Our Services
Holistic approach. Solutions centered on you.
Wealth Management & Family Office Services in Zürich
Linvo AG is an independent, FINMA-licensed family office and wealth manager in Zürich, serving ultra-high-net-worth individuals and families across Switzerland and internationally. We are not a bank, not a broker, not a fund — so we sit on your side of the table, and recommend only what serves you. From liquid portfolio management to alternative investments and full multi-family office services, every mandate is shaped around your goals, your values, and a minimum of USD 5 million in liquid assets.
Liquid Asset Management
Your portfolio management for lasting performance.
Our discretionary and advisory portfolio management spans equities, fixed income, and multi-asset strategies, shaped around your risk profile and objectives. As an independent Swiss wealth manager, we invest with no commissions and no conflicts — only what serves your long-term, risk-adjusted performance.
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Non-Liquid Asset Management
Your wealth, shaped for growth.
We structure and manage illiquid assets — private equity, private debt, real estate, and direct holdings — for long-term value creation. Every opportunity goes through independent due diligence, building a resilient portfolio that endures across generations.
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Family Office
Your most cherished values. Perfectly orchestrated.
As a multi-family office in Zürich, we coordinate every dimension of your wealth — investment strategy, tax structuring, succession and estate planning, and philanthropy. One trusted partner holding the full picture, so your family's wealth is preserved and passed on with clarity.
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Alternative Investments
Your passions, matched with opportunity.
We open access to private equity, private debt, real estate, and bespoke alternative opportunities aligned with your convictions. Every recommendation is independent and merit-based — never commission-driven — giving you exposure beyond traditional markets with full transparency.
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Corporate Finance & M&A Advisory
Independent advice for high-impact corporate decisions.
For entrepreneurs and family-owned businesses, we provide independent corporate finance and M&A advisory — from valuation and deal structuring to negotiation and execution. Conflict-free guidance, focused entirely on protecting and growing the value you have built.
Learn more →Why Linvo AG
- Truly independent — not a bank, not a broker, not a fund.
- No commissions, no conflicts — we are paid only by you.
- Bespoke and holistic — every mandate built around your goals.
- FINMA-licensed and VQF-supervised — regulated to the highest Swiss standard.
- Discretion and stability — the enduring values of Swiss wealth management.
- A second opinion on your side of the table — clarity, transparency, trust.
Frequently Asked Questions
Linvo AG works with clients holding a minimum of USD 5 million in liquid assets, focusing on ultra-high-net-worth individuals and families.
Yes. Linvo AG is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an independent asset manager under the Financial Institutions Act (FinIA), and is a member of the supervisory organisation VQF.
A single-family office serves one family exclusively, while a multi-family office like Linvo AG serves several families, sharing institutional-grade expertise and infrastructure across them — the same depth of service, delivered more efficiently.
We manage liquid assets (equities, fixed income, multi-asset portfolios), non-liquid assets (private equity, private debt, real estate), alternative investments, and corporate finance advisory.
Speak with Linvo AG
Discover how an independent Swiss family office can serve your family.
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