Setup
Family office setup
Design and stand up the single or multi-family office structure and its operating entities.
Family office setupFamily Office
in Switzerland.
A family office needs an operating spine as much as an investment view. The entities, the substance, the reporting, the succession plan and the tax position all have to hold together across generations and jurisdictions. We provide the corporate and fiduciary base a Swiss single or multi-family office runs on.
At a glance
The corporate, fiduciary and tax backbone of a family office, on one desk.
Independent since 2007 · IFLR1000-ranked · offices in Zurich and Zug · one partner per file.
- Setup
- Single or multi-family office
- Spine
- Entities, substance, reporting
- Succession
- Multi-generation planning
- Vehicles
- Foundations, trusts, holdings
The challenge
What this sector has to get right in Switzerland
A family office is a business that happens to serve one family, and like any business it needs a structure that works. That means the right holding and investment entities, real substance behind them, books and reporting the family can rely on, and governance that survives a generational handover. Whether the office is run by the family or shared across several, the corporate plumbing is what keeps it compliant and auditable while the principals focus on assets and strategy.
The structuring questions are rarely one-off. Wealth is held through foundations, trusts and holding companies; income and gains cross borders; and succession has to be planned long before it is needed, around Swiss forced-heirship rules and the laws of the family's other jurisdictions. Each of these touches tax, and the tax position has to be coherent across the whole structure rather than optimised entity by entity.
We act as the corporate and fiduciary engine room, incorporating and administering the entities, providing substance and directors, keeping the reporting current, and aligning tax and succession, so a family office has a single, accountable provider for the parts that have to be right and quiet.
What this desk handles
The services this sector uses most
Each links to the service page itself. Most mandates here combine several; one partner co-ordinates them.
Wealth
Wealth structuring
Arrange holdings and vehicles so the family's assets sit behind a coherent structure.
Wealth structuringOngoing
Entity management
Keep registers, filings and board records current across every entity the office runs.
Entity managementTax
Tax advisory
Keep the tax position coherent across the structure and across the family's jurisdictions.
Tax advisorySuccession
Succession & estate planning
Plan the generational handover around Swiss and foreign succession rules.
Succession & estate planningVehicle
Swiss foundation
Use a Swiss foundation for family governance, philanthropy or succession.
Swiss foundation
Talk to the desk
Speak to a partner who knows the sector
No intake form to a junior, no call centre. The partner who reads your enquiry is the one who has run this structure before, and the one who will own your file. Outline your situation and you will have a considered reply, with the likely route and the next step, within one business day.
Why Goldblum and Partners
Swiss depth, one accountable partner
The family office work that has to be right is rarely the work that gets noticed — until it fails. We run the entities, substance, reporting, tax and succession on one desk, have been independent since 2007, and have been ranked by IFLR1000 every year from 2015 to 2026. One partner is accountable for the whole spine.
Building or restructuring a family office?
Tell us how the family is organised and what the office needs to do. A partner will map the entities, substance and reporting it takes — and reply within one business day.