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

Who we are

Experts in Family office, Legal, and finance Matters. Since 1978.

40+ years of impeccable service

Dr. J. Bollag & Cie. AG has provided global services in the area of commercial law and related disciplines for more than 40 years.

Our aim is to offer clients an extensive range of services, either from our own resources, or through specialized partners. After all, global solutions are more effective and cost-efficient. Particularly when it comes to complex issues, clients benefit from having only a single point of contact within our organization. The team at Dr. J. Bollag & Cie. AG prides itself on being able to coordinate assignments across several areas.

We have wide-ranging experience in virtually all areas of business and are versed both in the Swiss and international business worlds.

Dr. J. Bollag & Cie. AG sets takes great care to provide personalized, individual consultancy services backed by our devoted team. Most of our employees have not only many years of professional experience under their belt but also have been working for years, and some for decades, for our firm.

Company milestones

1978
Dr. iur. Josef Bollag establishes the international law and family office Dr. Bollag
1978
1979
Accounting services are being introduced
1979
1982
Asset management and finance services are being introduced
1982
1999
Dr. Josef Bollag is at the forefront of the invention and implementation of the Anti-Money-Laundring Act and the self regulatory system. He was a pivotal part to the creation of the first self regulatory organisation (SRO) in Switzerland
1999
2003
Dr. Josef Bollag is being appointed as honorary counsel of the Ukraine for Switzerland
2003
2011
Dr. Jacob Bollag is joining the office and the single partnership is turned into a collective partnership and renamed to Dr. J. Bollag & Cie.
2011
2014
The asset management business of Dr. J. Bollag & Cie. is being segregated into Tramondo AG, which will later become Tramondo Investment Partners AG, an asset manager licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes
2014
2020
Urs Klingelfuss joins as partner of Dr. J. Bollag & Cie. AG
2020
2020
Partnership is converted into Dr. J. Bollag & Cie. AG, a Limited Liability Company
2020
2021
Dr. J. Bollag & Cie. AG further implements its new legal structure by introducing an executive management and adding Reto Oldani to the Board of the Directors
2021

Executive Management

Marco Hochuli
Marco Hochuli
Department Head Family Office
Banker, Advanced Federal Diploma of Higher Education
marco.hochuli@bollag.ch
Zlatko Janev
RA MLaw Zlatko Janev
Department Head Legal
Legal Counsel
zlatko.janev@bollag.ch
Michael Risi
Michael Risi
Department Head Operations
Fiduciary w. Federal Certificate of Competence / Certified Business Mgr. HF
michael.risi@bollag.ch

Board of Directors

Josef Bollag
Dr. iur. Dr. h.c. Josef Bollag
President of the Board, Company Founder
Legal Counsel
josef.bollag@bollag.ch
Jacob Bollag
RA Dr. iur. Jacob Bollag
Executive Member of the Board
Legal Counsel
jacob.bollag@bollag.ch
Urs Klingelfuss
Lic. iur. Urs Klingelfuss
Executive Member of the Board
Legal Counsel
urs.klingelfuss@bollag.ch
Reto Oldani
Reto Oldani
Member of the Board of Directors
Specialist Finance / Accounting (eidg. FA)
reto.oldani@bollag.ch

How can we be of assistance?

Why not contact us today to learn how we can reduce complexity in your professional and private life.

Corporate memberships

It is essential to comply with all the applicable financial standards and rules. This is why we maintain memberships in a nummber of self-regulatory organisations, trade, service, and fiduciary associations.

Dr. J. Bollag & Cie.  AG is a member of the following organisations:

  • ARIF Self-Regulatory Organization (Swiss-French Association of Financial Intermediaries)
  • HDV Zuger Handels- und Dienstleistungsverband (TSA Zug Trade and Service Association)
  • ZTV Zuger Treuhändervereinigung (TFA Trustees and Fiduciaries Association, Zug)
  • STEP, a global professional body of practitioners that help families plan for their futures

ARIF is a self-regulatory organisation for the supervision of financial intermediaries. This organisation is approved by the Swiss Financial Market Supervisory Authority (FINMA), according to Art. 2, para. 3, of the Swiss Federal Act, to Combat Money Laundering and Terrorist Financing in the Financial Sector (MLA). 

FINMA also recognises ARIF as a professional organisation which ensures that independent asset managers comply with the codes of conduct as outlined by the Federal Act on Collective Investment Schemes (CISA).

About

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.

Contact

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

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