About Us

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.

Our Purpose

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.

Modern office interior with large windows
What Guides Us

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.

Our Editorial Team

The people behind ALPS Family Office AG

A small editorial and research team drawn from backgrounds in wealth structuring, governance and financial writing.

Portrait of a managing editor

Managing Editor

Content & Research

Oversees editorial standards and coordinates research into family office structures and governance practice.

Portrait of a governance research lead

Governance Research Lead

Family Governance

Focuses on family constitutions, next-generation education and decision-making frameworks.

Portrait of a structuring research lead

Structuring Research Lead

Wealth Structuring

Follows developments in cross-border holding structures, foundations and succession frameworks.

Timeline

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.
No advisory relationship is created by reading this website or contacting ALPS Family Office AG. We do not manage assets, execute transactions or offer paid consulting through alpsfamilyoffice.org. Please see our Terms of Service for full details.