Rotvogel SA is a Swiss-based firm serving UHNWIs and family offices worldwide with tailored solutions that protect, manage and grow wealth across generations.
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.
Rotvogel SA 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 brand B2B and its foundations are built on a history of over 30 years of experience of its founders serving Institutional Clients and family offices.
To provide independent Swiss solutions that protect wealth, simplify complex structures, and support families through every stage of their financial journey.
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 to adapt solutions as circumstances evolve, providing continuity and stability through generations.
Rotvogel SA offers a full range of Swiss-based family office and advisory services:
Independent inventory and valuation of family assets.
Legally robust structures for passing wealth to the next generation.
Governance and strategies to protect family wealth.
Administration of homes, yachts, and jets, including tax and regulatory compliance.
Trust administration, company formation, accounting, and reporting.
Governance and reporting for family giving.
Secure storage and integrated cybersecurity services.
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We combine Swiss independence, global reach, and a client-first philosophy to offer solutions that protect, manage, and grow wealth across generations.