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The global family office expertheader

Your Family Office Advisor

FOSS Family Office Advisory (FOSS) supports you with:

  • Advice on the set up of a single-family office, or
  • The search for and selection of a suitable multi-family office.

For years, FOSS has been supporting affluent families from all over the world with their family office-related questions. If you want to establish a single-family office or are considering the use of a multi-family office, FOSS is there to support you, regardless of where you are based.

Every family is unique

Whether you are considering the use of a single- or a multi-family office, there is no simple solution, as every family is unique, with different assets, needs and wishes.

Setting up your own single-family office is a challenging and time-consuming project, which you will normally only execute once in a lifetime. How do you know where to start and how do you ensure a professional outcome?

Selecting a suitable multi-family office is also not something you decide on or do overnight. What type of multi-family office is right for you and how do you determine if they really deliver the services you need?

Whether you select a family office or establish one, your family's wealth and future well-being strongly depends on it functioning properly. The process you go through should be very thorough. Compass

Our advisory services

FOSS is one of very few independent family office experts worldwide and we can advise you wherever you are located. With our unique step-by-step process for setting up a single-family office, we are in an excellent position to support you with establishing your own.

Should you prefer to cooperate with a multi-family office, we can support you objectively in your search, selection and choice of a multi-family office in Switzerland, ensuring that the services provided best suit your needs. If you prefer another location besides Switzerland, we can also help you select a suitable multi-family office in that jurisdiction.

Read more in our services on how we can assist you. Or just read more on this website about the wide range of services a family office can offer you and your family.

STEP Family Office Handbook for Advisers

FOSS is part of the wealth planning department of the family-owned bank Union Bancaire Privée, UBP SA in Zurich. Since its founding, FOSS has regularly won awards for the expertise and independent service it provides.

FOSS is one of the contributors to the 2nd edition of the Family Office Handbook for Advisers, published by the Society of Trust and Estate Practitioners and Globe Law and Business in 2019.

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