Invite-only · Zurich + Swiss Alps

Swiss Family Office
Fellowship

Private access to Switzerland's innovation and investment ecosystem — curated for Middle East family offices.

A five-day, invite-only program combining jurisdiction-grade briefings, curated investment case deep dives, and discreet relationship building in Zurich and the Swiss Alps.

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1–5 December 2026 · Zurich & Swiss Alps · Closed-door format · Chatham House Rule

At a glance

In one view

A tightly curated, closed-door program for a small cohort of family offices with a genuine mandate for Swiss innovation.

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8–12
Family offices per cohort
5
Days duration
2
Locations: Zurich + Alps
4
Focus sectors
Deeptech Energy & Climate Medtech & Life Sciences Select B2B
What you gain

Designed for long-term capital

01

Clarity

Understand how investing in Switzerland works in practice — structures, governance norms, and how trusted circles co-invest.

02

Access

Meet a carefully selected group of Swiss family offices, lead angels, strategic capital, and founders — in settings designed for depth.

03

Continuity

Join an alumni circle with optional follow-up access to curated introductions and private briefings.

How the fellowship works →
Our approach

Not an event. A gateway.

We prioritise relevance over volume, governance over storytelling, and relationships over short-term transactions.

Our curation standard →
Locations

Zurich briefings.
Alpine retreat.

Zurich provides institutional context and direct ecosystem access. The alpine retreat creates the privacy and time required for real alignment — with peers and with opportunities.

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Schilthorn — Swiss Alpine retreat
The city

Zurich: where governance meets innovation

One of the world's most stable financial centres, home to world-class research institutions, disciplined capital, and a culture of long-term stewardship.

Zurich city centre on the Limmat river
Confidentiality

Discretion is a design principle

We keep cohorts intentionally small to protect confidentiality and maximise relevance.

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  • Closed-door sessions under Chatham House Rule
  • No media. No public guest list.
  • No recordings during case discussions
  • NDA available on request for case materials
Next cohort · December 2026

Next cohort: 1–5 December 2026

Zurich briefings from 1–3 December, Alpine retreat 4–5 December. Invitations are confirmed individually. Request your place now.

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Contact: Dr. Richard Bläse  ·  We respond personally. No newsletters.
The Fellowship

A five-day program designed for family offices investing into innovation.

Discreet. Governance-first. Curated for relevance.

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1–5 December 2026 · Zurich + Alpine retreat · Invite-only cohort

Architecture

Three layers — one purpose

Layer 01

Jurisdiction & governance

Briefings on structures, control rights, risk framing, and local co-investment norms.

Layer 02

Curated investment access

Deep dives into a limited number of vetted cases — long-form Q&A, not stage pitching.

Layer 03

Relationship & continuity

Private peer exchange and an alumni circle enabling long-term access and repeat collaboration.

Palace Hotel Lucerne

Governance-first. Depth over volume.

Every session is designed to protect confidentiality and enable informed decision-making.

Program flow

Day by day

Day 0 Arrival & alignment

Private welcome dinner. Peer introductions. Confidentiality framework. Mandate alignment.

Day 1 Switzerland investment reality (family-office lens)

Legal structures (equity, convertibles, preferred), governance standards, typical term dynamics, cross-border practicalities (high level).

Day 2 Curated investment case deep dives

Six to eight cases presented as investor conversations: market logic, IP position, governance readiness, capital needs, risk disclosure. Optional 1:1 sessions.

Day 3 Institutions & strategic capital

Meet key ecosystem gatekeepers. Understand how corporate and public mechanisms interact with private capital. Transfer to the alpine setting.

Day 4 Alpine family office retreat

Closed-door FO sessions: portfolio construction, risk management in private markets, long-term optionality. Peer exchange. Alumni induction.

Day 5 Optional private extensions

Follow-up meetings, structuring clinics, selected visits (by relevance).

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The final schedule is shared after invitation to preserve discretion.

Included

What is included

  • Fellowship sessions and private convenings
  • Curated access to vetted cases and relevant counterparties
  • Local coordination during program days

International travel and accommodation are shared upon invitation (venue options vary by cohort).

Ready to explore the fellowship?

Request an invitation and we will confirm fit and next steps personally.

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We respond personally. No newsletters.
Curation & Deal Access

Curation is the product.

We limit the number of cases to protect confidentiality and maximise depth.

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Our standard

Our curation standard

Governance readiness

Clear decision-making, clean cap-table logic, and investor-grade documentation.

IP & defensibility

Clarity on ownership, assignment, and protection strategy (especially for spin-outs).

Financing logic

Defined capital needs, milestones, and follow-on scenarios.

Relevance

Fit to cohort mandates and risk tolerance — not popularity.

Deep dives

Case deep dives are investor conversations

  • Market thesis & timing
  • Product moat and IP position
  • Commercial traction and economics (where applicable)
  • Governance and team structure
  • Financing history and round logic
  • Risk register and mitigation

No stage pitching. No demo theatre. Time is allocated for long-form Q&A.

Palace Hotel Lucerne — private setting

Depth over volume. Always.

