Bodewise

What Bodewise does

Bodewise Cottonfield Family Office AG is an independent Swiss multi-family office formed on January 1, 2026 from the merger of Bodewise AG (founded in 2021-2022 by Philip Weis and Julian Boaden) and Cottonfield Family Office. The firm is headquartered at Bahnhofstrasse 43, Zurich, and operates with a team of seven, serving international high-net-worth individuals and families across generations.

The service offering is structured around five pillars: Family Office Services, Wealth Management, Strategy and Governance, Succession, Tax and Law, and Private Family Office Services (administrative support). Complementary specialty offerings include Art Advisory and access to Private Equity and Venture Capital investment opportunities, delivered through a curated network of expert partners (notably Aquila AG and Madaus Capital Partners). The underlying technology stack is not disclosed, and the firm's competitive premise rests on personal dialogue, fiduciary independence, and pedigree from tier-one Swiss private banking institutions (Credit Suisse, HSBC Private Bank, Rahn+Bodmer Co.).

The business model is relationship-driven and fee-based, combining recurring management fees and project-based advisory fees for bespoke engagements. Go-to-market is sales-led and direct: clients access the firm through personal contact (email, telephone, contact form), with no intermediary distribution, no public pricing, and no digital self-service surface. Customer segmentation is horizontal — international HNW individuals and families — with the merger explicitly designed to strengthen independence and joint strategic development rather than to broaden the customer base beyond this segment.

Name

Bodewise

Legal name

Bodewise Cottonfield Family Office AG

Website

https://bodewise.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Bodewise Cottonfield Family Office AG is an independent Swiss multi-family office headquartered at Bahnhofstrasse 43, Zurich, serving international high-net-worth individuals and families with wealth management, succession, governance, and administrative family office services.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Divestitures, Carve-Outs & Spin-Off Advisory (FSAEAGAL)

Keywords

• Multi family office
• Wealth management services
• Succession planning
• Family governance advisory
• Investment advisory

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Family Office Services: Comprehensive family office services including wealth management, strategy and governance, succession planning, tax and legal advisory, and private family office administrative services. Revenue generated through management fees and advisory service fees for high-net-worth clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Bodewise is a Swiss multi-family office that assists international high-net-worth individuals and families with the comprehensive management of their financial affairs. Its core offering includes wealth management, strategy and governance advisory, succession planning with tax and legal guidance, and private family office administrative services. The firm also facilitates access to alternative investments such as private equity and venture capital, alongside specialized art advisory, all delivered through personal dialogue and independent advice.

Product overview

Bodewise Cottonfield operates as a Swiss Multi Family Office offering a unified suite of wealth and family office services. The core offering centers on Family Office Services and Wealth Management, supplemented by specialized advisory services including Strategy & Governance, Succession/Tax & Law, and Private Family Office administrative services. The firm also provides access to alternative investments through Private Equity and Venture Capital offerings, as well as Art Advisory services. Following the merger of Bodewise and Cottonfield Family Office in January 2026, these services are now delivered under the combined Bodewise Cottonfield brand.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive multi-family office services assisting international clients with managing financial affairs, preserving and growing wealth across generations with focus on discretion, diligence, and personal dialogue. Targeted at international high-net-worth individuals and families.
• Wealth Management Financial management services focused on sustainable preservation and prudent growth of client wealth with tailored solutions aligned to individual circumstances. For international high-net-worth individuals and families.
• Strategy & Governance Advisory services developing robust structures for family, business, and wealth with clear objectives and a focus on long-term value creation, enabling well-informed decisions. For international high-net-worth families.
• Succession, Tax & Law Succession planning services guiding families through generational transitions with tailored solutions aligned to family context, next generation needs, and legal/tax frameworks. For international high-net-worth families facing generational transitions.
• Private Family Office Services Administrative support including payment processing, document management, and development of contingency and long-term planning solutions to relieve international clients of administrative and organizational responsibilities. For international high-net-worth individuals and families.
• Art Advisory Specialized advisory services for art collection management and advisory, offered through the advisory board network. For high-net-worth clients with art holdings.
• Private Equity Access to private equity investment opportunities for clients seeking alternative investments. For international high-net-worth individuals and families.
• Venture Capital

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.

• Cottonfield Family OfficecoreStrategic or Co-development Partner · 1 January 2026The two multi-family offices Bodewise and Cottonfield Family Office merged on January 1, 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 AGminorOthersPart of of Bodewise's global network of world-class experts and advisors. Aquila AG is an independent firm referenced as a critical contributor to the partnership.
• Madaus Capital PartnersminorOthersPart of Bodewise's global network of world-class experts and advisors. Madaus Capital Partners is referenced as a critical contributor to the partnership.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Reichmuth & Co. Privatbankiers: Independently-owned Swiss private bank based in Lucerne/Zurich serving HNW families with wealth management and succession advisory — closely comparable boutique independent positioning.
• Maerki Baumann & Co. AG: Family-owned Zurich private bank focused on independent wealth management for HNW individuals and families — closely comparable independent-advice positioning and Swiss family-office-adjacent service model.
• Hyposwiss Private Bank: Zurich-based private bank offering wealth management and family office-style services to international HNW clients, with similar boutique positioning and Swiss heritage credibility.
• Aquila AG: Independent Swiss multi-family office providing wealth management and family office services to entrepreneurial families — both a named expert-network partner of Bodewise and a direct Swiss MFO peer serving similar client profiles.
• Kendris AG: Swiss multi-family office headquartered in Zurich serving international HNW families with wealth structuring, succession, and family governance services — directly comparable in service mix, geography, and target client profile to Bodewise Cottonfield.

Broad incumbents

• Bessemer Trust: US-headquartered multi-family office serving UHNW families with wealth management, succession, and family governance services — comparable in service model and target client, though operating primarily in North America.
• Pictet Group: Largest Swiss family-owned private bank and wealth manager offering comprehensive family office services to UHNW clients globally — represents the upper-bound incumbent benchmark for independent Swiss wealth advisory.
• Vontobel Wealth Management: Swiss-listed wealth and asset manager with a multi-family office practice serving international HNW clients — a broader incumbent with overlapping capabilities but larger scale and broader product portfolio.
• Lombard Odier: Geneva-headquartered Swiss private bank with deep HNW and family-office capabilities, including succession and governance advisory — a broad incumbent competing for the same international entrepreneurial-family segment.

Emerging players

• Madaus Capital Partners: Independent advisory firm referenced as a partner in Bodewise's expert network, serving entrepreneurial families with investment and family-office-adjacent services — comparable in scale and segment focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bodewise

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Bodewise