First Advisory Group
First Advisory Group is a privately owned, Liechtenstein-based wealth advisory firm founded in 1954 that delivers integrated estate, tax, investment, and family office services to high-net-worth individuals, families, and entrepreneurs across five offices in Europe and Asia-Pacific.
- Company typePrivate
- Founded1954
- HeadquartersVaduz, Liechtenstein
- Headcount101–250
- GTM typeB2C
- OfferingServices
What First Advisory Group does
First Advisory Group is a privately held, owner-managed financial services firm headquartered in Vaduz, Liechtenstein, founded in 1954 as a law firm and evolved into a comprehensive cross-border wealth advisory and fiduciary services provider. The company serves high-net-worth individuals, families, and entrepreneurs, delivering an integrated platform of eleven service lines: wealth structuring and estate planning, legal advisory referral, tax advisory, finance and accounting, investment advisory, discretionary wealth management, Private Placement Life, family office services, IT services for financial firms, automated Financial Data Services for multi-bank portfolio consolidation, and secure safe deposit box storage. Services are delivered through personalized, face-to-face advisory engagements in five offices spanning Liechtenstein (Vaduz), Switzerland (Zürich, Geneva), Hong Kong, and Singapore.
The business model is relationship-driven and fee-based, generating revenue through professional service fees — likely retainers and percentage-based asset management fees typical of private banking and multi-family-office firms — with pricing customized per client and not publicly disclosed. Go-to-market relies on personal referrals, direct outreach, and long-standing reputation rather than performance or volume marketing. The firm maintains a multi-jurisdictional footprint deliberately aligned with cross-border wealth structuring needs for European and Asian HNW families.
The underlying technology is modest in scope: a Financial Data Services platform provides automated bank-interface integration and portfolio consolidation in standardized formats, and an IT-Services line supports infrastructure and digital processes for other financial service providers. Core differentiation rests on 70+ years of private ownership, jurisdictional expertise in Liechtenstein fiduciary and tax structuring, multilingual cross-border advisory capability, and the breadth of an integrated one-stop-shop service stack rather than on proprietary technology. The firm is led by founder/co-owner Ivan J. Ackermann as CEO and operates with 251–500 employees.
First Advisory Group firmographics
Firmographics- Name
- First Advisory Group
- Legal name
- First Advisory Group
- Website
- https://firstadvisorygroup.com
- Company type
- Private
- Founded year
- 1954
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- First Advisory Group is a privately owned, Liechtenstein-based wealth advisory firm founded in 1954 that delivers integrated estate, tax, investment, and family office services to high-net-worth individuals, families, and entrepreneurs across five offices in Europe and Asia-Pacific.
- Ownership category
- akta.pro rank
First Advisory Group industry classification
Industry- Product category
- Wealth Management and Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Family Business & Succession Advisory (FSAAADAL), Risk Management & Insurance Advisory for Families (FSAAADAK), Fee-Based Advisory (FSAEAAAM)
Keywords
Where First Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Vaduz
- HQ country
- Liechtenstein
- HQ region
- Europe
Offices5 records
Markets served
First Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management and Advisory Fees: First Advisory generates revenue through comprehensive financial advisory and wealth management services. The firm provides services including estate planning, wealth structuring, tax advisory, investment advice, and family office services to high net worth clients. Revenue is generated through professional service fees, likely including retainer arrangements and percentage-based management fees typical of the private banking and wealth management industry.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
First Advisory Group product offering
Product offeringCore offering
First Advisory Group provides comprehensive wealth advisory and management services for high net worth individuals, families, and entrepreneurs. Its offerings span wealth structuring and estate planning, tax advisory, legal advisory referrals, investment advisory, discretionary wealth management, Private Placement Life insurance solutions, family office services, finance and accounting, IT and financial data services for financial providers, and secure safe deposit box storage. Services are delivered through personalized, face-to-face consultations across five offices in Liechtenstein, Switzerland, Hong Kong, and Singapore.
Product overview
First Advisory Group is a comprehensive financial services provider offering a unified platform of advisory and management services. The portfolio spans eleven distinct service areas: Wealth Structuring for generational planning and inheritance; Legal Advisory for court and authority representation; Tax Advisory for risk minimization; Finance and Accounting for operational finance management; Investment Advisory for strategy development; Wealth Management for professional asset handling; Private Placement Life for wealth protection and transfer; Family Office for integrated HNWI services; IT-Services for financial industry infrastructure; Financial Data Services for automated bank data consolidation; and Safe Deposit Boxes for secure storage. The services are designed to work together, providing clients with comprehensive coverage from wealth protection and structuring to day-to-day financial operations and specialized insurance solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Vermögensstrukturierung (Wealth Structuring) Long-term wealth planning across generations, including inheritance and estate planning, ensuring orderly wealth transfer within families. Designed for high net worth individuals and families.
- Rechtsberatung (Legal Advisory) Referral service connecting clients with competent legal advice and representation before courts and authorities.
- Steuerberatung (Tax Advisory) Tax planning and risk minimization services covering national and international tax matters for optimized overall tax situations.
- Finanzen und Buchhaltung (Finance and Accounting) Financial and accounting services providing overview of financial positions, revenue and expense tracking, liquidity and profitability reporting.
