This special and unique excel database offers a detailled view into the most important Swiss single family offices ("SFO") in SWITZERLAND and LIECHTENSTEIN.   Last update: 20.06.2024.
 
Our easy-to-use EXCEL list is very detailed:
 
in about 35-40 columns you get the following relevant informations if available:
 
Contact details of the SFO and the Family/ies behind (so far as available):
Name of SFO
Category: SFO,
Second category, for example: Holding, PE/VC focus, Real Estate Focus or MFO)
Details about the Family behind (Name, Source of Wealth)
Gros assets of the family (Estimates: "BILANZ", "Forbes", own estimates),
Central E-Mail    (92 of 133 SFOs),
Central telephone number   (122 of 133),
URL ...of the SFO firm    (108 of 133),
Important contacts (Family, Management)  (133 of 133 SFOs),
2 Executives Contacts (Name, Position, Linkedin Profile (167 of 227 entries)),
Team Link,
Main business adress of the SFO  (132 of 133 SFOs),
Further locations.
Foundation,
Notices
Forbes Profiles of Billionaires;
Wikipedia to Family and main family business,
Extract of Pitchbook profile,
Further informations 
Investment Focus of the SFO:
PE/VC/Direct Investment Focus (Yes/No) with examples or links to portfilio site,
Real Estate Focus (Yes/No with examples, 
Capital Markets,
Other Focus (renewables, impact investment,...),
Art, Car collections,
Yachts. Aeroplanes,
Philantrophy.
Last not least:
Date of file creation,
Last update.
 
For about 130 companies, about 35 columns have to be filled in, i.e. theoretically about 4.500 data points. Some of these are not filled in due to data not (yet) available. We filled in with an "n/a" or left blank.
 
From 133 SFOs are located
38  in Zurich,
29 in Zug,
20 in Geneva,
7 in Basel,
5 in St. Gallen.
3 in Lucerne.
 
You will receive at least 3-4 updates free of charge in the following year of your purchase. In these, new companies are added and the previous entries are checked and corrected or completed if necessary.
 
YOU ARE STILL UNSURE ?

Then please ask our Smartlists.Online team by e-mail ( contact (at) smartlists.online ) and ask for an extract with several profiles from the original list. You are also welcome to request our free sample list here under "Products".This way you can best judge the high quality of our Excel databases. You will not get so many columns with information for your customer acquisition anywhere else for this excellent price !
 
FOR BUYERS:  Wait after ordering until we confirm your order and sent you the list via E-Mail !!!!
 
Please visit also our lists with "Single Family Offices" from Germany, Austria, UK, Benelux and Scandinavia, France and Italy. And our Multi Family Offices Lists for many countries.