Wealth & Investment
- Strategic asset allocation
- Direct investments & co-investments
- Investment controlling & consolidated wealth overview
Investing with responsibility across generations
Family Tree Invest AG is a single family office for our family and a selected circle of long-standing partners. We combine long-term capital strategy with entrepreneurial experience, generational responsibility and value-oriented investment decisions.
A long-term approach to wealth and responsibility
Family Tree Invest AG stands for the holistic management and strategic coordination of wealth across various asset classes.
We support strategic asset allocation, coordinate direct investments and co-investments, and create transparency across all assets through consolidated investment controlling.
At the core lies not only financial development, but the sustainable preservation, structuring and responsible advancement of wealth across generations.
Investment Philosophy
Our investment philosophy combines economic solidity with long-term responsibility. We invest in business models and platforms with structural relevance, scalability and sustainable value.
The focus is on approaches that go beyond purely financial returns and create real value. As an entrepreneurially driven family, we do not see ourselves as passive investors.
We selectively invest in direct investments and actively contribute our experience, our values, and our long-term perspective as incubators. Active entrepreneurial involvement is a prerequisite for us – not an option.
Our Services
Structure & Continuity
- Wealth structuring & tax strategy
- Estate and succession planning
- Multi-generational wealth planning
Family Office Governance
- Family governance & decision structures
- Next generation development
- Education & knowledge transfer
Investments & Focus Areas
Our investments focus on sectors of structural importance and long-term growth potential:
- Human capital & workforce infrastructure
- Education, qualification & international talent mobility
- Digital platforms enabling access and opportunity
- Healthcare and system-relevant services
- Scalable business models with integrated societal value
Responsibility beyond capital
Part of our activities is dedicated to philanthropic initiatives and non-profit structures.
Through our non-profit foundation, Family Tree Non-Profit Foundation, we support projects in the areas of education, integration and access to economic opportunities – including scholarship programs, infrastructure development and qualification initiatives.
The objective is to create sustainable structures that empower individuals in the long term and enable participation in society.
Our Network
We work exclusively with our family as well as a selected group of long-standing partners.
This includes personal relationships, entrepreneurial companions and trusted networks with whom we share a common long-term perspective.
Mandates are deliberately limited and based on trust, discretion and shared values.
A platform for collaboration
We see a family office not only as an asset manager, but as a platform for exchange and development.
We foster intergenerational dialogue, support entrepreneurial collaboration and create space for shared learning.
In doing so, we connect capital, people and ideas within a trusted ecosystem.