The Swiss Single Family Office Association

What The Swiss Single Family Office Association does

The Swiss Single Family Office Association (SFOA) is a Swiss non-profit association (Verein), institutionally, financially, and politically independent, that serves as the official representative body for Single Family Offices with representation in Switzerland. Founded no later than 2019 and headquartered at a representation office at Bahnhofplatz in Zug, SFOA operates under Chatham House Rules with member commitments to confidentiality and discretion, and is led by a Board comprising Dr. Kurt Moosmann (President), Micha Blattmann (Vice President), Felix Oeschger (Membership & Development), and Livio Gaido (Treasurer).

SFOA's core offerings are non-technological: a Membership program that delivers networking, peer-to-peer exchange, and policy representation; a Leadership Development and Certification Program for Family Officers aimed at creating industry standards; full-day Member Events held multiple times per year in secluded Swiss locations covering investment, governance, and regulatory topics; and proprietary research including the Swiss Single Family Office Landscape Survey (2026 second edition) and the Swiss SFO Compensation Survey (2024). The association has no proprietary software platform, no AI/ML capabilities, and no API or integrations; its value is rooted in convening, trust, and institutional positioning rather than technology.

Revenue is generated exclusively through recurring membership dues from Swiss Single Family Offices; pricing is not publicly disclosed. The go-to-market is community-led and event-driven, supported by a multilingual website (English, German, French, Italian), a LinkedIn presence, and downloadable research reports as top-of-funnel content. Distribution is direct via membership application on the website, and the association maintains formal exchange relationships with other global SFO Associations and Interest Groups as well as ongoing lobbying engagement with Swiss governmental bodies and regulators.

Name

The Swiss Single Family Office Association

Legal name

Swiss Single Family Office Association

Website

https://sfoa.ch

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

The Swiss Single Family Office Association (SFOA) is a non-profit professional association and the official representative body for Swiss Single Family Offices, offering membership, leadership certification, industry research, peer-to-peer events, and policy advocacy. It serves Single Family Offices of any size with representation in Switzerland.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro industry

PRIMARYFSAAADAA

Single-Family Offices (SFOs)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Family office association
• Wealth management membership
• Professional certification program
• Industry research reports
• Public affairs advocacy

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: SFOA operates as a non-profit organization funded primarily through membership dues from Single Family Offices. The association provides membership that offers networking, education, best practice frameworks, public affairs representation, and access to the member network.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

SFOA is a non-profit membership association that provides Swiss Single Family Offices with networking, professional development, best practice frameworks, public affairs representation, and access to a trusted peer network. Its deliverable offerings include SFOA Membership, a Leadership Development and Certification Program for Family Officers, full-day member events, and research publications such as the Swiss Single Family Office Landscape Survey and the Swiss SFO Compensation Survey.

Product overview

The Swiss Single Family Office Association (SFOA) is a non-profit association serving as the official body for Swiss Single Family Offices. Its core offerings consist of membership providing networking, best practices promotion through workshops and peer-to-peer exchange, and a Leadership Development and Certification Program for Family Officers. The association also produces research reports including the SFO Landscape Survey and SFO Compensation Survey. SFOA hosts member events at various Swiss locations featuring investment topics, governance discussions, and industry updates. The organization operates as an institutionally, financially, and politically independent body under Chatham House Rules.

Differentiator

Problem solved

Functional benefit

Products and services

• SFOA Membership Official membership in the Swiss Single Family Office Association, providing networking opportunities, industry standards development, best practices promotion, public affairs lobbying, and access to the SFOA members network and resources. Targeted at Single Family Offices operating in or with representation in Switzerland.
• Leadership Development and Certification Program for Family Officers Educational certification program offered by SFOA that creates industry standards for Single Family Offices, focusing on professional development of industry leaders through structured training and certification. Targeted at Family Officers and SFO leadership.
• Swiss Single Family Office Landscape Survey Comprehensive research report studying the Single Family Office landscape in Switzerland, providing insights into industry structure, trends, and the SFO ecosystem. Available for download from the SFOA website.
• Swiss SFO Compensation Survey Research report providing insights into incentive schemes for C-level executives at Swiss SFOs, covering short-term and long-term incentive plans, compensation levels, and performance measures applied. Available for download from the SFOA website.
• SFOA Member Events Full-day member events held in secluded Swiss locations, featuring investment-related topics, workshops, peer-to-peer exchange, keynote speakers, and individual members' presentations on their family businesses and heritage. Examples include events in Lausanne (28.05.2026), Andermatt (23.10.2025), Vevey (14.05.2025), Pontresina (24.10.2024), and Bern (11.05.2023).

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Global SFO Associations and Interest GroupscoreStrategic or Co-development PartnerSFOA facilitates exchange with other global SFO Associations and Interest Groups, providing members with access to international networks and cross-border collaboration opportunities in the Single Family Office industry.
• Swiss Government Bodies and RegulatorscoreOthersSFOA engages in lobbying and exchange with governmental bodies to promote industry-friendly policies. The association collaborates with regional and federal governmental authorities and regulators to facilitate regulatory initiatives in the interest of the SFO industry.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Others

• STEP (Society of Trust and Estate Practitioners): Global professional association for practitioners in trust, estate, and succession planning. Comparable to SFOA in operating as a membership body serving family wealth professionals and in addressing succession and governance, but focused on practitioners rather than family offices themselves.

Broad incumbents

• AIMA (Alternative Investment Management Association): Global association for the alternative investment industry with deep Swiss presence. Comparable to SFOA in serving as a membership body that convenes investors and conducts policy advocacy, though focused on allocators and managers rather than SFOs.

Emerging players

• TIGER 21: Peer learning and investment network for high-net-worth individuals and their families. Comparable to SFOA in providing a trusted, confidential group model for ultra-affluent families, though member-led rather than institutional.

Direct peers

• Family Office Exchange: US-based membership organization for family offices and advisors. Directly comparable to SFOA in being a non-profit-style membership community serving single family offices with networking, education, and research, though at a larger US scale.
• Campden Wealth: UK-based membership organization providing research, events, and education for ultra-high-net-worth families and family offices. Comparable to SFOA in offering peer learning, family-office research, and an exclusive member network across a European geography.
• The Institute for Private Investors: Goldman Sachs-affiliated membership organization for ultra-high-net-worth families. Comparable to SFOA in delivering curated education, peer groups, and research for family-office principals, though hosted by a major US bank.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sfoa/?originalSubdomain=ch

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 The Swiss Single Family Office Association