Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

Family Office

Reducing complexity in business and private matters.


Many successful individuals struggle to align their complex professional lives with the current and future needs of their families, often across macro-economic cycles, continents, and jurisdictions.

Traditional family office offerings focus on simply managing the financial aspects.

By immediately outsourcing the rest to third parties, however, they only add another layer of service providers to worry about.


Since 1978, we have carefully built and fine-tuned our in-house capabilities to expertly handle most of the challenges our clients face.

They have enjoyed truly integrated solutions that are tailored to the individual needs of each client family, coordinated by a single, highly dedicated point of contact.

In-house capabilities

  • Investment advisory & solutions*
  • Real estate consulting & management
  • Tax & insurance optimization
  • Swiss residences & work permits 
  • Relocation services
  • Estate planning & wealth transfer
  • Commercial & banking transaction management incl. letters of credit
  • Company and trust (re-)structuring,
    mergers & acquisitions
  • Company management services & regulatory compliance
  • Controlling of banking services & consolidation
  • Backoffice and admin services
*With Tramondo Investment Partners AG, Dr. J. Bollag & Cie. AG has its own investment arm which is licensed by the Swiss Financial Market Supervisory Authority (FINMA).

How can we be of assistance?

Why not contact us today to find out how we can safeguard wealth over generations, and reduce your complexity in business and private matters.

Your Family Office Contacts

Marco Hochuli
Marco Hochuli
Department Head Family Office
Banker, Advanced Federal Diploma of Higher Education
Inez Hochreutener
Inez Hochreutener
Senior Relationship Manager
Yolanda Zemp
Yolanda Zemp
Senior Relationship Manager
Galia Fischer
Galia Fischer
Relationship Manager
Tetyana Miller
MLaw, Dr. phil. Tetyana Miller
Legal Counsel


Dr. J. Bollag & Cie. AG is a group with more than 40 years of experience in advising families and entrepreneurs at home and abroad. In addition to specialising in holistic family office mandates, the Group provides complex services across the business areas of tax & law, corporate services and finance.


Dr. J. Bollag & Cie. AG
Unter Altstadt 10
CH-6302 Zug

T +41 41 729 08 08
F +41 41 729 08 09


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