Baumgartner Family Office

General contacts
Investor type

VC / Family office

Founded

2009

AUM

-

Location

Zurich, Zurich, Switzerland

Investment Ticket

$0-1 m

Investment Stage

Series B

Region of investment

Europe
Investor profile last updated: 21 August, 2026

Profile

Baumgartner Family Office is a multi-family office based in Zurich, Switzerland, established in 2009. Led by Dr. Rico Baumgartner, the firm provides a comprehensive range of services including wealth management, private equity investments, and advisory services in M&A, real estate, and tax planning. The team consists of four professionals who bring diverse expertise to support the office's operations and client services.

The firm focuses on sectors such as private equity and real estate, offering services that include estate and financial planning, legal and tax advisory, and family governance. While specific investment sizes and stages are not disclosed, Baumgartner Family Office is known for its tailored financial services aimed at enhancing clients' financial health. The firm operates with a philosophy of independence and conflict-free advice, ensuring personalized solutions for wealth structuring and protection.

Baumgartner Family Office does not publicly disclose specific portfolio companies, as its primary focus is on providing bespoke financial services and governance structures for its clients. The firm also offers additional services such as legal advice, philanthropy, and insurance solutions, catering to the holistic needs of its clientele.

Industry

Fintech Consumer Services (B2C) Real Estate Financial Services Business Services (B2B)

Contacts

Name
Title
Email
Social Networks
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Dr. Rico Baumgartner CEO & Owner
CEO & Owner
b•••@•••
LinkedIn
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Bindu Saxena Rechtsanwältin, Family Officierin
Rechtsanwältin, Family Officierin
s•••@•••
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FAQs about Baumgartner Family Office

Baumgartner Family Office is a venture capital firm that also operates as a family office. It backs companies at Series B, writing tickets of $0-1 m.
Baumgartner Family Office is located in Zurich, Zurich, Switzerland.
Baumgartner Family Office was founded in 2009.
Baumgartner Family Office invests in companies and startups in Fintech, Consumer Services (B2C), Real Estate, Financial Services, Business Services (B2B).
Baumgartner Family Office invests in companies and startups in Europe.
Baumgartner Family Office invests in companies and startups at Series B.
Baumgartner Family Office usually invests $0-1 m on average.
Baumgartner Family Office can be reached through its website bfoag.ch. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Baumgartner Family Office — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Baumgartner Family Office directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.
Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 21 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.