Avalon Invest AG
Family officeZug
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Investment thesis
Avalon Invest AG pursues a long-term, generational investment approach combining entrepreneurial responsibility with institutional structures. It invests across three main areas: direct real estate assets, equity participations in companies, and capital market-oriented strategies. The firm emphasizes tangible assets offering security, predictable returns, and sustainable value appreciation. Guiding principles include a generational mindset over short-term returns, investment in real assets with a sustainable perspective, diversification across real estate, equity, and financial assets, and discretion and professionalism in all decisions. The firm reflects Swiss quality standards and aims to build and safeguard substance-driven family wealth grounded in responsibility and sustainability.
Source: firm website, verified Aug 3, 2026.
Frequently asked questions
- What sectors does Avalon Invest AG focus on?
- Avalon Invest AG focuses on PropTech, Sector Agnostic.
- Where is Avalon Invest AG located?
- Avalon Invest AG is headquartered in Zug, CH.
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