Private Wealth

High-net-worth individuals, family offices and foundations operate in a market segment where public visibility is rarely welcome. The tools available are either too generic or too loud — and thus ill-suited to the actual needs of this clientele.

Our products in this vertical

• Off-Market — placement of discreet property transactions outside public platforms
• PE DD Platform — due-diligence tools for family offices with active investment mandates
• Mergixa — M&A support for family entrepreneurs in succession phase

Why we are active here

mprofi AG’s advisory work has, over years, brought us into contact with Swiss and German family offices, trustees and high-net-worth individuals. From this work, observations have emerged that have flowed into our product development: discretion is not a feature but an architectural decision. Data sovereignty is not a marketing attribute but a precondition.

Our three products in this vertical are not built for the broad market. They address the recurring tasks of the wealthy clientele in the DACH region: off-market transactions in the upper property class, structured due-diligence work for multiple parallel investment mandates, and the orderly support of company successions in which substantial values are transferred within family structures.

Swiss context

Swiss family offices and high-net-worth individuals are subject to particular requirements regarding the protection of personal data (revFADP), the orderly documentation of asset transactions, and the separation of operational and private spheres. Our products take this into account: Swiss hosting, Swiss contract law, separated client workspaces, complete audit trails.