SFOA - Swiss Single Family Office Association

Today we published our first study highlighting the vital role of Single Family Offices (SFO) for Switzerland's Economy. The study by the University of St. Gallen KMU-HSG | Institut für KMU und Unternehmertum reveals SFOs as key players in managing and succeeding family businesses, driving significant economic growth in Switzerland. With a net asset value of approximately CHF 600 billion, SFOs are an institutional pillar for multi-generational family businesses. Conducted between November and December 2023, the survey marks the first systematic recording of SFO activities and investments in Switzerland. This study is instrumental for our discussion to find ways how to enhance Switzerland’s attractiveness for SFOs. Remarkable: Majority of SFOs are open to licensing for ensuring minimum standards which help promoting our market. Thanks go to Michael Viana Gabriele Schmidt Markus Schmid Lukas Winderl Kurt Moosmann & Felix Xaver Oeschger for their contributions. To download the report please use the link in the comments below. #FamilyOffices #EconomicGrowth #Switzerland #StGallenStudy #SFOA #UBS Comment: To read the report please visit the SFOA website at SFOA - Swiss Single Family Office Association

The first comprehensive study on Swiss single family offices has been published! We would like to thank all guests, faculty members and speakers for their contribution to an exciting and informative event.

Today we published our first study highlighting the vital role of Single Family Offices (SFO) for Switzerland's Economy.   The study by the University of St. Gallen #HSG reveals SFOs as key players in managing and succeeding family businesses, driving significant economic growth in Switzerland. With a net asset value of approximately CHF 600 billion, SFOs are an institutional pillar for multi-generational family businesses.   Conducted between November and December 2023, the survey marks the first systematic recording of SFO activities and investments in Switzerland.   This study is instrumental for our discussion to find ways how to enhance Switzerland’s attractiveness for SFOs.  Remarkable: Majority of SFOs are open to licensing for ensuring minimum standards which shall help to protect and promote our market.    Thanks go to Michael Viana (#michaelviana), Gabriele Schmidt (#gabrieleschmidt), Markus Schmid (#markusschmid), Lukas Winderl (#lukaswinderl), Kurt Moosmann (#kurtmoosmann) & Felix Oeschger (#felixxaveroeschger) for their contributions.    To download the report please use the link in the comments below.   #FamilyOffices #EconomicGrowth #Switzerland #StGallenStudy #SFOA #UBS    Comment: To read the report please visit the SFOA website at  https://lnkd.in/daiAbRWC

SFOA returned to Lausanne for its 2024 Annual Membership Meeting. After a private tour of the remarkable EHL Hospitality Business School campus, we enjoyed a delightful pre-event dinner and listened to Carole A., President of the Board of Trustees of the EHL Foundation and Chairwoman of EHL Group, who gave a captivating speech on how the school maintains its long history, while continuing to extend its excellence well beyond hospitality. During our formal meeting, we welcomed new members to the SFOA-family and used the invaluable sessions to share insights, experiences and knowledge. Above all, we were able to table the first comprehensive survey (jointly by SFOA/HSG/UBS) on the Swiss Single Family Office Landscape, which will be officially presented to the public on June 4, 2024. Thereafter, Stephan Hostettler set-out the guidelines for the new benchmarking survey on C-Level compensation in Swiss Single Family Offices, the results thereof will be displayed at our upcoming Fall event. Besides the workshops on cyber security, IPO as a valid exit strategy for family businesses, and strategic asset allocation, we learned from Wolfgang Zürcher about the personal liabilities of Board Members. Filippo Noseda shared his insights on the newest developments regarding BO Registers and the 6th AML Directive. As our Lausanne meeting took place against the complex backdrop of tense geopolitical and geoeconomic challenges, it was most interesting to hear Elbridge Colby's views on the Sino-U.S. structural rivalry, as well as to learn about his perspectives on the Ukraine war and Middle Eastern crisis. Last, but not least, we welcomed our academic partner Peter Vogel, IMD, to announce the SFOA/IMD family office executive diploma which is planned to commence in 2025, and aims at establishing a new global gold standard in family officer training and certification. As SFOA - Swiss Single Family Office Association continues welcoming new members to the association, it aims at protecting, preserving and promoting the Swiss single family office landscape. SFOA - Swiss Single Family Office Association IMD EHL Felix Xaver Oeschger Kurt Moosmann Livio Gaido IMD Global Family Business Center #familyoffice #familybusiness #legacy #wealth #transferacrossgenerations #heritage #singlefamilyoffice

The official Swiss Single Family Association (#SFOA, #singlefamilyoffices) is proud to announce the completion of the first comprehensive study of the Single Family Office landscape in Switzerland! The findings will be presented in June 2024. Jointly with our partners University of St. Gallen (#HSG) and UBS AG (#UBS) we have obtained a representative overview from more than 70 Swiss SFOs - one third of the 220 Swiss SFOs surveyed. Did you know that ... ... over 70% of the Swiss Single Family Offices own SMEs and thus make a decisive contribution to maintaining the backbone of the Swiss economy? We are very proud to present the full results on June 4, 2024. Stay tuned ! A big thank you to Michael Viana, Gabriele Schmidt, Markus Schmid, Lukas Winderl, Kurt Moosmann & Felix Xaver Oeschger for their great team effort! #familyoffice #wealthmanagement #familyoffices #familybusiness #smeswitzerland #sme

