An informational project on family office practice
ALPS Family Office AG was founded to publish clear, independent reference material on how family offices are structured and run — without selling advisory or investment products.
Explaining the discipline, not selling the service
Family offices sit at the intersection of investment oversight, tax structuring, estate planning and family governance. Much of the available material on the subject is either highly technical or written to sell a service.
ALPS Family Office AG was created to fill that gap: a plain-language, informational resource explaining how family offices work, the terminology involved, and the questions a family might consider before engaging licensed professionals.
Principles behind our content
Independence
We are not compensated to feature any bank, custodian, fund or advisory firm on this website.
Clarity
Family office concepts are explained in plain terms, avoiding unnecessary jargon wherever possible.
Transparency
We are explicit that this site is informational only and does not replace professional advice.
The people behind ALPS Family Office AG
A small editorial and research team drawn from backgrounds in wealth structuring, governance and financial writing.
Managing Editor
Content & ResearchOversees editorial standards and coordinates research into family office structures and governance practice.
Governance Research Lead
Family GovernanceFocuses on family constitutions, next-generation education and decision-making frameworks.
Structuring Research Lead
Wealth StructuringFollows developments in cross-border holding structures, foundations and succession frameworks.
How this resource has grown
- 2011Early research notes on family office structuring began circulating internally among the founding editors.
- 2015The editorial scope expanded to cover family governance and succession planning topics.
- 2019Reference material was reorganized around four core pillars: oversight, structuring, governance and succession.
- 2024ALPS Family Office AG relaunched this website as a dedicated, informational-only resource.