Prestige Family Office

Overview

Prestige Family Office describes itself as an independent Swiss multi-family office, unaffiliated with financial, banking, accounting, or legal institutions. The firm says its client relationships are guided by trust, communication, efficiency, neutrality, and confidentiality. It can coordinate with clients’ legal, tax, and financial advisers when requested.¹

History

Prestige Family Office was founded in 2016. Its founder reports more than 15 years of experience directing companies that provide Swiss and international administrative services, including work for clients’ private wealth and businesses.¹²

Leadership

Barbara Haldi is identified as the founder and owner of Prestige Family Office. Her background includes accounting and client-service management for an international fiduciary company connected to a Swiss private bank. She is a member of STEP and holds the STEP Advanced Certificate in Family Business Advising.³²

Services

The firm provides administrative support for sole proprietorships and small and medium-sized enterprises. This includes bookkeeping, document handling, correspondence, and office organization.⁴

Its accounts receivable services include invoicing, payment follow-up, and support with collection matters. Accounts payable support covers recording and paying invoices.⁴

Payroll and human resources support includes monthly payslips, social insurance declarations, withholding-tax filings, and annual salary certificates.⁴

Prestige Family Office also offers relocation support for companies, employees, and families moving into or out of the Canton of Neuchâtel.⁴

What the firm offers

• Tax planning
• Administration and bill pay
• Risk and insurance

Client Focus

The firm supports sole proprietorships and small and medium-sized enterprises with administrative services. It also offers relocation support for companies, employees, and families moving into or out of the Canton of Neuchâtel. Its solutions are presented as customizable and adapted to individual client needs.⁴

Approach

Prestige Family Office emphasizes trust, communication, efficiency, neutrality, and confidentiality. It presents its independence and coordination with clients’ existing advisers as part of a flexible service model.¹⁴

FAQs

Related resources

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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.