Swiss Insurance Partners Medical Family Office

What Swiss Insurance Partners Medical Family Office does

SIP Medical Family Office is a Swiss-headquartered, independent advisory firm founded in 1997 by Dr. Christian H. Kälin that operates as both an international health insurance broker and a Medical Family Office for globally mobile individuals, families, athletes, corporate clients, and diplomatic missions. Its core offering combines brokerage of IPMI policies from 20+ international insurers (Bupa Global, Cigna, Allianz Care, AXA, Now Health, APRIL, William Russell) with a tiered membership program — SIP Gold at CHF 6,000 per annum, SIP Platinum at CHF 24,000, and SIP Ultimate at custom pricing — that delivers appointment guarantees (72/48 hours), telemedicine, preventive medicine, medical records custodianship, and patient guardianship services. Ancillary subscription products include Medical Records Management (CHF 2,500/year), a Medical Emergency Card (CHF 120/year), and a one-time Medical History Review (CHF 5,000).

The firm is organized through four wholly-owned legal entities: SIP Switzerland AG and SIP Medical Family Office AG (both in Switzerland), SIP Europe AG (Liechtenstein, EU/EEA intermediary), and SIP MFO Ltd (UK, FCA-authorized post-Brexit). Distribution is sales-led, combining direct client advisory, a broker/financial-advisor referral network, and a curated HNWI Advisory Network anchored by partners such as Julius Baer, Henley & Partners, Howden, Charles Monat, and Holistify. The company monetizes primarily through (i) insurance broker commissions from carrier partners, with advisory services free to clients, and (ii) recurring membership and subscription fees; it also publishes the proprietary SIP Health Cost Index covering 50 countries and runs the annual SIP Global Health Conference as flagship thought-leadership and pipeline-generating assets. The firm has a Medical Advisory Board drawn from University Hospital Frankfurt, Universitätsspital Zürich, Johns Hopkins and Mayo Clinic affiliated institutions, and is governed by founder Dr. Christian H. Kälin (Chairman) and CEO Kevin Bürchler, with a team of approximately 15 staff.

Name

Swiss Insurance Partners Medical Family Office

Legal name

SIP Medical Family Office AG

Website

https://sip.ch

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

SIP Medical Family Office is a Swiss-founded, independent advisory firm providing international health insurance brokerage and tiered Medical Family Office membership (Gold, Platinum, Ultimate) to globally mobile HNW individuals, expats, athletes, and corporate clients across 50+ countries.

Ownership category

akta.pro rank

Product category

International Health Insurance Advisory

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Health and Welfare Funds (52512)

SIC

Insurance Agents, Brokers & Service (6411), Hospital & Medical Service Plans (6324), Services-Health Services (8000)

akta.pro primary industry

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• International health insurance
• Medical concierge services
• Health insurance brokerage
• Preventive medicine programs
• Medical records management

Headquarters

HQ city

Dübendorf

HQ country

Switzerland

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Insurance Brokerage Commissions: As an independent broker, SIP receives commissions from insurance companies. Services are free for clients as they are renumerated by insurance companies. Exclusive terms and arrangements with insurers benefit clients with better cover or discounted premiums.
2. Membership Fees: Three-tier membership structure: SIP Gold at CHF 6,000 p.a., SIP Platinum at CHF 24,000 p.a., and SIP Ultimate at custom pricing. Memberships include medical concierge services, preventive medicine access, and health management.
3. Patient Guardianship Services: Medical Records Management at CHF 2,500 per year and Medical History Review at CHF 5,000 one-time fee.
4. Medical Emergency Card: Annual subscription at CHF 120 per year for emergency card with QR code access to medical information.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

SIP Medical Family Office is an independent insurance broker and medical concierge advisory firm that arranges international health insurance from 20+ global insurers and provides a Medical Family Office service covering privileged access to worldwide hospitals and doctors, preventive medicine, medical records management, and patient guardianship. The firm serves globally mobile individuals, expatriates, professional athletes, families, and corporate clients, with tiered memberships (SIP Gold at CHF 6,000/year, SIP Platinum at CHF 24,000/year, and SIP Ultimate at custom pricing) that add appointment guarantees, health advocacy, and longevity services.

Product overview

SIP Medical Family Office operates as a service-based advisory firm (not a software platform) offering a portfolio of healthcare and insurance advisory services. The core offering is the Medical Family Office, which provides comprehensive medical concierge and health management services including privileged healthcare access, preventive medicine, and medical records management. This is complemented by international health insurance advisory services for individuals (expats, global citizens, athletes) and corporate clients, available through tiered membership plans (Gold at 6,000 CHF, Platinum at 24,000 CHF, and Ultimate on request). Additional services include Patient Guardianship, Medical Emergency Cards, Travel Insurance, and proprietary research products like the annual SIP Health Cost Index. The company also organizes the SIP Global Health Conference as an industry event.

