ATAG Family Office AG
Family officeBasel · 7 people tracked
Investment thesis
ATAG Family Office AG is an independent Swiss multi family office, spun out of ATAG PCS AG whose roots date to 1917. It operates under an 'Assets under Advisory' philosophy rather than 'Assets under Management', staying independent of banks and brokers. Serving companies, families and wealthy individuals or couples, it provides a holistic, neutral, solution-oriented approach that is not compliance-driven. Services span national and international family and inheritance law, family governance, generational and pension planning, tax rulings, investment portfolios, consolidated reporting, and lifestyle management covering schools, philanthropy, art, real estate, ships and aircraft, drawing on an international expert network.
Source: firm website, verified Aug 3, 2026.
Team · 7 people
from the firm's website
Frequently asked questions
- What sectors does ATAG Family Office AG focus on?
- ATAG Family Office AG focuses on Sector Agnostic.
- Where is ATAG Family Office AG located?
- ATAG Family Office AG is headquartered in Basel, CH.
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