Independent investment advice for ultra‑high‑net‑worth families
We help families think through the big picture of their wealth, from investment strategy to succession. Based in Zug area. Custody always stays with regulated financial institutions.
Request a conversationWhat we do for families
We work with ultra-high-net-worth individuals and families across global public and private markets, alongside their banks, financial institutions and other advisors.
Investment strategy and asset allocation
We start with the big picture: what the wealth is for, how it should be allocated across public and private markets, and how much risk the family is willing to carry.
Portfolio construction and performance reviews
We help build portfolios that fit the strategy and review them regularly, so the family always knows how the assets perform against what was agreed.
Complex situations
When a family’s situation involves several banks, structures or advisors, we work alongside them to bring the pieces together into one coherent picture.
Access to private markets
For clients who want broader exposure, we help them reach select opportunities in private equity, private debt, infrastructure, venture capital, hedge funds, crypto and special situations, typically through established institutions and invitation-only platforms.
International wealth structuring
We advise on international structuring and family office topics, including tax coordination with specialist advisors, succession planning and passing on financial knowledge to the next generation.
Independent by design
We advise. We do not hold your assets.
Custody always stays with regulated financial institutions. That keeps our advice separate from product sales and keeps your assets where they are protected by the regulated framework you already rely on.
We work next to your existing banks and advisors, not in place of them, and we keep the structure simple so you can see at any time what is held where.
Leadership
Personal commitment & senior engagement
Damján D. Csiba, CFA
Founder & Managing Director
Swiss Multi Family Office was founded by Damján D. Csiba, CFA, to provide truly objective, independent advisory services to ultra-high-net-worth individuals and families.
With extensive experience in international wealth management, portfolio construction, asset allocation, and private market transactions, Damján works directly with families to structure and safeguard their capital across generations. Holding the Chartered Financial Analyst (CFA) designation, he upholds the highest standards of analytical rigor and fiduciary duty.
Connect on LinkedInStart with a conversation
If you would like to discuss your family’s situation or a specific question, write to us. The first conversation is confidential and without obligation.
dcs@swissmultifamilyoffice.ch Swiss Multi Family Office GmbHBlegistrasse 9
6340 Baar, Switzerland