Felan Family Office
Felan Family Office
Felan Family Office is a Zurich-based firm providing tailored wealth and investment management services designed to meet the evolving needs of distinguished families.
Our approach is defined by discretion, stability and precision, ensuring every decision we make stands the test of time.
Bespoke Family Office Solutions
Managing a family’s wealth is a privilege that demands experience, discretion and a coordinated approach built on trust.
At Felan Family Office, we recognise that each family’s situation is unique. Our team understand that every objective, every value, every legacy requires a distinct structure to protect and grow what matters most.
Our team of advisors, analysts and specialists works seamlessly to provide a unified perspective across all aspects of wealth and investment management. Through intelligent planning, disciplined execution and considered governance, we align strategy and purpose to deliver enduring clarity and confidence for our families, across generations and around the world.
Wealth Architecture
Managing substantial family wealth requires precision and foresight. Felan Family Office coordinates complex financial structures, liaising with advisors, trustees and global institutions to deliver an integrated wealth framework that supports your family’s strategic and operational ambitions.
Capital Direction
Every portfolio under our stewardship is designed with care, combining disciplined allocation, private and public market opportunities and deep due diligence. Our investment process draws upon global research and decades of advisory experience to deliver sustainable outcomes across multiple jurisdictions.
Legacy Continuity
We believe wealth carries the responsibility to safeguard, to educate and to build enduring influence. Felan Family Office works closely with families to preserve values, ensure robust succession planning and align philanthropic impact with long-term intention.
Due Diligence and Compliance
Felan Family Office’s approach to due diligence and compliance is exacting and proactive. We conduct comprehensive evaluations of investment opportunities, counterparties and structures to ensure every engagement meets the highest legal, financial and ethical standards. Constant oversight and adherence to both Swiss and US regulations safeguard not only your capital but also the integrity of your family’s operations.
Lifestyle and Concierge Support
We believe true service extends beyond finance. Felan Family Office provides discreet assistance for the elements of life that demand time and precision, from travel coordination and asset management to complex administrative and lifestyle planning. Every client benefits from a dedicated team committed to seamless execution and refined service.
Succession and Estate Planning
Preserving family capital requires more than investment performance, it demands structure and persistence. Our specialists collaborate with trustees, legal partners and family members to design estate and succession frameworks that reflect both assets and values. Felan Family Office ensure a seamless transition between generations, securing legacy and leadership for the future.
The Discipline of Managing Exceptional Wealth
Significant wealth brings freedom, opportunity and the means to leave an enduring mark, yet it also introduces layers of complexity that few have the time or expertise to navigate. Balancing investments, governance, family expectations and cross-border obligations can feel less like a privilege and more like a full-time enterprise.
For many families, managing wealth extends beyond numbers, it touches relationships, purpose and legacy. Even the most accomplished individuals may find themselves tasked with decisions outside their core experience. At Felan Family Office, we exist to relieve that pressure; to bring structure where there is strain, to align ambition with clarity, and to transform responsibility into confidence. The question becomes not whether you can manage it all, but whether you should.
We would be delighted to hear from you.
Whether you wish to discuss a particular aspect of your family’s wealth or explore how we might support your broader objectives, our team is ready to connect.