Welcome to Bernina Private Wealth AG, a prestigious multi-family office that guarantees the success of your investments.

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Bernina Private Wealth AG

A distinguished multi-family office and wealth management firm based in Zürich, Switzerland.

Top rated by 100+ clients

★★★★★

Bernina Private Wealth AG

The company's primary purpose is fiduciary asset management, as well as investment advice and advice on wealth matters, and the provision of all related services, particularly Family Office services.

GUIDING YOUR INVESTMENTS INTO THE NEXT DECADE

ASSET MANAGEMENT FOR INDIVIDUALS, FAMILIES, COMPANIES AND INSTITUTIONS

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"As a simple buy-and-hold strategy may lead to losses in inflation-adjusted terms due to high volatility and long periods of unseen yield levels. Founded by investment professionals, Bernina Private Wealth AG aims to address this challenge. By investing our assets alongside our clients, we align interests — a crucial factor for success. Our company offers modern and innovative wealth management in a rapidly changing environment where traditional approaches are expected to underperform.

Our key question is:
"How do we invest our own money in such an environment and scale this approach for our clients, offering them the opportunity to invest exactly as we manage our own assets?"

The answer is prepared for you!

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Our family's commitment : personalized service & privacy

Our family office has provided confidential and expert wealth management services to structure and manage its own wealth and that of other entrepreneurial families like our own.

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Our services

"We now offer a rather unique combination of advanced asset protection strategies and innovative wealth management solutions, tailored to safeguard your financial future while optimizing growth opportunities. By leveraging our expertise in both traditional and modern financial approaches, we provide a comprehensive service that addresses all aspects of wealth preservation, investment management, and risk mitigation."

Trust & companies

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Trusts, companies & other tax efficient, confidential structures

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Asset Protection

Asset protection, choice of optimal tax residency and cyber security as key objectives – at all levels of family and corporate activity

Services in Switzerland to institutions, fund groups, wealth sector managers and intermediaries

Swiss services for wealth intermediaries

Our focus :
Protection of family & business assets
Corporate wealth planning & management
International trust & company structures

Protection of Family & Business Assets: Tailored strategies to safeguard both personal and corporate wealth, ensuring long-term security against potential risks, liabilities, and unforeseen events.
Corporate Wealth Planning & Management: Expert guidance in structuring and managing your business wealth, optimizing both growth and tax efficiency, while aligning your corporate and personal financial goals.
International Trust & Company Structures: Leveraging global legal frameworks to establish secure, tax-efficient structures that provide privacy, asset protection, and flexibility for your wealth management needs."

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Our Trusted Partners

At Bernina Private Wealth AG, we have built strong partnerships with businesses, investors, and institutions that share our vision for innovation and growth.