Top Family Offices in Basel 2026

Key Facts About Basel's Family Office Market

• At least six family offices operate in Basel, including ATAG Family Office ($8 billion in assets under advisory), Falcon Group, Infinitas Capital, Univest Family Office, Moor Bachmann, and Proseba.
• ATAG Family Office is the largest Basel-based firm, managing roughly $8 billion under an independent advisory model with roots tracing to 1917.
• Basel's offices span the full range of structures: single family offices (SFOs) such as Proseba and Infinitas Capital, multi-family offices (MFOs) like ATAG and Falcon Group, and boutique advisory firms including Moor Bachmann.
• Newer entrants like Infinitas Capital bring venture capital and biotech focus to the region. This reflects Basel's life sciences wealth ecosystem, driven by Roche and Novartis.
• The broader Swiss market is growing. Top offices in the region manage tens of billions in combined assets under management (AUM) and serve cross-border clients from France and Germany through the tri-border corridor.
• Basel offices collectively cover wealth management, direct investments, private equity, estate planning, family oversight, and lifestyle services for ultra-high-net-worth (UHNW) families.

Basel's Wealth Management Landscape

Basel occupies a distinct position in Switzerland's private wealth market. While Zurich hosts roughly five major offices and Geneva anchors the country's largest MFO platforms, Basel combines pharma-generated wealth with a compact, high-quality advisory cluster. The city's role as global headquarters for Roche and Novartis has created a concentration of wealthy families whose fortunes originate in life sciences, chemicals, and industrial holdings.

The tri-border location, where Switzerland meets France and Germany, shapes how advisory services are structured. Families in this corridor often hold assets, businesses, and residences in multiple jurisdictions. That cross-border complexity drives demand for offices with international legal and tax capabilities. Both ATAG Family Office and Moor Bachmann emphasize this strength.

Basel's market blends deep history with next-generation ambition. Univest Family Office has operated since 1957, and ATAG's predecessor entity dates to 1917. In contrast, Infinitas Capital represents a newer model focused on venture capital, biotech capital deployment, and global community building. This mix of established MFOs, dedicated SFOs like Proseba, and emerging platforms gives Basel families a range of options without looking to Zurich or Geneva.

Family Office Comparison at a Glance

The table below compares Basel's six resident offices alongside two prominent Swiss offices that serve families in the broader region.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	HQ
ATAG Family Office	MFO	$8B	Wealth management, law, tax, lifestyle	Full service (oversight, legal, tax, lifestyle)	Basel
Falcon Group	MFO	Not disclosed	PE, advisory, capital preservation	Investment management, succession planning	Basel
Univest Family Office	MFO	Not disclosed	Tailor-made asset management, real estate	Wealth management, portfolio management	Basel
Moor Bachmann	Advisory/MFO	Not disclosed	Wealth preservation and accumulation	Investment advice, bespoke services	Basel
Proseba	SFO	Not disclosed	Direct investments, alternatives, public/private markets	Asset allocation, risk management, legacy planning	Basel
Infinitas Capital	SFO/Next-Gen	Not disclosed	VC, biotech, fintech, real estate	Venture capital, PE, portfolio consulting	Basel
Jacobs Holding	SFO	$5B	Entrepreneurial PE, majority stakes	Long-term value creation	Zurich
HFI Global	SFO	$3B	Direct investments, real estate, PE/VC	Diversified direct and indirect investing	Luzern

ATAG dominates on disclosed AUM. Most Basel offices do not publicly share asset figures, consistent with the Swiss tradition of discretion. Firms like Falcon Group and Proseba compete on service depth and capital deployment expertise rather than headline numbers.

Top Picks by Strategy

• Largest AUM in Basel: ATAG Family Office manages $8 billion under an advisory model, making it the city's dominant wealth platform with the broadest service range.
• Leading Next-Gen Platform: Infinitas Capital bridges venture capital, biotech (through Korify Capital), and real estate (through GreySky Properties) in a single family office structure.
• Best for Full-Service Oversight: ATAG Family Office combines wealth management, international law, tax rulings, and lifestyle management (including art, property, and aircraft) under one roof.
• Top Private Equity Access: Falcon Group centers its MFO model on PE allocation and long-term capital preservation for families seeking institutional-grade deal flow.
• Longest Independent Track Record: Univest Family Office has operated from Basel since 1957, offering continuity rare among independent advisory firms.
• Multi-Generational Wealth Specialist: Proseba structures its SFO around legacy planning, blending direct allocations with alternative strategies in public and private markets.
• Broadest Client Base: Moor Bachmann serves high-net-worth individuals, families, and foundations with over 30 years of independent advisory experience.

