T&T International Wealth Management AG

Overview

T&T International Wealth Management AG is a Swiss wealth-management and multi-family-office firm founded in 1999. It serves an international clientele of affluent individuals and families with tailored financial solutions. The firm reports that it is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA).¹

FINMA’s current licensed-institutions list identifies T&T International Wealth Management AG as a licensed portfolio manager in Rotkreuz, supervised by FINcontrol Suisse AG.²

History

The firm was founded in 1999 and reports more than 25 years of experience serving families globally. It also reports more than 50 partnerships with banks and legal experts worldwide and a 95% client-retention rate.¹³

Leadership

- Thomas Bidie, Founder and CEO: Nearly 30 years of global wealth-management and multi-family-office experience.¹ - Sophia Buhofer-Schrafl, Board Advisor and Relationship Manager: 20 years of experience in business processes, management, corporate structures, wealth management, and strategic advisory.¹ - Claudia Vorsteher, Chief Operational Officer: More than 20 years of experience serving high-net-worth individuals and coordinating complex financial and administrative matters.¹

Services

T&T International provides investment planning, risk analysis and management, and access to private-market opportunities in private equity, venture capital, and real estate.⁴

Its multi-family-office services include tax and estate planning, financial reporting, philanthropy, family governance and education, performance measurement, cash-flow and bill-payment support, risk oversight, insurance reviews, concierge services, information technology, and administration.⁵

Estate-planning work covers inheritance planning, asset protection, wealth structuring, asset diversification, the integration of business and personal wealth, and multi-jurisdictional tax planning.⁶

The firm works with clients’ existing legal, tax, and professional advisors and coordinates external specialists. It states that it does not provide legal, tax, or accounting advice directly.⁶

What the firm offers

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

Client Focus

The firm serves affluent individuals and families internationally, including families requiring coordinated wealth-management, estate-planning, reporting, governance, and administrative support.¹⁵

T&T International positions itself as a bridge between Europe and Latin America, supported by Spanish-speaking staff, local contacts, and cross-border wealth expertise.¹

Approach

T&T International describes its model as independent and based on open architecture. Its approach includes investment advisory, account consolidation, ongoing monitoring, wealth planning and structuring, family learning, and access to private markets and investment funds.¹

FAQs

Related resources

• LocationMultifamily offices in Switzerland

  This Switzerland-focused overview helps readers compare the local market before speaking with a firm serving international families. It provides context for considering Swiss investment management, financial planning, tax and estate coordination, family governance, and administration services within a cross-border wealth structure.

• Network siteOffshoreTrusts.com

  These guides explain how international and offshore trusts may fit into asset ownership, succession, tax planning, and family governance discussions. Readers considering T&T International Wealth Management AG can use them to prepare questions about cross-border structures, trustees, beneficiaries, reporting duties, and the role of professional administration.

• Network siteFamilyOfficeDatabases.com

  These databases help a family or business owner research other family offices, investors, and potential professional contacts by geography or focus. They can support background research when comparing providers for investment access, private and alternative investments, philanthropy planning, or administrative support for internationally held assets.

• GuideMultifamily office fees

  This fee guide gives readers a starting point for discussing how family-office costs may be structured and what services may affect them. It helps frame questions about charges for investment management, planning, bill pay, insurance coordination, reporting, and cross-border support before requesting detailed proposals.

• Similar firmsSafira Wealth Management
  Helvetia Investment Advisors SA
  Altrana Advisory AG

  Profiles of Safira Wealth Management, Helvetia Investment Advisors SA, and Altrana Advisory AG offer additional points of comparison on this site. Reviewing these firms alongside T&T International Wealth Management AG can help readers identify differences in service scope, Swiss or international focus, investment access, and family-office support needs.

Sources

1. T&T International Wealth Management AG, About Us
2. FINMA, Licensed portfolio managers and trustees
3. T&T International Wealth Management AG, Estate Planning
4. T&T International Wealth Management AG, Wealth Management
5. T&T International Wealth Management AG, Multi-Family Office
6. T&T International Wealth Management AG, Estate Planning

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.