What DD Partners does

DD Partners AG is an independent, privately held Swiss family office founded in 2011 and headquartered at Alfred-Escher-Strasse 17 in Zürich. The firm operates as a single-owned, conflict-free advisory practice serving international high-net-worth individuals and companies seeking Swiss wealth management, tax optimisation, succession planning, real estate advisory, company formation, and relocation support. Its service catalog is bundled into a one-stop financial advisory offering rather than sold as discrete modular products.

The business delivers its services through a small named team of three professionals—the founder Dimitri Dimitriadis (formerly a Senior Portfolio Manager at a major Swiss bank), Office Manager / Head of Accounting Luisa Kakales, and Relationship Manager Spyros Tsirkas—supplemented by an external network of international tax experts, Swiss lawyers, and legacy specialists. There is no proprietary technology platform, no app, and no API footprint; the offering is relationship-driven professional services. The firm monetises through hourly advisory billing on engagement-by-engagement work, with no disclosed retainer or AUM-based fee schedule.

The go-to-market is direct, sales-led, and referral-driven, targeting two primary segments: international HNW individuals dealing with wealth succession, tax optimisation, and relocation to Switzerland; and international companies needing Swiss incorporation, corporate structuring, and cross-border tax advisory. The firm maintains a bilingual (English and Greek) web presence and claims global reach while physically anchored in Zürich. There are no disclosed funding rounds, no institutional investors, no M&A activity, and no regulatory disclosures on file.

Name

DD Partners

Legal name

DD Partners AG

Website

https://ddpartners.ch

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

DD Partners AG is an independent Zürich-based Swiss family office providing hourly-billed wealth management, tax, succession, company-setup, real estate, and relocation advisory services to international high-net-worth individuals and companies through a small named team and external specialist network.

Ownership category

akta.pro rank

Product category

Wealth Management and Family Office Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Wealth management services
• Financial planning advisory
• Tax optimization consulting
• Family office services
• Succession planning advisory

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Advisory and Consulting Services: Professional services billed at hourly rates for advisory engagements, including wealth succession planning, portfolio consolidation, and investment advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Core offering

DD Partners operates as an independent Swiss family office delivering integrated wealth management, tax optimization, succession planning, Swiss company setup, business consulting, real estate advisory, and relocation services to international high-net-worth individuals and companies. The firm combines banking and non-banking assets, leverages a network of Swiss lawyers and international specialists, and bills services at hourly rates as advisory engagements.

Product overview

DD Partners is a single-owned Swiss family office offering a unified suite of wealth management and financial consulting services. The company operates as a service-based practice rather than a software product, providing integrated financial solutions including Company Setup (establishment and management of Swiss companies), Business Consulting (advisory on restructuring and expansion), Relocation to Switzerland (comprehensive relocation support), Real Estate advisory, Tax Optimisation (legal and tax advice), Wealth Succession (portfolio consolidation and investment profiling), and Succession Inheritance (family wealth transfer planning). These services are offered as individual consulting and advisory offerings, not as a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Company Setup Establishment and management of Swiss companies for international entrepreneurs, including corporate composition creation, commercial register sign-up, accounting records maintenance, tax authority registration, and Board of Directors appointment assistance.
• Business Consulting Business consulting delivered with a network of international specialists, advising entrepreneurs on financial and administrative matters, particularly in restructuring, reorganization, or expansion phases.
• Relocation to Switzerland Advisory and support for individuals planning to move to Switzerland, including private wealth structure analysis, tax authority negotiations, and assistance with local authorities registration, health insurance, accommodation search, and children's education placement.
• Real Estate Advisory Real estate advisory for property purchase for private needs, investment purposes, and participation in real estate investment schemes such as mutual funds.
• Tax Optimisation Legal and tax advice as part of integrated asset management services, helping clients find optimal structures to minimize tax liability and protect against international double taxation.
• Wealth Succession Asset structure analysis, portfolio consolidation of banking and non-banking assets (stocks, bonds, private equity, real estate), investment profiling, risk analysis, cost optimization, and second-opinion advisory services, billed at hourly rates.
• Succession Inheritance Creation of holistic succession plans for family wealth transfer to future generations, working with tax and legacy experts to ensure effective implementation of wills and successful operation of family institutions.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Julius Baer: Major Swiss private bank focused exclusively on HNW and UHNW wealth management, succession planning and cross-border advisory. Comparable as a Zurich-rooted competitor in the same HNW private-banking segment, though much larger and operating under a universal-bank license rather than independent family-office structure.
• J. Safra Sarasin: Swiss private bank serving international HNW clients with wealth advisory, succession planning and cross-border tax structuring. Comparable in the international HNW wealth and succession segment, but operates at far greater scale and under a full banking license.
• Pictet Group: Swiss private bank and asset manager serving private clients with wealth management, succession planning and investment advisory. Comparable as a Zurich-based provider of HNW wealth and succession services, but operates at institutional scale across a much broader product set.
• Vontobel: Swiss private bank and asset manager with a dedicated Wealth Management unit serving HNW clients with advisory and portfolio management. Comparable as a Zurich-based HNW wealth manager, though materially larger and offering a broader product platform than DD Partners' boutique model.

Direct peers

• Pitcairn: Multi-family office serving multiple HNW families with integrated wealth management, trust and succession services. Comparable to DD Partners in single-family-office origins and in its shift to serving multiple HNW families with holistic advisory offerings.
• Geneva Capital Group: Independent Swiss-based wealth advisory and family office serving international HNW clients with cross-border tax, succession and investment services. Directly comparable to DD Partners as a Geneva-rooted boutique serving internationally mobile HNW families.
• Gresham Partners: Chicago-based independent wealth advisory and multi-family office serving HNW families with integrated investment, tax and succession planning. Comparable to DD Partners as a boutique, independent, fee-based advisory firm serving international HNW clients.
• Constellation Advisers: Independent multi-family office platform delivering wealth advisory, tax structuring and family office services to UHNW families globally. Comparable in independent, conflict-free positioning and in offering integrated cross-border wealth services to international HNW clients.
• Agio Family Office: Independent multi-family office providing integrated wealth management, tax, succession and advisory services to HNW/UHNW families. Closely comparable to DD Partners in business model — independent, conflict-free, advisory-led — but operates at larger scale across the US and Europe.

Emerging players

• True Wealth: Swiss digital wealth management platform offering automated, low-cost portfolio management to Swiss-resident clients. Comparable to DD Partners as a Switzerland-based wealth manager targeting Swiss-resident HNW individuals, but competes via a low-fee digital model rather than high-touch advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ddpartnerszurich

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 DD Partners