Detailed Office Profiles

ATAG Family Office

Basel's largest multi-family office manages roughly $8 billion under an "assets under advisory" model, a deliberate choice that keeps advice independent from product sales. ATAG covers four service pillars: corporate and family governance, international law and taxes, wealth management, and lifestyle management. The lifestyle arm handles everything from school selection to aircraft and boat oversight.

What separates ATAG from competitors is its integrated legal and tax capability. Dr. Igor Rusek chairs the office and oversees international mandates combining inheritance planning, marriage contracts, and cross-border tax rulings. UHNW families with complex multi-jurisdictional structures find this single-source model especially efficient. The firm's roots reach back to 1917, when the predecessor entity helped shape Swiss auditing and consulting standards.

Falcon Group

Falcon Group builds its MFO platform around private equity allocation and long-term wealth preservation. The firm provides investment management, advisory, and succession planning to families seeking a strategic partner rather than a transactional advisor.

Its focus on navigating complex financial landscapes sets Falcon apart from pure asset managers. Families who want dedicated PE exposure alongside tailored succession planning can work with Falcon without splitting oversight between multiple providers. Basel headquarters gives it proximity to the pharma wealth corridor, positioning the firm well for families whose fortunes originated in the region's industrial base.

Infinitas Capital

Robin Lauber co-founded this next-generation private wealth office to invest in ventures that reshape industries. Infinitas operates at the intersection of venture capital, biotech, fintech, and real estate. Its biotech arm, Korify Capital, targets life sciences opportunities that draw on Basel's pharma ecosystem. GreySky Properties Holding AG handles the office's real estate strategy.

The team includes former Goldman Sachs, UBS, and EY professionals. VC partners Davide Ottolini and Christopher Chuffart lead healthcare and fintech deal sourcing. Tech founders and biotech entrepreneurs seeking co-investment alongside an active wealth platform will find Infinitas one of the few Basel options with direct VC capability.

Univest Family Office

Basel's longest-running independent advisory firm has served families since 1957. CEO Kevin Weber leads a team of ten, with an average employee tenure of 16 years. That figure signals stability in a field where continuity matters.

Univest emphasizes tailor-made asset management and real estate services. The office is family-owned, which aligns its incentives with the multi-generational perspective its clients expect. Head of Asset Management Marc Gruber oversees portfolio construction. The Richterich family's involvement in portfolio management reflects Basel's tradition of blending family ownership with professional operations.

Proseba

Proseba manages multi-generational wealth through a strategy that combines direct investments, alternative assets, and positions in both public and private markets. Its focus on legacy planning makes it distinct from Basel's MFOs, which serve external clients.

Risk management and asset allocation form the core of Proseba's framework. Families with concentrated industrial holdings who need to diversify without abandoning long-term positions will recognize this approach. The SFO structure means Proseba can move quickly on direct deals without the committee approvals typical of larger MFO platforms.

Moor Bachmann

Independent advisory defines Moor Bachmann's identity. The firm has advised high-net-worth individuals, families, and foundations for over 30 years. It sits on the client's side of the table rather than distributing proprietary products.

The allocation approach targets wealth preservation and accumulation through impartial advice. Moor Bachmann also offers bespoke services beyond core portfolio work. Families and foundations seeking a trusted, conflict-free advisor in Basel without the overhead of a full MFO engagement will find this boutique model well suited to their scale.

Investment Trends Shaping Basel's Market

Biotech and Life Sciences Capital

Basel's pharma ecosystem, anchored by Roche and Novartis, channels significant family wealth into biotech venture capital. Infinitas Capital's Korify Capital exemplifies this trend, targeting life sciences startups that benefit from proximity to Basel's research labs. Pharma executives with concentrated stock positions increasingly use dedicated advisors to diversify into early-stage biotech deals they can evaluate with sector expertise.

