Rotvogel SA

Independent Swiss Partner

Rotvogel SA is a Swiss-based firm serving UHNWIs and family offices worldwide with tailored solutions that protect, manage and grow wealth across generations.

Welcome to Rotvogel SA

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 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.

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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 to adapt solutions as circumstances evolve, providing continuity and stability through generations.

our services

What We Do

Rotvogel SA offers a full range of Swiss-based family office and advisory services:

Wealth Review (“Asset Book”)

Independent inventory and valuation of family assets.

Succession Planning

Legally robust structures for passing wealth to the next generation.

Risk Mitigation

Governance and strategies to protect family wealth.

Property, Marine & Aviation Management

Administration of homes, yachts, and jets, including tax and regulatory compliance.

Back Office Services

Trust administration, company formation, accounting, and reporting.

Philanthropy Projects

Governance and reporting for family giving.

Information Security

Secure storage and integrated cybersecurity services.

Invoice Factoring for digital platforms and marketplaces

Enable your B2B users to get paid faster by factoring their invoices at point of invoice creations.

Rotvogel SA

Our Global Presence in Numbers

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Rotvogel SA

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
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