The Private Wealth & Family Office (PWFO) Association is Swiss Certified and registered under Article 60 of the Swiss Civil Code.
PWFO focuses on delivering Swiss Standard Services in creating, protecting, and growing wealth for families and private clients.
Building on this foundation, PWFO champions fiduciary excellence and portfolio certification, ensuring accountability in investment management.
By concentrating on controlling key aspects such as risk, cost, and time, and by conducting thorough pre-investment and post-investment due diligence on investment managers and behaviors, we can significantly improve the performance of investment portfolios.
PWFO provides certification, training, and formation, equipping professionals with the necessary courses, mentoring, tools, and strategies to serve as Swiss Certified Practitioners.
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
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