Principalis Ag

Principalis is a Swiss-based family investment office serving a small number of families across Europe. Founded in 2017, we combine the institutional discipline of an asset manager with the discretion and alignment of a private office. Our investment platform focuses on long-term capital preservation and growth through a diversified, endowment-style allocation — with a particular emphasis on private markets, real assets, and manager selection. Each client operates through dedicated investment structures tailored to their governance, inheritance, and asset strategy needs. We also offer access to co-investments and thematic private market opportunities through our proprietary funds and syndicates. Our team brings decades of experience across private equity, asset management, real estate, and family governance. Principalis is regulated by FINMA and headquartered in Switzerland, with reach across the DACH region, broader Europe, and selected global markets.