The official Swiss Single Family Association (#SFOA, #singlefamilyoffices) is proud to announce the completion of the first comprehensive study of the Single Family Office landscape in Switzerland! The findings will be presented on the 6th of June 2024. Jointly with our partners University of St. Gallen (#HSG) and UBS AG (#UBS) we have obtained a representative overview from more than 70 Swiss SFOs - one third of the 220 Swiss SFOs surveyed.   Did you know…  ……that SFOs can play a significant role when it comes to successfully transferring family business enterprises to the next generation?   We are very proud to present the full results on June 6, 2024. Stay tuned !   A big thank you to Michael Viana (#michaelviana), Gabriele Schmidt (#gabrieleschmidt), Markus Schmid (#markusschmid), Lukas Winderl (#lukaswinderl), Kurt Moosmann (#kurtmoosmann) & Felix Oeschger (#felixxaveroeschger) for the great collaboration.

The independent Swiss Single Family Office Association (#SFOA) is conducting a survey to assess the economic significance of single family offices for Switzerland as a business location. The survey is done in collaboration with UBS Global Wealth Management and the University of St. Gallen and aims at gathering information around the status quo, success factors as well as risks and opportunities for the industry.  We would like to thank Michael Viana and Gabriele Schmidt from #UBS as well as Prof. Dr. Markus Schmid and Lukas Winderl from #HSG for their tireless efforts in preparing this study with our SFOA Board Members. The results will be presented in a joint report that will be published in Q2/2024. Stay tuned! Kurt Moosmann Felix Xaver Oeschger

The independent Swiss Single Family Office Association (#SFOA) is conducting a survey to assess the economic significance of single family offices for Switzerland as a business location. The survey is done in collaboration with UBS Global Wealth Management and the University of St. Gallen and aims at gathering information around the status quo, success factors as well as risks and opportunities for the industry.  We would like to thank Michael Viana and Gabriele Schmidt from #UBS as well as Prof. Dr. Markus Schmid and Lukas Winderl from #HSG for their tireless efforts in preparing this study with our SFOA Board Members. The results will be presented in a joint report that will be published in Q2/2024. Stay tuned! Kurt Moosmann Felix Xaver Oeschger

Continuing to build the future framework for Swiss Single Family Offices: another inspiring and compelling SFOA conference at The Chedi Andermatt #TheChediAndermatt

The Autumn SFOA Meeting in Andermatt 25./26. October 2023 The Chedi nestled amidst the picturesque surroundings of Andermatt set the stage for the Swiss Family Office Association's (SFOA) meeting on the 25th and 26th of October, 2023. The meeting commenced with a fireside chat with Sami Sawiris, the illustrious founder of Orascom Development. With a blend of subtle wit and profound wisdom, Sawiris painted a vivid picture of his journey, eloquently sharing the founding tales of El Gouna and the interesting narrative behind The Chedi Andermatt. Dr. Kurt Moosmann opened the gathering on the second day, graciously welcoming new members into the SFOA fold, setting the tone for what promised to be an eventful day. The stage was then passed to Felix Xaver Oeschger, unveiling the anticipated SFOA study in partnership with the University of St. Gallen (HSG) and UBS. The study, a bottom-up survey within the Swiss Single Family Office industry, seeks to finally illuminate the often veiled value creation of this niche yet substantial market and its contribution to Switzerland’s economy. The Meeting continued with a Member’s presentation on the systematic analysis of its Impact investment approach, followed by three different workshops ranging from the impact of the current crises in the Middle East to portfolio and consolidation software and the ever-critical topic of cybersecurity for Single Family Offices. The valuable findings and insights from these workshops were later shared with the collective. The innovation carousel kept spinning. Widmann Samuel, a crucial contributor to the success of Google Maps, unfolded the triumphs of mapping the world, painting a vision of AI's growth potential and graciously fielding audience questions. Pascale Bruderer then guided the audience through the concept of the Swiss Stable Coin - the Swisscoin - an intriguing blockchain alternative to Switzerland’s hard currency. The audacity and innovation of such a concept has raised many interests, scrutiny and questions that were discussed at the end of Mrs. Bruderer's session. The day didn’t just buzz with technological innovation but also spoke of the human touch. Dr. Kurt Moosmann captivated the audience with the story of his close collaboration with the famous jewelry designer Elsa Peretti and the development of the Elsa Peretti Group since her passing, followed by its CEO Pascal Weber, who shared a brief outline of the transition process, and by its CIO Dominik Christoph Müller, who shared their distinctive asset management approach. And what better way to conclude such a day of intellectual exhilaration than a dinner at The Chedi, where discussions mingled with the sumptuous delights of the palate. SFOA - Swiss Single Family Office Association #SFOA #AndermattMeeting #InnovationInFinance #AlpineAdventure #FinanceAndScenery #SingleFamilyOffice