Graf Wealth
Advisory.
Independent wealth advisory for families and individuals in Switzerland.
About.
Graf Wealth Advisory is an independent wealth structuring consultancy based in Zurich, specialising exclusively in Liechtenstein family foundations for families and individuals with significant assets in Switzerland.
We work with a small number of clients each year — typically four to six foundation engagements — and operate on a strictly fee-only basis. We hold no client assets, accept no commissions from trustees or insurance providers, and have no product to sell. Our advice is structurally independent.
What We Do.
We design and coordinate the establishment of Liechtenstein family foundations for Swiss-resident families and individuals seeking long-term asset protection, tax efficiency, and generational wealth transfer. We architect the structure, draft the brief, and coordinate the legal, trustee, and insurance specialists required to build it. Law firms and trustees execute. We design.
Our focus is narrow by choice. Liechtenstein foundations for Switzerland-based families and individuals is a specific discipline. We do not offer investment management, banking services, or general financial planning.
Background.
Stephan Graf brings over 20 years of institutional experience from LGT Capital Partners and Man Investments, where he worked with sovereign wealth funds, family offices, and institutions managing in excess of USD 100 billion in assets.
A native English and German speaker holding Swiss and Australian citizenship, with direct experience navigating cross-border complexity for international families and individuals relocating to or establishing themselves in Switzerland.
In 2021 he established his own Liechtenstein family foundation through long-standing trust partners in Vaduz, which holds his family's assets. He advises on structures he has personally implemented.
Working With Us.
We work alongside lawyers, fiduciaries, private banks, relocation specialists, and family offices where there is a clear fit for a client requiring dedicated foundation structuring advice.
If you are working with a family or individual that has recently established Swiss residency, or an existing client whose asset protection and succession planning needs have outgrown their current structure, we welcome a conversation.
No formality required. Use the form below.