Company Information

Get to know Famiglia Wealth

Famiglia Wealth AG is an independent multi-family office based in Zurich, Switzerland, founded in 2022. The firm specializes in providing comprehensive wealth management solutions to an international clientele of high and ultra-high-net-worth families, entrepreneurs, and individuals. Its core mission is to offer bespoke, transparent, and conflict-free services to preserve and grow capital across generations. Key services include holistic asset management, consolidated reporting, access to private market investments, family governance, and succession/estate planning.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Famiglia Wealth

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.