Our Private Office is designed for founders, entrepreneurs and growth-oriented family offices whose financial activities extend beyond traditional wealth management into operating businesses, private investments and strategic transactions. We provide an integrated advisory framework that combines the disciplines of a multi-family office with the capabilities of private investment banking.
One office for the full lifecycle of capital and enterprise.
We support clients across the full lifecycle of capital — from structuring and governance to deployment, financing and execution — including corporate structures, equity and debt solutions, and complex project development.
The Private Office is built around the convergence of the personal and corporate balance sheets. Operating businesses, holding entities and investment vehicles are treated as one coherent system rather than isolated silos.
Advisory extends from direct investments, co-investments and strategic participations to mergers & acquisitions, project finance and trade finance — with capital raising, financing and liquidity coordinated within a single execution framework.
Risk management runs through every layer — governance, due diligence, succession and long-term continuity — protecting both enterprise value and family wealth across generations.
The result is a centralised advisory function: one team, one framework, one point of coordination for principals whose lives combine ownership, investment and strategic decision-making.
Every layer of the Private Office — structure, deployment, execution and continuity — mapped as a single coherent framework across personal and corporate balance sheets.
Structure, deploy, execute and sustain — four disciplines that coordinate operating businesses, investments and long-term continuity within a single advisory framework.
Designing the framework for capital and enterprise — structuring operating businesses, holding entities and investment vehicles. Balance-sheet and ownership design, with clear capital segmentation across personal and corporate wealth.
Advising on equity, debt and capital allocation — direct investments, co-investments and strategic participations. Equity and debt solutions, capital raising, financing and liquidity, coordinated within one framework.
Managing transactions, projects and financing solutions — M&A, strategic investments, project finance and trade finance. Stakeholders coordinated and execution steered from mandate through completion.
Governance, risk management and long-term continuity — governance frameworks, succession planning, due diligence and ongoing risk oversight. Personal and corporate wealth aligned across generations.
One team, one framework, one point of coordination — for principals whose lives combine ownership, investment and strategic decision-making.
This website is operated by Pilotage Private Wealth AG (“Pilotage”), a financial services firm licensed by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by OSIF the supervisory body for Financial Institutions in Switzerland. Pilotage is also registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”). In Canada, Pilotage is not registered as an adviser. Advisory services are provided only to “permitted clients” (as defined under applicable Canadian securities laws) in reliance on available exemptions from the adviser registration requirement. The information contained on this website is provided for informational purposes only. Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or investment strategy in any jurisdiction where such offer, solicitation, or recommendation would be unlawful. Access to this website is subject to applicable laws and regulations. By selecting “I Confirm,” you acknowledge that you are accessing this website on your own initiative and that you understand and accept the regulatory disclosures and terms of use applicable to this website. If you do not agree, you should not access this website.