Denis Da Silva
Project Management, Business Management
Family office services expand beyond administration. They are about creating governance, structure and continuity across generations. At Alpen, we act as a trusted multi-family office partner, coordinating complex cross-border needs with discretion. Based in Switzerland, we serve as an anchor for international families, including UK-connected households. We aim to support stability and alignment of wealth strategies across time and jurisdictions.
At Alpen, we deliver coordinated family office services that integrate governance, financial oversight and multi-jurisdictional structuring. Our role is to act as a partner, working alongside trusted legal and tax advisers to help ensure that wealth planning remains cohesive across borders. We support families in succession, governance and philanthropy, with a focus on discretion and long-term alignment. By serving as an independent anchor in Switzerland, we seek to provide clarity and confidence for families managing global obligations and intergenerational priorities.
Accounting is an essential foundation for effective family office structures. At Alpen, we oversee reporting frameworks that provide clarity across assets, jurisdictions and generations. We coordinate with external professionals where required, helping records meet the relevant standards of transparency and compliance. Our focus is on integrating accounting with broader planning, to support both day-to-day oversight and long-term strategies.
Philanthropy plays an important role in many family office strategies. At Alpen, we help families design governance structures for charitable initiatives, supporting tax efficiency and alignment with long-term values. We coordinate foundations, trusts and international giving vehicles with discretion, aiming to provide families with the framework to support causes in line with their objectives. Philanthropy becomes part of an integrated wealth plan, strengthening both legacy and impact across generations.
Practical support can complement broader wealth strategies. At Alpen, we provide selective concierge-style assistance that intersects with governance, planning and cross-border oversight. These services are not about lifestyle management, but about supporting the alignment of operational details with family structures. We focus on discretion, integration and reliability, helping ensure that practical support enhances rather than distracts from long-term objectives.
Strong governance is at the heart of every family office. At Alpen, we guide families in establishing charters, succession frameworks and decision-making structures that help ensure stability. Our approach is not about imposing systems, but tailoring governance to family values, jurisdictions and goals. Generational planning is designed to be integrated, supporting leadership transitions and keeping wealth strategies aligned with long-term objectives.
Our team combines deep experience in cross-border governance, wealth continuity, and strategic oversight. We support you not just as advisors, but as partners — helping to steward your family’s values and assets across generations. Our leadership is rooted in integrity, discretion, and a commitment to providing holistic family office services tailored to your goals.
Denis Da Silva
Mark Hollenstein
Melanie Aubail
Cornelia Daniel
At Alpen Partners, we provide family office services in Switzerland designed to support your unique financial needs. As a leading firm in Swiss investment strategy services, we offer:
Navigate the complexities of managing and potentially growing your wealth with our professional advisors, experienced in Swiss and international financial markets.
Potentially benefit from our familiarity with the Swiss financial market and its regulatory environment.
Receive personalized wealth management plans that take into account your financial goals and risk profile.
Access a full suite of services including investment planning, tax optimization and estate planning.
We strive to provide high-quality services aligned with our clients’ objectives.
Wealth is not only about assets, but about values, continuity and responsibility.
These questions are frequently asked in relation to multi-family office planning.
Family office services at Alpen are about coordination, governance and discretion. We act as an independent partner, anchoring strategies in Switzerland while managing the realities of global families. Our role is not administration but integration: aligning accounting, philanthropy, governance and generational planning into a coherent framework. We coordinate with trusted advisors, supporting compliance and efficiency across jurisdictions. By focusing on governance and cross-border oversight, we provide families with clarity, structure and continuity. Family office services, when managed thoughtfully, can support stability, effective generational planning and the preservation of family values alongside financial assets.
Governance and coordination are the foundations of effective family office services. At Alpen, we guide families in creating governance structures that align decision-making with values, tax requirements and long-term goals. These frameworks, family charters, councils or trusts, establish clarity and reduce the potential for conflict, helping ensure decisions are transparent and consistent.
Coordination is equally important, especially for families with cross-border assets and obligations. We integrate financial planning with tax and legal advice, harmonising reporting and compliance across jurisdictions. This unified approach helps families reduce unnecessary complexity and retain oversight of their global wealth. Anchoring governance in Switzerland provides a stable and discreet base that supports both continuity and neutrality. Our independence allows us to remain objective, with the goal of providing advice aligned with the family’s best interests. By combining governance and coordination, we help families build long-term resilience and preserve harmony across generations.
Many of the families we serve live international lives, with assets, residences and obligations spread across multiple countries. At Alpen, we help them navigate these complexities by aligning structures with global realities. Planning for cross-border families means coordinating reporting, structuring cash flows across currencies and addressing overlapping tax exposures. We work closely with trusted legal and tax partners to support compliance without sacrificing flexibility or efficiency. Our role is to simplify complexity while tailoring strategies to each family’s specific circumstances.
For UK-connected families, Switzerland offers a reliable anchor, combining stability, discretion and global recognition. By designing frameworks that integrate both international and domestic elements, we provide clarity, reduce duplication and create efficiencies across jurisdictions. This allows families to focus on priorities and long-term vision rather than daily operational burdens. Our approach keeps wealth strategies coherent, practical and aligned with family objectives in a multi-jurisdictional context.
Generational planning sits at the heart of family office services. Wealth is not only about assets, but about values, continuity and responsibility. At Alpen, we design strategies that prepare families for smooth leadership transitions, combining governance frameworks with education and succession planning. We work with families to define roles, establish communication processes and equip younger generations to manage responsibilities. Planning also includes designing tax-efficient transfers, integrating trusts or foundations and coordinating with inheritance frameworks. By embedding these strategies into the family office structure, we create continuity that extends across decades.
We emphasise discretion and harmony, with the goal that transitions preserve both wealth and relationships. Generational planning is also about fostering purpose: encouraging philanthropy or governance structures that reflect family values. Our role is to ensure transitions are prepared, coordinated and aligned with long-term objectives, helping families thrive across generations with stability and shared vision.
At Alpen, we see the family office not as an administrative back-office function, but as an anchor of stability and integration. Our role is to coordinate, guide and structure wealth planning in ways that support long-term continuity. Switzerland provides the ideal base as it is discreet, stable and internationally respected. From here, we connect families with the governance, structuring and oversight needed to manage cross-border wealth.
We do not replace legal, tax or investment specialists; instead, we work alongside them to create a cohesive framework. Families benefit from having a central hub that integrates accounting, governance and planning into one coherent structure. For UK-connected families especially, Switzerland serves as a trusted anchor, offering neutrality and discretion. By positioning the family office as a strategic partner rather than a service provider, we maintain that long-term wealth strategies remain consistent, resilient and focused on supporting families across generations.
At Alpen, family office services go beyond investment performance. They are built on trust, long-term relationships, and a structured approach that emphasises clarity and continuity. You remain in control where it matters most, while relying on professional expertise where this can add value. In this way, your portfolio can be managed in line with your personal vision, your family’s priorities, and the legacy you wish to shape.
Pierre Gabris
Your contact for Family office
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