- Anlageberatung (Investment Advisory) Investment consultation services analyzing market developments, identifying opportunities and risks, and developing individualized investment strategies.
- Vermögensverwaltung (Wealth Management) Professional wealth management with individualized advisory services ensuring assets are invested and managed according to client preferences, with regular updates on wealth development.
- Private Placement Life Wealth protection and transfer solution enabling efficient asset protection with high flexibility and long-term financial security for families.
- Family Office Comprehensive family office services for high-net-worth families seeking integrated wealth management solutions.
- IT-Services Professional IT services for financial service providers and companies, covering infrastructure, security, industry-specific platforms, and digital processes.
- Financial Data Services Automated financial data processing service that consolidates portfolios from multiple banks through interfaces, providing consolidated data in standardized format.
- Schliessfächer (Safe Deposit Boxes) Secure storage service for personal valuables, important documents, official certificates, contracts, wills, and data carriers, accessible anytime.
Companies that use First Advisory Group
Customer profileSegments2 records
Ideal customer profiles2 records
First Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
First Advisory Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
First Advisory Group competitors and assessment
Company assessmentBroad incumbents
- Union Bancaire Privée (UBP): Swiss private banking group with strong wealth management and family office capabilities, owned by the Valeurs Bancaires holding. Comparable as an independent Swiss private bank offering comprehensive HNW/UHNW advisory services across multiple jurisdictions.
- EFG International: Swiss-based global private banking group offering wealth management, investment advisory, and family office services with a focus on UHNW clients and entrepreneurs. Comparable cross-border private banking focus and entrepreneur-targeted advisory services.
- Julius Baer: Swiss-headquartered global wealth manager focused exclusively on private banking, family office, and investment advisory for HNW/UHNW clients. Comparable target segment and comprehensive service model, though significantly larger and publicly listed.
- J. Safra Sarasin: Swiss private banking group owned by the Safra family, providing wealth management, investment advisory, and family office services in Switzerland and internationally. Comparable as a family-controlled Swiss private bank serving HNW clients with integrated advisory offerings.
- Lombard Odier: Swiss private bank, partner-owned since 1796, providing wealth management, investment advisory, and family office services globally with strong focus on HNW/UHNW families. Comparable independent, owner-controlled heritage and comprehensive multi-family offering.
- Pictet Group: Swiss, partner-owned private bank and asset manager providing wealth management, asset servicing, and family office services globally. Comparable as an independent, owner-controlled Swiss wealth manager with comprehensive HNW/UHNW advisory offerings, though materially larger in scale.
- Vontobel: Swiss private banking and asset management firm offering wealth management, investment advisory, and family office services to private clients. Comparable wealth advisory and family office orientation with Swiss roots and international reach, though publicly listed and larger in scale.
Direct peers
- LGT Group: Liechtenstein-based, family-owned (Princely House of Liechtenstein) private banking and wealth management group with comprehensive family office and UHNW advisory services across Europe and Asia. Closest peer given shared Liechtenstein domicile, family-controlled governance, and full-service HNW/UHNW orientation.
- Hyposwiss (Hyposwiss Private Bank): Zürich-based Swiss private bank specializing in wealth management and investment advisory for private clients, including family office services. Comparable as a mid-sized Swiss private wealth manager serving UHNW clients with personalized service.
- VP Bank Group: Liechtenstein-headquartered private bank offering wealth management, investment advisory, and family office services to private and institutional clients with offices across Europe and Asia. Comparable as a same-jurisdiction multi-service private bank targeting HNW/UHNW clients.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
First Advisory Group social profiles
Digital presenceFirst Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
First Advisory Group leadership team
Management profileNumber of profiles
Profiles1 record
First Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
First Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about First Advisory Group
What does First Advisory Group do?
First Advisory Group provides comprehensive wealth advisory and management services for high net worth individuals, families, and entrepreneurs. Its offerings span wealth structuring and estate planning, tax advisory, legal advisory referrals, investment advisory, discretionary wealth management, Private Placement Life insurance solutions, family office services, finance and accounting, IT and financial data services for financial providers, and secure safe deposit box storage. Services are delivered through personalized, face-to-face consultations across five offices in Liechtenstein, Switzerland, Hong Kong, and Singapore.
Is First Advisory Group a public or private company?
First Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was First Advisory Group founded?
First Advisory Group was founded in 1954. It employs 101 to 250 people.
Where is First Advisory Group based?
First Advisory Group is headquartered in Vaduz, Liechtenstein, in the Europe region.
How does First Advisory Group make money?
One revenue line is on record: wealth Management and Advisory Fees.
Who are First Advisory Group's main competitors?
Broad incumbents on record are Union Bancaire Privée (UBP), EFG International, Julius Baer, J. Safra Sarasin, Lombard Odier, Pictet Group and Vontobel. Direct peers are LGT Group, Hyposwiss (Hyposwiss Private Bank) and VP Bank Group.
Does First Advisory Group have an API?
No public API is recorded for First Advisory Group.
What industry is First Advisory Group in?
First Advisory Group's product category is Wealth Management and Financial Advisory. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.