The Family Office AG

Overview

TFO The Family Office AG describes itself as an independent specialist for comprehensive wealth matters. The firm supports clients across generations and helps bring structure and focus to family and personal financial matters.¹

History

The Family Office AG was founded in 2009 as an independent family-office enterprise.²

Leadership

Michelle Alexandra Luedi serves as chair of the management board. Her biography states that she has more than 23 years of experience in the financial industry. Hans Ulrich Kobel is board chairman, and Wolfang Jendly is a board member.³

Services

TFO lists investment advice, wealth management, occupational pensions, financial planning, fiduciary and tax matters, and sustainability and ESG among its services.¹

Its pension guidance includes pillar 3a savings, 1e solutions, and vested benefits. The firm says it creates customized plans intended to combine retirement preparation with tax efficiency.⁴

TFO provides financial planning from needs assessment through implementation and says it accompanies clients through all stages of life.⁴

For fiduciary, tax, and real-estate questions, the firm says it works with specialized experts to identify suitable solutions.⁴

What the firm offers

• Financial planning
• Tax planning
• Trust and fiduciary
• Private and alternative investments
• Retirement planning

Client focus

TFO supports clients and families across generations, with services covering personal wealth, retirement preparation, financial planning, and related fiduciary and tax needs.¹

Approach

The firm describes its work as independent and comprehensive, helping clients address complex wealth matters with clear planning and coordinated support. Its ESG process uses external data sources and can implement individual client sustainability requirements through direct investments.¹⁴

Regulatory status

FINMA’s licensed portfolio-manager list identifies TFO The Family Office AG as a licensed portfolio manager supervised by OSFIN.⁵

FAQs

Related resources

• LocationMultifamily offices in Zurich

  The Zurich directory helps families and business owners compare local providers offering planning, tax, fiduciary, investment, and retirement support. It gives regional context for assessing whether a Swiss family office specialist fits multigenerational wealth needs.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a broader view of firms involved in corporate venture capital and related investment activity. Business owners can use it to distinguish strategic corporate investing from the private and alternative investment support they may seek from a family office.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices, single family offices, and virtual family offices differ in structure, cost, privacy, and service scope. It can help a family decide which model suits its planning, tax, fiduciary, investment, and retirement requirements.

• DataMFOs by decade founded

  The founding decade directory adds historical context when reviewing multifamily offices. Readers can compare firms by how long their operating models have been established while considering the needs of families managing wealth, pensions, property, and succession across generations.

• Similar firmsHELMS Family Office SA
  Terreus Capital AG
  Amicum Capital AG

  Profiles of HELMS Family Office SA, Terreus Capital AG, and Amicum Capital AG provide nearby points of comparison on this site. Reviewing their stated services and client focus can help families and business owners frame questions about tax, fiduciary work, investments, retirement, and real estate.

Sources

1. TFO The Family Office AG
2. Swiss Family Business Association profile
3. TFO people and leadership
4. TFO expertise
5. FINMA licensed portfolio managers list

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.