Independent Swiss Partner
ROTVOGEL
Rotvogel is a Swiss B2B Boutique serving UHNWIs and family offices worldwide with tailored solutions that protect, manage and grow assets across generations.
Welcome to Rotvogel
Who We Are
Rotvogel is an independent Swiss firm serving Ultra High-Net-Worth Individuals (UHNWIs), family offices, and institutional clients.
Our approach is personal, independent, and fully focused on client needs. Every solution we offer is tailored, designed to make life simpler and to support wealth across generations.
A Short History of the Rotvogel
Our Story
Rotvogel was created bringing together more than three decades of expertise.
Our team includes over 20 professionals across 14 countries, combining skills in strategic operational areas. Although Rotvogel is a Swiss B2B brand, its foundations are built on a history of over 30 years of experience of its founders serving institutional clients and family offices.
Our Mission
To provide independent Swiss solutions that protect wealth, simplify complex structures, and support families through every stage of their financial journey.
Our Approach
We take time to understand every family's situation, objectives, and concerns before designing a plan. Our role does not end at setup — we remain close to our clients as circumstances evolve.
Our Services
What We Do
Rotvogel offers a full range of Swiss-based family office and advisory services:
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, supporting global requirements in an evolving market context.
Family Governance
Formal structures that define how family members reach decisions around shared assets and projects.
VAT Receivables Purchase (Without Recourse)
Assign your VAT refund claim to unlock liquidity now — without waiting for the tax authorities.
CIB Services
Debt and medium-term financing, trade finance, cash management, risk hedging and M&A advisory.
Property Management
Full management for personal use and investment property with accounts and portfolio reporting.
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.
Asset Monitoring and Benchmarking
Independent monitoring of managers and consolidated reporting for portfolios and mandates.
SHARIA Committee Organization
Independent Sharia committee and governance for Sharia-compliant wealth and investment structures.
ESG Assessment
Independent assessment of portfolios and holdings against environmental, social and governance criteria.
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Our Global Presence in Numbers
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Why Clients Choose Rotvogel
We combine Swiss independence, global reach, and a client-first philosophy to offer solutions that protect, manage, and grow wealth across generations.
Swiss Independence
Tailored Solutions
Global Expertise
Confidentiality & Security
Rotvogel
Let our experience be your guide.