Property Management
Full management for personal use and investment property with accounts and portfolio reporting.
SWISS B2B BOUTIQUE
Rotvogel is specialised in conducting market studies and research for Institutional Investors and Family Offices.
Global Reach with Swiss Excellence
In the Heart of Switzerland, Connected Worldwide
Based in Zug, Rotvogel combines the stability and discretion of Switzerland with a network of partners in 14 countries.
A trusted partner network across Europe, the Americas, Middle East and Asia.
Integrated Bespoke Solutions
Open Architecture
Choose the best partner for your strategy:
Maximum flexibility in selecting partners from our extensive and growing network that fit your strategy's requirements.
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Back Office Services
Trust administration company formation accounting and reporting delivered with scalable staffing.
Succession
Family governance succession structures and coordination with legal and tax advisers.
Invoice Factoring
Enable your B2B users to get paid faster by factoring their invoices at point of invoice creations
Marine and Aviation
Structuring administration and VAT management for yachts and private jets.
Risk Mitigation
Legal and governance measures to protect family capital and reduce operational exposure.
Carbon Credits
Operates with the largest carbon trading desks on the planet, with the ability to support customers with global requirements in an evolving market context.
Family Governance
Formal family governance structures lay out how family members reach decisions around shared assets and projects, whether this is privately held wealth or a family business.
VAT Receivables Purchase (Without Recourse)
Assign your VAT refund claim to unlock liquidity now — without waiting for the tax authorities.
CIB Services
Specialized financial solutions for large corporates: debt and medium-term financing, global trade finance, cash management, risk hedging and M&A advisory.
SHARIA Committee Organization
Independent Sharia committee and governance for clients seeking Sharia-compliant wealth and investment structures.
ESG Assessment
Independent assessment of portfolios and holdings against environmental, social and governance criteria.
Unforgettable Experience
One of the World's Most Trusted Wealth Destinations
Switzerland offers unrivaled stability, discretion, and AAA-rated security. At Rotvogel, we extend this foundation with global expertise, ensuring your wealth is safeguarded and positioned for growth.
ESG Knowledge
ESG strategies aligned with sustainability and global trends.
Charity
Structuring family giving projects with transparency and impact.
Risk Mitigation
Scalable structures to reduce financial and governance risks.
Contact Rotvogel SA
Let's Start the Conversation
Whether you need our support, our team in Zug is at your disposal.
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Let our experience be your guide.
What Sets Rotvogel Apart
All the Essentials for a Long-Term Partner
With over 30 years of combined expertise, Rotvogel delivers independent, transparent and client-first services.
Independent, conflict-free advisory.
We act only in your best interest, free from bank ties or hidden incentives.
Proven Experience
Decades of guiding UHNWIs and family offices through complex wealth needs.
Swiss Confidentiality
We safeguard data and assets with the highest Swiss security standards.
Integrated Solutions
Comprehensive services covering finance, art, property, and aviation.
Global Reach
Access to a trusted partner network spanning 14 countries worldwide.
Tailored Approach
Every plan is custom-built, reflecting your family's story and goals.