Cottonfield Family Office

Name

Cottonfield Family Office

Legal name

Bodewise Cottonfield Family Office AG

Website

https://cottonfield.ch

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Advisory

NAICS

Management of Companies and Enterprises (5511)

SIC

Services-Management Services (8741)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

Keywords

• Multi-family office
• Wealth management advisory
• Succession planning
• Family governance advisory
• Private investment advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Family Office Advisory Services: Comprehensive wealth management and family office services including strategy and governance, succession planning, tax and legal advisory, and private family office administrative services. Revenue is derived from advisory fees for managing financial affairs of high-net-worth families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cottonfield Family Office is an independent Swiss multi-family office that provides integrated wealth management, strategy and governance, succession/tax/legal advisory, and private family office administrative services to international high-net-worth individuals and entrepreneurial families. The firm operates as a trusted, conflict-free advisor focused on the sustainable preservation and prudent growth of wealth across generations.

Product overview

Cottonfield Family Office (operating as Bodewise Cottonfield Family Office AG following a 2026 merger) is a Swiss multi-family office offering a unified suite of wealth management and advisory services. The core offering integrates Family Office Services, Wealth Management, Strategy & Governance, Succession/Tax/Law advisory, and Private Family Office Services. These services are designed to work together to provide holistic support for entrepreneurial families across generations, from everyday administrative tasks to complex succession planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Core family office service providing independent wealth management advisory with focus on sustainable preservation and prudent growth of wealth across generations for international high-net-worth individuals and entrepreneurial families.
• Wealth Management Comprehensive wealth management including investment strategy, asset allocation, and access to selected investment opportunities through the firm's network of expert partners, for international high-net-worth families and individuals.
• Strategy & Governance Development of robust structures for family, business, and wealth governance with clear objectives and long-term value focus, providing a reliable framework for well-informed decisions by entrepreneurial families.
• Succession, Tax & Law Advisory support for succession planning and transition between generations, including guidance through legal and tax frameworks, helping families navigate generational transitions with tailored solutions.
• Private Family Office Services Administrative and organizational support including payment processing, document management, and long-term planning solutions for international clients, relieving families of everyday administrative and organizational responsibilities.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Bodewise AGcoreStrategic or Co-development Partner · 1 January 2026The two multi-family offices Bodewise and Cottonfield Family Office merged on 1 January 2026, operating jointly under the name 'Bodewise Cottonfield Family Office AG'. The merger strengthens the company's independence and joint strategic development in the long term.
• Aquila AGminorStrategic or Co-development PartnerListed as part of the firm's global network of world-class experts and advisors. Aquila AG is an independent partner contributing specialized expertise to the family office ecosystem.
• Madaus Capital PartnersminorStrategic or Co-development PartnerListed as part of the firm's global network of world-class experts and advisors. Madaus Capital Partners (based in Germany) provides investment expertise to complement the family office's service offerings.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• EFG Bank: EFG International is a global private banking group headquartered in Zurich, offering wealth management, investment advisory, and family office-style services to HNW clients worldwide. Comparable to Cottonfield as a Zurich-based advisor serving international HNW families, with a larger footprint across Europe, Asia, and Latin America.
• Lombard Odier: Lombard Odier is a leading Swiss private bank offering private client services including wealth structuring, succession planning, and investment advisory for HNW families. It is a direct comparable to Cottonfield's multi-family office offering, with much greater scale and broader geographic reach across Europe, Asia, and the Americas.
• Julius Baer: Julius Baer is a major Swiss pure-play wealth and asset manager serving HNW and UHNW clients with comprehensive advisory, investment, and family office services. Comparable to Cottonfield in target clientele (entrepreneurial HNW families) and Swiss heritage, but operates globally with hundreds of billions in client assets.
• Pictet Group: Pictet is one of Switzerland's largest independent private banks and asset managers, offering wealth management, asset servicing, and family office-style services for HNW and UHNW families globally. Comparable to Cottonfield as a Swiss-based independent advisory franchise serving entrepreneurial families, though operating at vastly greater scale and breadth.
• Vontobel: Vontobel is a Swiss-listed private bank and asset manager with a wealth management arm serving HNW private clients, including succession planning and portfolio advisory. It is comparable to Cottonfield as a Zurich-based wealth advisor targeting HNW families, though with broader product capabilities and significantly larger AUM.

Others

• Aquila AG: Aquila AG is a Zurich-based independent financial advisor and multi-family office platform serving HNW private clients with investment advisory and wealth structuring. Listed in the source material as one of Cottonfield's network partners, making it a directly comparable independent Swiss MFO and an ecosystem partner.

Direct peers

• Marcuard Heritage: Marcuard Heritage is a Geneva-based multi-family office providing independent wealth advisory, succession planning, and family governance services to international HNW families. Direct comparable to Cottonfield given multi-family office structure, Swiss base, and independent conflict-free positioning, though serving a different Swiss city.
• Bordier & Cie: Bordier & Cie is a Geneva-based independent Swiss private bank offering wealth management and family office services to HNW clients, with strong focus on entrepreneurial families. Comparable to Cottonfield as an independent Swiss advisor serving entrepreneurial HNW families, with greater scale and longer history.
• Maerki Baumann & Co. AG: Maerki Baumann is a Zurich-based independent private bank focused on HNW private clients with personalized advisory, portfolio management, and family office-style services. It is a strong direct comparable to Cottonfield as a similarly sized Swiss independent advisor emphasizing independence, discretion, and long-term client relationships.
• Reichmann & Partner: Reichmann & Partner is a Zurich-based multi-family office serving UHNW entrepreneurial families with wealth structuring, succession, and investment advisory services. A direct competitor to Cottonfield given the multi-family office model, HNW entrepreneurial client focus, and Swiss independent positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cottonfield-family-office-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cottonfield Family Office