LFG Family Office SA
Family officeLugano · 15 people tracked
Investment thesis
LFG Family Office SA operates as a Swiss boutique family office serving prominent entrepreneurial families and a select international clientele. Established in 2012 as the operational arm of LFG Holding SA, it later added asset management services in 2017, spun off into an independent firm in 2020, and secured FINMA asset management licensing in 2021. The firm emphasizes long-lasting client relationships, a multidisciplinary approach, and tailored wealth management solutions combining tradition and innovation. Supervised by FINMA, it stresses transparency, compliance, and regulatory excellence while providing personalized, agile, and forward-looking service.
Source: firm website, verified Aug 2, 2026.
Team · 15 people
from the firm's websiteCFA charterholder with over 27 years in wealth management focused on UHNW clients; former head of investment team and portfolio manager at a leading Swiss private bank. Holds a cum laude Economics degree from Bocconi University.
Over 22 years in wealth management and investment advisory with a fixed income background serving HNWI clients; former head of portfolio management at Kairos Asset Management Lugano and investment advisor at Julius Baer Lugano.
Over 10 years in the financial sector focused on back and middle office operations, with skills in operational risk management, financial reconciliation and reporting. Holds a degree in Business Economics.
10 years in the financial sector across fund and risk management, specializing in risk assessment and control strategies. CAS Fidleg Officer with a US double major in Economics and Business Administration.
CFA charterholder with over 18 years in wealth management, risk analysis and family office operations; former investment specialist and portfolio manager for discretionary mandates. Holds a Master's in Finance.
Over 30 years across legal, language education and administrative back office, bringing documentation expertise and multilingual communication skills.
Accountant experienced in financial accounting, financial statement preparation, tax planning and administrative management, with in-depth knowledge of the Swiss tax system.
Over 15 years in software development, data feed integration and IT systems for wealth management, specializing in process automation and financial data analytics.
Over 25 years in finance, trading and international industrial management, including as GM for industrial groups in China; expert in investment advisory and HNWI client management, having worked at BSI Bank Family Office and Julius Baer.
Over 25 years in the financial sector serving HNWI clients, with experience in accounting, administration, wealth planning and private client management; also heads HR.
Quantitative portfolio manager with six years of experience in quantitative finance and a Master's degree in Quantitative Finance from Bocconi University.
Over 18 years in the financial sector focused on compliance; CAS Fidleg Officer with experience aligning corporate policies with FINMA standards and AML/KYC processes.
Frequently asked questions
- What sectors does LFG Family Office SA focus on?
- LFG Family Office SA focuses on Sector Agnostic.
- Where is LFG Family Office SA located?
- LFG Family Office SA is headquartered in Lugano, CH.
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