Six to eight carefully selected cases. Long-form Q&A. No stage pitching.

After the week

Continuity — selectively

After the fellowship, access can continue where there is genuine alignment. We facilitate optional follow-ups and introductions on a curated basis.

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Access begins with an invitation.

We confirm fit and share program details personally.

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We respond personally. No newsletters.
Why Switzerland

A stable jurisdiction for long-term capital — with world-class IP creation.

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The case

Why Switzerland — in four pillars

01

Rule-of-law and predictability

A governance environment suited to long-term stewardship.

02

High IP creation density

Strong scientific and industrial innovation, particularly in deeptech and life sciences.

03

Disciplined investment culture

Quality control, engineering rigour, and conservative governance norms.

04

Selective access

The challenge is rarely quality. It is access — which is what this fellowship is designed to solve.

Schilthorn — Swiss Alps

Where precision meets possibility.

What we cover

What the fellowship clarifies

  • How private investing typically works in Switzerland
  • What "good governance" looks like locally
  • How trusted circles co-invest and build long-term access
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Switzerland is ready. Are you?

Join a small cohort of family offices exploring Switzerland's most compelling investment opportunities.

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We respond personally. No newsletters.
For Family Offices

Designed for family offices seeking governed access to innovation.

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8–12 family offices · Invite-only

Fit

Is this the right program for you?

A strong fit if you…

  • invest privately with a long-term horizon
  • value governance and discretion
  • allocate selectively to innovation (direct or co-invest)
  • prefer depth over volume

Not designed for

  • delegations seeking visibility or public exposure
  • intermediaries focused on volume dealflow
  • large groups without mandate clarity
Selection

Selection and cohort matching

We keep cohorts intentionally small. Invitations are based on mandate alignment, ticket range, sector relevance, and long-term engagement potential.

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We respond personally. No automated marketing.

The right cohort matters.

We confirm fit before sharing program details. Request an invitation to begin.

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We respond personally. No newsletters.
Partners & Governance

Anchored by trusted institutions.
Designed for neutrality.

Partner details may vary per cohort and are shared upon invitation.

Neutrality

Neutral, governance-first convening

The fellowship is structured to protect confidentiality and align incentives. We do not operate as a broker. We convene, curate, and facilitate informed access.

Partners

Curated by trusted partners

The fellowship is convened in collaboration with established ecosystem partners who share our commitment to governance, discretion, and long-term value creation.

Ecosystem Partner

Founders Hive

A curated network connecting founders, investors, and family offices across Switzerland and the broader European innovation ecosystem.

Investment Partner

Founder & Capital

founderandcapital.com

Specialist in connecting founder-led businesses with long-term capital partners. Brings deep expertise in deal structuring and investor relations.

Conduct

Confidentiality and conduct

Every aspect of the program is designed to protect participants and enable candid exchange.

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  • Chatham House Rule across sessions
  • No press. No public list of attendees
  • No recordings during case discussions
  • NDA available for case materials upon request

Governance is not a formality.

It is the foundation of every session, every case, and every relationship we facilitate.

Request an invitation
We respond personally. No newsletters.
Private Access

Request an invitation

We keep cohorts intentionally small to protect confidentiality and maximise relevance. Share a few details and we will confirm fit and next steps.

This is not a public registration.

Thank you.

We will respond with next steps and, where relevant, share a detailed program overview and confidentiality terms.

Questions

Frequently asked questions

Is this a pitching event?

No. Case sessions are structured as investor conversations with long-form Q&A. We limit volume to protect depth.

How is confidentiality handled?

Closed-door sessions under Chatham House Rule. No media, no public guest list, no recordings during case discussions. NDA can be provided for case materials.

How are cases selected?

We curate for governance readiness, IP clarity, financing logic, and relevance to the cohort's mandates.

Who attends?

An invite-only cohort of 8–12 family offices. Additional counterparties may join selected dinners or private sessions based on relevance.

What stages do you cover?

Selective early and early-growth opportunities where governance and documentation are investor-grade.

What sectors do you focus on?

Deeptech, Energy & Climate, Medtech & Life Sciences, and select B2B platforms.

What happens after the fellowship?

Where there is alignment, we facilitate selective follow-up access and introductions. Alumni may also receive private briefings.

Is an NDA available?

Yes — upon request, for case materials and follow-up discussions.

Can we bring a next-gen family member or advisor?

In many cases yes, subject to cohort size and fit.

How do we receive dates and venue options?

We share these after invitation to preserve discretion and relevance.

Still have questions?

Request an invitation and we will respond personally with any further information you need.

Request an invitation
We respond personally. No newsletters.
Contact

Private inquiry

For partnership conversations or confidential questions, reach out directly.

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We respond personally.

The Swiss Family Office Fellowship operates on a strictly invite-only, closed-door basis. All inquiries are handled personally and with full discretion.

If you represent a family office, institution, or potential partner and would like to explore a conversation, please use the invitation request form or reach out directly.

Direct contact

Dr. Richard Bläse

Swiss Family Office Fellowship

Please use the invitation form to get in touch. We respond personally.

Next cohort: 1–5 December 2026 · Zurich & Swiss Alps

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