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Family Office & Wealth Management

Perspective for what your family builds across generations.

ALPS Family Office AG shares informational resources on family governance, wealth structuring and long-term stewardship for private families. Everything on this site is provided for informational purposes only.

What We Cover

Four pillars of family office thinking

A family office brings together the disciplines a private family needs to preserve capital, clarity and cohesion across generations.

Wealth Oversight

Consolidated reporting concepts and frameworks for viewing assets across custodians, currencies and asset classes.

Structuring

Background on holding structures, foundations and trusts commonly used in cross-border family wealth planning.

Family Governance

Frameworks for family constitutions, next-generation education and decision-making bodies.

Succession

General information on succession planning considerations for family-owned enterprises and private capital.

Advisors reviewing documents at a wooden table
Why ALPS

An informational resource, not a sales pitch

ALPS Family Office AG publishes plain-language articles and reference material on the mechanics of family offices — how they are structured, staffed and governed. We do not sell financial products, manage assets, or offer paid advisory services through this website.

Every visitor is encouraged to consult independent, licensed professionals in their own jurisdiction before making any financial or legal decision.

Learn About Our Purpose
2011Year our reference materials project began
3Core subject areas covered
0Paid services offered on this site
“A family office is less a product than a discipline — the ongoing practice of aligning capital with a family's values across time.” — Editorial note, ALPS Family Office AG
Informational purposes only. Content on alpsfamilyoffice.org is general in nature, does not constitute financial, legal or tax advice, and is not an offer or solicitation to buy or sell any financial instrument. ALPS Family Office AG does not provide paid services through this website. See our Terms of Service for details.