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HNW Family Office AG

Family office

Erlenbach ZH · 3 people tracked

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Investment thesis

HNW Family Office AG serves demanding high-net-worth clients through an interdisciplinary team focused on managing large, complex wealth with long-term client relationships. Its flat, decisive structure enables flexible and proactive action without bureaucracy. The firm consistently co-invests its own capital alongside clients, aligning its interests with those of its mandates and acting as a responsible long-term partner rather than merely an advisor. Independence, strategic foresight, and an uncompromising focus on sustainable wealth preservation and growth guide its work, emphasizing resilient multi-asset portfolios across all investable asset classes, including specialized niche strategies and selected external managers under institutional quality and risk standards.

Invests inSector AgnosticSwitzerland

Source: firm website, verified Aug 3, 2026.

HQ
Erlenbach ZH, CH
Instruments
Equity

Team · 3 people

from the firm's website
Michael L. Werner· Gründer und Geschäftsführer (Founder & Managing Director)

Managing partner and founder of HNW Family Office AG, holding a doctorate in law from the University of Vienna. He gained extensive banking experience at GiroCredit Bank in Vienna, New York and Zurich (1986-1994), specializing in leveraged buyouts and distressed credit trading, and served as Chief Credit Officer of the Swiss subsidiary before founding HNW.

André Berghoff· Leiter Geschäftsprozesse & Compliance

Head of Business Processes & Compliance at HNW with an MBA from the University of Oxford and over 25 years of experience in corporate finance, private equity and bespoke fund structuring. He joined HNW in a leadership role in 2008 and oversees all regulatory and compliance matters.

Maximilian Mahn· Head of Portfolio Management

Head of Portfolio Management at HNW since 2023, responsible for building resilient multi-asset portfolios, strategic asset allocation, and selection of external managers. He holds a B.A. from DHBW Stuttgart (in cooperation with Deutsche Bank), is a certified Family Officer and a CFA Level III candidate.

Frequently asked questions

What sectors does HNW Family Office AG focus on?
HNW Family Office AG focuses on Sector Agnostic.
Where is HNW Family Office AG located?
HNW Family Office AG is headquartered in Erlenbach ZH, CH.

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