about pricing for cross-border planning, family governance, insurance, and alternative investments.

• Similar firmsHelvetia Investment Advisors SA
  Safira Wealth Management
  T&T International Wealth Management AG

  Profiles of Helvetia Investment Advisors SA, Safira Wealth Management, and T&T International Wealth Management AG offer comparison points within the same broader market. Reading them can help families assess differences in investment focus, international services, governance support, and the types of clients each firm describes.

Sources

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.