HELMS Family Office is a Swiss-based multi-family office and alternative asset manager, working with first-generation and multigenerational families to structure, grow and pass on what they've built — with discretion, and without a template.
We think of ourselves as partners rather than a vendor: a client's business is our business, their growth is our growth, and their success is our success. That ethos — built on trust, discretion and long-standing relationships rather than a fixed menu of products — sits behind everything on this page.
Our work spans first-generation wealth creators and multigenerational families across a wide range of industries and geographies. That breadth gives us a genuine feel for how a family office's needs evolve, so we can anticipate what's needed next rather than simply react to a brief — starting always with a close, individual read of each family's situation before shaping a bespoke wealth, corporate and structuring plan.
Managing a family's capital is a responsibility we take seriously — it calls for real expertise, transparency and a long-term view. Our experience spans multiple jurisdictions, and we've always believed the best investment talent isn't confined to one geography or one manager, so we look wherever the best solutions are found.
Thoughtfully managed, wealth becomes a tool for the life a family actually wants — providing for the long term, funding ambitions, meeting financial goals, or growing a business. That's the lens we plan through: building the insight, advice and bespoke solutions that help clients define what matters to them and see it through.
Every relationship is built to last, grounded in trust and mutual respect, with a client's values and goals kept at the centre of everything we do. Beyond investment advice, that partnership extends to dedicated support across marketing, corporate development and technical analysis — we stay actively involved as a client's business evolves, not just at the point of a transaction.
Six areas of practice, drawn on individually or combined into a single, coordinated wealth plan.
Management of private and family wealth, estate and inheritance planning, and day-to-day financial administration.
NEBespoke discretionary and advisory mandates — diversified, strong-performing portfolios built around each client's objectives, risk appetite and tax efficiency.
EMulti-asset class portfolios across equities, fixed income and alternatives, built with risk management at the core and reviewed as markets evolve.
SEDirect investments and structured capital across the EMEA region — from venture and growth capital to mezzanine financing and buyouts.
Debt facilities, private bonds and equity structuring for M&A, buyouts, bridge financing and business succession.
Registered offices, local directors, statutory filings and AML/compliance — one point of contact for a fund or entity's full lifecycle.
A relationship moves through the same four stages, whatever the family's stage or the complexity of the wealth.
We start with the family's goals, values and the legacy they want to leave — not a product to sell.
We design the wealth, tax and governance structure to match — coordinated across every specialist involved.
We manage and monitor the portfolio through changing markets, with risk at the centre of every decision.
We revisit the structure as circumstances — and generations — change, so the plan keeps pace with the family.
Tell us about your family's situation — however straightforward or complex. Most relationships start with a confidential, no-obligation conversation.
Email info@helmsfo.com