Discover the new Wealth Office Handbook

Over the past 20 years, the Family Office model has become the standard for managing the assets of the world’s largest investors. Today, nearly 70% of global fortunes exceeding USD 500 million are overseen through a Family Office structure.Zwei Wealth has evolved this concept into the Wealth Office model for a broader range of wealth levels and created the platform infrastructure required to build and maintain a personalized Wealth Office professionally.The handbook provides practical insight into what a modern Wealth Office looks like, how it operates, and the advantages it offers to clients.