Swiss Alpha Management

SAM Family Offices is committed to your family’s long-term interests.

SAM Family Offices is committed to your family’s long-term interests.

Successful businesses operate with detailed succession plans, governance structures, complete financial statements and active leadership to strategically manage the company day to day, year after year. This same principle, with perhaps leaner and more efficient processes and platforms applies to Family Offices.

Our experience

We are trusted advisors and managers to leading global families for almost 2 decades.

Our success

We serve the world's premier Family Offices since 1999. Our value proposition is based on deep long term relationships.

Three Pillars of the Family Office Value Proposition

Wealth Ownership & Purpose

Wealth Ownership & Purpose

  • Who are we as a family?
  • What is our overall strategy and mission?
  • What are our core principles and values?
  • How do we make decisions and what roles do different family members play?
  • What are our plans for succession and preparation of the next generation?
  • What do we own and how do we own it?

Wealth Resources & Structures

  • How are we progressing towards our objectives?
  • How are our investments performing?
  • Is our overall net-worth increasing? Or decreasing?
  • Do we have the right investments?
  • Is our asset allocation current and does it meet our risk vs rewards objective?
  • How much are we paying – all in – for our wealth management services?
  • Is everything we are doing aligning with our objectives and our plan?
  • Do we have the right risk management tools in place?
Wealth Resources & Structures
Wealth Management

Wealth Management

  • Who are we as a family?
  • What is our overall strategy and mission?
  • What are our core principles and values?
  • How do we make decisions and what roles do different family members play?
  • What are our plans for succession and preparation of the next generation?
  • What do we own and how do we own it?

Contact us to discuss your financial plans and requirements.