About Atlas

OUR BACKGROUND

Established in 1989.
Headquartered in Zürich.

Atlas is a family office with its headquarters in Zürich, Switzerland. Founded in 1989, the company’s work brings together family governance, global wealth strategy, succession and risk, and private affairs.

These areas are closely connected. A change in ownership can influence family responsibilities; a business transition can reshape financial priorities; and the next generation’s involvement can raise new questions about purpose and participation.

OUR PURPOSE

The family is the starting point.

Our purpose is to help families bring clarity to complex decisions. That begins with understanding what matters to the people involved, what they want to preserve and what they want to build for the future.

We consider financial arrangements alongside relationships, responsibilities and long-term intentions. The aim is a shared view of the decisions ahead and a practical understanding of who will carry them forward.

OUR APPROACH

Connected thinking.
Clear responsibilities.

Understand the whole picture

Begin with the family’s priorities and the arrangements already in place. Recognize the connections between business interests, personal commitments and the needs of different generations.

Coordinate the right conversations

Bring relevant advisers and family participants together around clearly defined questions. Establish responsibilities and agree the scope of work before moving forward.

Keep the long term in view

Make room to revisit plans as circumstances change. Continuity requires both a clear direction and the flexibility to respond to new responsibilities and priorities.