Family Office · Basel, Switzerland
Univest Family Office is a wealth management firm specializing in providing comprehensive financial services to high-net-worth individuals and families. The company offers tailored solutions in investment management, estate planning, tax advisory, and succession planning, aiming to preserve and grow client wealth across generations. Univest Family Office is recognized for its client-centric approach and fiduciary commitment, maintaining a reputation for discretion and personalized service. The firm operates primarily in key financial centers and has established itself as a trusted advisor within the private wealth management sector.
Customer segments
High-net-worth individuals, Families
Geography
Switzerland
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Univest Family Office deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Univest Family Office alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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