Direct Investments and Co-Investment Structures

Basel offices are shifting away from fund-of-funds models toward direct deals. Proseba allocates to direct investments in both public and private markets. Falcon Group emphasizes PE co-investment alongside institutional partners. This trend gives families more control over fees, timing, and portfolio composition than traditional fund commitments allow.

Real Estate as a Core Allocation

Value-add real estate strategies are prominent among Basel's wealth managers. Infinitas Capital channels real estate activity through GreySky Properties Holding AG. Univest lists real estate as a primary service line. Basel's position in the Rhine corridor, with demand from cross-border workers and pharma professionals, supports residential and commercial property strategies that local offices can source and manage directly.

Impact Investing and ESG Integration

Swiss wealth platforms increasingly align portfolios with environmental and social goals. Infinitas Capital frames its mission around "paradigm-shifting companies" with societal impact. Jacobs Holding's investments benefit the Jacobs Foundation, a charitable organization. ATAG's charitable giving and lifestyle management services help families structure donations in a tax-efficient way, connecting wealth preservation with purpose.

How to Evaluate a Family Office in Basel

The distinction between assets under advisory and assets under management matters more in Basel than in many markets. ATAG chose the advisory model to remain independent of product sales. Families should ask whether their prospective firm earns fees from advice or from placing them into proprietary funds, as the answer shapes recommendation quality.

Cross-border tax complexity is a defining challenge in the tri-border region. Basel families with property in Alsace, business interests in Baden-Württemberg, or inheritance claims under French or German law need offices with international legal capability. ATAG and Moor Bachmann both highlight this expertise. However, families should verify specific jurisdictional experience rather than accepting general claims of "international reach."

Pharma-linked wealth creates specific needs that generic managers often miss. Concentrated equity positions in Roche or Novartis, restricted stock vesting schedules, and sector-specific estate planning require advisors familiar with pharmaceutical compensation structures. Infinitas Capital's biotech focus signals relevant expertise. ATAG's integrated legal and tax team can handle the structuring side.

Service scope varies widely among Basel offices. Falcon Group concentrates on capital deployment and PE. ATAG covers everything from pension planning to aircraft management. Families should map their actual needs (investment only, legal and tax, lifestyle) before engaging. Overpaying for unused services or underbuying critical ones both carry real costs. A red flag in any Basel office is a lack of transparent fee disclosure or missing succession planning for the advisory firm itself.

Which Family Office Fits Your Needs?

Ultra-high-net-worth families seeking a single point of contact for wealth, legal, tax, and lifestyle oversight should prioritize ATAG. Its $8 billion advisory platform and integrated service model eliminate the coordination burden of managing separate advisors. Families with assets above CHF 50 million and cross-border structures in the tri-border corridor will extract the most value from this approach.

Entrepreneurs and business owners planning liquidity events should explore Infinitas Capital or Falcon Group. Infinitas brings VC-stage involvement and founder-friendly consulting, while Falcon provides PE-focused advisory with a preservation mandate. For instance, a pharma executive monetizing stock options would benefit from Infinitas's biotech network. Moor Bachmann serves as a strong option for smaller portfolios that need independent guidance without the cost of a full MFO engagement.

Next-generation wealth holders inheriting industrial or pharma fortunes can look to Univest's multi-generational continuity or ATAG's generation planning and family structure services. Proseba's SFO model shows how a dedicated single family office handles legacy wealth with direct deal capability. Institutional allocators and foundations seeking co-investment partnerships will find Falcon Group's PE orientation and Proseba's alternative strategies most aligned with their mandates.

Methodology

This guide to family offices in Basel draws on industry databases, public filings, and individual office websites. Selection focused on offices headquartered in Basel or with significant Basel operations, evaluated by disclosed AUM, service breadth, investment focus, and market reputation.

Research is current as of early 2026. Many Basel offices do not publicly disclose AUM or client details, reflecting Swiss privacy norms. Where figures appear, they represent estimates from public sources. The guide included offices without disclosed managed assets based on verified operations, service offerings, and market presence in the Basel region.