Create a
lasting
legacy
We strive to build long-term relationships with individuals and families to help them preserve and grow their wealth for future generations. As the trusted financial advisor for our clients, we believe in the value of listening to gain a clear understanding of their values, requirements and goals.
Philosophy
President of the governing board of Liebherr-International AG
Our two partners from Bodewise, Julian and Philip recognised early on what is important to be able to serve their clientele in a sustainable and satisfactory manner. With their refreshing and healthy approach to the task, there can only be a successful future.
family office
navigating the twists & turns life may present
Every individual and family has different challenges to face. We create bespoke strategies for each of our clients, to reflect their vision, values and objectives, to cover all aspects of their lives, across generations.
Wealth Management
Transparent & independent approach
We deliver a highly personalised wealth management service incorporating investment advice, portfolio management and administration. We provide high quality, objective advice that is always in the best interests of our clients.
Opportunities
Sought-After Private Markets Investments and Art Advisory
We offer a bespoke service with a direct access to the most sought Private Equity and Venture Capital funds, as well as Art advisory. In support of this, we demonstrate our strong and exclusive network for the benefit of our families and create and source specific opportunities rarely available to the broader market.
Your Partners across generations
We are a dynamic and experienced team of financial professionals. Our ethos is to build lasting and mutually beneficial relationships with our clients. We are a leading autonomous, innovative and intergenerational partner for our clients and their families.
Julian Boaden
Founding & managing partner
Philip Weis
Founding & managing partner
Markus Sola
Partner
Michael Mühlemann
Partner
Ariane Schaufelberger
Chief Administrative Officer
Beat Schättin
Head of Portfolio Management
Advisory Board
Henri Gisler
Advisor, Art Advisory
Antoine Diserens
Health-Care
Dr. Dominik Müller
Advisor, technology & impact investing
Veit M. Madaus
Entrepreneur, Principal, Family Officer, Wealth Manager
Peter G. Klose
Entrepreneur, Principal, Family Officer, Wealth Manager
Dr. Michael Sidler
Advisor, Venture Capital
Nikolaus Wilhelm
Advisor, international and national tax law
Giacomo Rusconi
Advisor, Real Estate, Entrepreneur
Walter Hättenschwiler
Asset Navigator
Boards of Directors
Julian Boaden
Chairman of the board
Philip Weis
Member of the Board of Directors
Dr. Thomas Wilhelm
Member of the Board of Directors
Markus Angst
Member of the Board of Directors
Our global network of world-class experts and advisors are critical contributors to our partnership
We are gifting 10% of our yearly net profit to global causes
The purpose of the Foundation is to promote or otherwise support issues related to nature conservation, animal welfare and climate change.