Differentiator

Problem solved

Functional benefit

Products and services

• International Health Insurance Advisory Independent brokerage of international private medical insurance plans from 20+ global insurers, securing worldwide free choice of doctors and hospitals, lifelong renewal guarantee, and continuity of coverage for globally mobile individuals, expatriates, professional athletes, and companies. Services are free to clients because SIP is remunerated by the insurance carriers.
• Medical Family Office (Medical Concierge)
• Preventive Medicine Programs
• Medical Records Management
• Patient Guardianship
• Medical Emergency Card
• Travel Insurance
• SIP Health Cost Index

Quantifiable outcome

• Appointment guarantee: 72 hours (Gold), 48 hours (Platinum/Ultimate)
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

26 partnerships are on record, tiered core and minor.

• Hopital de La TourcoreStrategic or Co-development PartnerSwiss private hospital partnership providing privileged access to medical services for SIP members. Located in Geneva area, offers comprehensive medical care with international patient services.
• Universitäts Klinikum FrankfurtcoreStrategic or Co-development PartnerMajor German university hospital partnership providing access to cutting-edge medical research and treatment. Home to SIP Medical Advisory Board member Prof. Kai Zacharowski.
• Hirslanden - InternationalcoreStrategic or Co-development PartnerLeading Swiss private hospital group including Klinik Im Park in Zurich, providing exclusive access to Swiss healthcare excellence for international patients.
• Johns HopkinscoreStrategic or Co-development PartnerWorld-renowned US medical institution partnership providing access to top-tier healthcare and medical expertise for SIP members globally.
• Mayo CliniccoreStrategic or Co-development PartnerPremier US medical institution partnership offering access to integrated medical practice and research excellence for international patients.
• Bupa GlobalcoreChannel Partner/ Reseller/ DistributorInternational private medical insurance provider partnership offering IPMI products through SIP advisory services.
• Cigna GlobalcoreChannel Partner/ Reseller/ DistributorInternational health insurance provider partnership offering IPMI solutions through SIP broker channel.
• Allianz CarecoreChannel Partner/ Reseller/ DistributorGlobal insurance group providing international private medical insurance through SIP advisory network.
• AXA Global CarecoreChannel Partner/ Reseller/ DistributorAXA's international private medical insurance brand offering coverage through SIP services.
• Now Health InternationalcoreChannel Partner/ Reseller/ DistributorInternational health insurance provider with products distributed through SIP advisory services.
• APRIL InternationalcoreChannel Partner/ Reseller/ DistributorInternational insurance provider offering travel and health insurance products through SIP, including online policy purchase options.
• William RussellminorChannel Partner/ Reseller/ DistributorInternational health insurer providing coverage options through SIP advisory services.
• InsigniaminorGTM or Marketing PartnerLuxury lifestyle management and financial services company, part of HNWI Advisory Network providing concierge referrals to SIP health services.
• The FixerminorGTM or Marketing PartnerDiscreet lifestyle management and problem-solving consultancy referring high-net-worth clients to SIP services.
• Henley & PartnerscoreGTM or Marketing PartnerGlobal leader in residence and citizenship by investment, referring clients to SIP for health insurance and medical services as part of holistic client planning.
• Julius BaercoreGTM or Marketing PartnerLeading Swiss private banking group featuring SIP Medical Family Office concept in their Business Navigator publication on family office strategies.
• HolistifyminorGTM or Marketing PartnerMulti-family office and wealth advisory firm combining financial expertise with health planning, referring clients to SIP.
• Global JetminorGTM or Marketing PartnerPrivate aviation company referring wealthy clients to SIP for comprehensive health protection services.
• Bethanien PrivatecliniccoreStrategic or Co-development PartnerSwiss private clinic partnership providing exclusive access to medical services for SIP members.
• Cromwell HospitalcoreStrategic or Co-development PartnerUK-based private hospital providing medical services for SIP members in the British market.
• HCA UKcoreStrategic or Co-development PartnerLeading private healthcare provider in UK offering hospital services to SIP members.
• The London CliniccoreStrategic or Co-development PartnerIndependent private hospital in London providing medical services for SIP members.
• Universitätsspital Zürich (USZ)coreStrategic or Co-development PartnerLeading Swiss university hospital with partnership through Medical Advisory Board member Prof. Paul Robert Vogt.
• SwisscareminorChannel Partner/ Reseller/ DistributorDigital-first insurance provider for students and travelers, offering products through SIP advisory services.
• Howden Private WealthminorGTM or Marketing PartnerBoutique life insurance advisory specializing in structuring bespoke solutions for high-net-worth individuals, referring clients to SIP.
• Charles MonatminorGTM or Marketing PartnerGlobal life insurance solutions provider for HNW individuals and families, referring clients to SIP services.

Scale indicators4 records

Recent moves8 records

Expansion highlights6 records

Market position

Strengths4 records

Competitive moat6 records

Key risks6 records

Key highlights8 records

Customer concentration

• Xx.com/SIPMFO
• YouTubeyoutube.com/channel/UCM5Emde4lO8JJoaElJpOdeg
• Facebookfacebook.com/SIPmedicalfamilyoffice
• LinkedInlinkedin.com/company/30166199
• Instagraminstagram.com/sipmfo

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries4 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 Swiss Insurance Partners Medical Family Office