Entrusted is an independent Swiss boutique family office serving a select group of families and entrepreneurs on a long-term, relationship-driven basis.
 
We provide strategic oversight of wealth across generations, combining private banking experience with disciplined advisory and strong governance principles. 
 
Our work focuses on independent advice, coordination, and oversight across banking relationships, capital markets exposure, and selected private market opportunities.
 
Our team brings complementary expertise across both public and private markets, supported by internal quantitative capabilities in asset allocation, risk assessment, and derivatives strategies.
 
Private markets form an important part of our advisory activity. We support families in assessing and accessing selected co-investment opportunities and specialist managers. 
 
Where appropriate, we work alongside trusted legal, tax, and corporate finance professionals to assist with estate structuring, succession planning, and strategic transactions.
 
Core areas
• Banking advisory and consolidated reporting.
• Asset allocation, risk management, and capital markets strategies.
• Investment advisory across public and private markets.
• Wealth structuring and governance.
• Selected private market advisory and co-investment evaluation.

Entrusted

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