About CBFO
CBFO is a Financial Services company based in Zug (Switzerland) founded in 2014. It offers bespoke wealth management and family office services for private and institutional clients globally. It operates on a B2B and Consulting Services model. CBFO offers products and services including Wealth Management Services and Family Office Services. Its focus areas include Wealth Management, Family Office, Multi-Family Office and Investment Tech. Its legal entity is Carte Blanche Family Office AG. Its competitors include Geneva Management Group and Swiss 5 Group.
Company details
Carte Blanche Family Office AG is an independent multi-family office platform rooted in Swiss tradition, delivering comprehensive wealth management services. It caters to high-net-worth individuals and institutional clients by providing bespoke solutions through expert teams and encrypted digital processes. The company focuses on long-term relationships, risk management, and innovative financial planning, operating on a global scale while respecting diverse cultures. Based primarily in Switzerland, it emphasizes professional independence and sustainable client services.
- Headquarters Zug, Switzerland
- SectorsFinancial Services
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- Website cbfamilyoffice.com
- Legal Name Carte Blanche Family Office Ag
Products & Services of CBFO
CBFO offers a comprehensive portfolio of products and services, including Wealth Management Services and Family Office Services.
Bespoke wealth management for high-net-worth individuals and institutions
Comprehensive solutions for asset monitoring and expansion needs
Competitors of CBFO
CBFO has 2 listed competitors in our database. They include Geneva Management Group and Swiss 5 Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gmgfinancial.com | 2000 | Geneva, Switzerland | Delivers asset management and financial advisory services to clients. | |||
| swiss-5-group.ch | 1994 | Zurich, Switzerland | A multi-family office providing comprehensive asset management services. |
Detailed competitors of CBFO
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Frequently Asked Questions about CBFO
CBFO was founded in 2014.
CBFO is headquartered in Zug, Switzerland. It is registered at Zug, Zug, Switzerland.
Carte Blanche Family Office AG is an independent multi-family office platform rooted in Swiss tradition, delivering comprehensive wealth management services. It caters to high-net-worth individuals and institutional clients by providing bespoke solutions through expert teams and encrypted digital processes. The company focuses on long-term relationships, risk management, and innovative financial planning, operating on a global scale while respecting diverse cultures. Based primarily in Switzerland, it emphasizes professional independence and sustainable client services.
CBFO's top competitors include Geneva Management Group and Swiss 5 Group.
CBFO offers Wealth Management Services and Family Office Services.
CBFO operates through Carte Blanche Family Office Ag.