von Graffenried AG Treuhand

What von Graffenried AG Treuhand does

Von Graffenried AG Treuhand is the trust and fiduciary services subsidiary of the Von Graffenried Gruppe, a privately held, family-owned multi-service professional services group headquartered at Zeughausgasse 18, Bern, Switzerland. The Treuhand entity itself delivers company management, accounting, tax advisory, and administrative services to businesses and individuals, and operates within a broader group architecture that includes Von Graffenried Privatbank (private banking), Von Graffenried Immobilien (real estate brokerage and management), and Von Graffenried Recht (legal services), plus a Family Office module, a Kompetenzzentrum Stiftungen (foundation competence center), and the Berner Dachstiftung Fontes umbrella foundation. This platform-plus-module structure is the group's defining design choice and the basis of its go-to-market.

The group's primary customer segment is high-net-worth individuals and families seeking coordinated wealth, estate, and tax planning across generations; a secondary segment is foundations and endowments requiring specialized governance and administration. The Treuhand subsidiary is one delivery vehicle within this integrated proposition, which is sold on the basis of multi-disciplinary advice under a single family-owned brand, multi-generational relationship continuity, and structural independence from external ownership. No proprietary technology, AI/ML capability, or app/digital product is disclosed; the offering is a traditional professional services stack delivered face-to-face.

The business makes money through professional services fees: recurring fiduciary and trust mandates (Treuhand), subscription/recurring private banking fees (Privatbank), transaction-based real estate commissions (Immobilien), and professional services legal fees (Recht). Pricing is negotiated per engagement and is not publicly disclosed. Distribution is relationship-driven and regional, centered on Bern and the broader DACH market, supported by direct advisor engagement and top-of-funnel marketing through LinkedIn, Instagram, email newsletter, and the corporate website.

Name

von Graffenried AG Treuhand

Legal name

Von Graffenried Gruppe

Website

https://graffenried.com

Company type

Private

Operating status

Operating

Short description

Von Graffenried AG Treuhand is the fiduciary and trust arm of the family-owned Von Graffenried Gruppe, a Bern-based group offering integrated private banking, real estate, legal, and foundation services to high-net-worth individuals, families, and endowments across Switzerland.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Funds, Trusts, and Other Financial Vehicles (525)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Personal Trust & Fiduciary Administration (FSAEAKAA), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

Keywords

• Fiduciary services
• Private banking
• Real estate services
• Legal advisory
• Wealth management

Headquarters

HQ city

Bern

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. Fiduciary/Trust Services: Fee-based fiduciary and trust management services including estate planning, wealth structuring, and administrative services for private clients and families.
2. Private Banking: Wealth management and private banking services offered through the group's banking subsidiary, including investment advisory, portfolio management, and financial planning.
3. Real Estate Services: Property management, brokerage, and real estate advisory services through the group's real estate subsidiary.
4. Legal Services: Legal advisory and representation services provided through the group's legal services subsidiary.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Von Graffenried AG Treuhand provides trust and fiduciary services including company management, accounting, tax advisory, and administrative services for businesses and individuals. As part of the Von Graffenried Gruppe, the company operates alongside three sister subsidiaries (private bank, real estate, legal) to deliver an integrated multi-disciplinary service platform for high-net-worth families and foundations in Switzerland.

Product overview

Von Graffenried Gruppe is a multi-service financial and professional services group organized as a platform-plus-modules architecture. The core platform consists of four interconnected business divisions: Privatbank (private banking), Immobilien (real estate), Treuhand (trust/fiduciary services), and Recht (legal services). Built upon this foundation, the group offers integrated module services including a Family Office that consolidates expertise across all divisions for comprehensive intergenerational wealth management, a Competence Center for Foundations providing specialized foundation administration, and the Berner Dachstiftung Fontes umbrella foundation structure. This integrated approach enables the group to deliver networked services spanning banking, real estate, fiduciary, and legal domains, positioning itself as a one-stop solution for affluent families and institutional clients.

Differentiator

Problem solved

Functional benefit

Brands

• Kompetenzzentrum Stiftungen: Competence center for foundations

Products and services

• Von Graffenried Treuhand Trust and fiduciary services providing company management, accounting, tax advisory, and administrative services for businesses and individuals; operates as part of the Von Graffenried Gruppe platform.
• Von Graffenried Privatbank Private banking services providing financial advice, investment management, and wealth management solutions for high-net-worth individuals and families.
• Von Graffenried Immobilien Real estate services including property management, buying, selling, and valuation of residential and commercial properties.
• Von Graffenried Recht Legal services offering comprehensive legal advice and representation across various practice areas.
• Kompetenzzentrum Stiftungen Competence center for foundation management providing specialized services for establishing and administering charitable foundations.
• Berner Dachstiftung Fontes Umbrella foundation structure offering a collective platform for smaller foundations to benefit from shared administrative infrastructure and governance.

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 indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• Mirabaud Group: Swiss family-owned private banking and wealth management group headquartered in Geneva. Highly comparable as an independent, family-controlled Swiss financial group offering integrated banking, wealth management, and fiduciary services for HNW clients.
• Pictet Group: One of Switzerland's largest independent private banks and asset managers, owned by eight partners. Comparable as an independent Swiss wealth manager with integrated wealth management, asset servicing, and family office capabilities for HNW/UHNW clients.
• Lombard Odier: Swiss private bank with strong fiduciary heritage (founded 1796) offering wealth management, asset management, and tech-enabled banking services. Comparable integrated Swiss fiduciary and wealth platform serving HNW families across generations.
• EFG International: Swiss private banking group headquartered in Zurich with global operations, providing wealth management, asset management, and investment banking services. Comparable as Swiss-based private bank focused on HNW/UHNW advisory.
• Hyposwiss (Hyposwiss Private Bank): Smaller Zurich-based Swiss private bank focused on wealth management for HNW clients. Comparable scale and Swiss-focused integrated private banking model.
• VZ Vermögenszentrum: Swiss independent wealth advisory and financial services firm offering integrated financial planning, mortgage, and wealth management services. Comparable Swiss independent integrated wealth advisor serving affluent private clients.
• Bordier & Cie: Swiss private bank founded in 1844, family-owned, offering wealth management and estate planning services. Highly comparable as a long-established family-owned Swiss fiduciary and private bank.
• Bank Frey AG: Smaller Swiss private bank offering wealth management and advisory services. Comparable as a niche Swiss private bank serving HNW clients with relationship-based advisory.

Broad incumbents

• Julius Baer Group: Switzerland's largest pure-play wealth manager, serving HNW clients globally. Comparable Swiss wealth management franchise, though materially larger and more globally diversified than the subject company.
• Vontobel Holding AG: Swiss private banking and asset management group listed on the SIX Swiss Exchange. Comparable Swiss-based wealth and asset manager serving private clients, though broader and publicly traded.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/von-graffenried
• Instagraminstagram.com/vongraffenried_gruppe

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries5 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 von Graffenried AG Treuhand