Linvo AG

Overview

Linvo AG combines family-office support, wealth management, alternative investments, and corporate-finance advisory. The firm presents itself as independent and says it is neither a bank, broker, nor fund. It also reports that it receives no commissions for recommendations.¹

Services

Linvo manages liquid assets through discretionary and advisory portfolios covering equities, fixed income, and multi-asset strategies.³

For non-liquid assets, the firm structures and manages private equity, private debt, real estate, and direct holdings. It describes independent due diligence as part of this process.³

Its family-office services include investment strategy, tax structuring, succession and estate planning, philanthropy, family advisory, company structuring, and administration.³

Linvo also provides alternative-investment recommendations and corporate-finance and M&A advice covering valuation, deal structuring, negotiation, and execution.³

The firm says it works with international banks and trust companies for custody and related wealth-management services.¹

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

Linvo works with ultra-high-net-worth individuals, families, and institutional clients. It states that it works with clients holding a minimum of USD 5 million in liquid assets.³

Approach

Linvo describes its approach as bespoke and holistic, combining strategic planning with hands-on execution. The firm says its transparent fees and advice are designed to align with each client’s goals and values.²

Assets and Minimums

Linvo states that it works with clients holding a minimum of USD 5 million in liquid assets.³

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This Zurich directory helps readers compare family office options in the city where Linvo AG serves clients. It can help a family or business owner identify firms offering tax planning, estate planning, administration, investments, and cross-border support for complex private wealth needs.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com explains international and offshore trust structures, including issues relevant to cross-border asset planning. Readers with family, business, or investment ties across Switzerland and other jurisdictions can use these guides to prepare questions about trusts, succession, tax treatment, and governance.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors across markets. A prospective client can use it to understand how firms serving ultra-high-net-worth families and institutional clients are organized, identify comparable providers, and research contacts connected to private investments or international wealth planning.

• GuideThe annual MFO review

  The annual MFO review offers a broader view of trends and practices among multifamily offices. Readers can use it to frame questions about service scope, investment access, client types, and operating models when assessing a Zurich based adviser for family, business, or institutional wealth.

• Similar firmsAltrana Advisory AG
  Renalco SA
  Safira Wealth Management

  Profiles of Altrana Advisory AG, Renalco SA, and Safira Wealth Management provide additional Swiss firms to review. Comparing their stated services, locations, and client focus with Linvo AG's areas can help a family or business owner define priorities for tax, estate, investment, administration, and cross-border planning.

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.