Swiss Multi-Family Office Eyes AI Productivity Revolution

Tom Burroughes

20 January 2026

When the Zurich-based multi-family office and wealth manager but they are slow in adopting novel technologies,” referring to the wider wealth sector. That slowness gives Linvo an opportunity to stand out from the crowd. “Our staff are young and ambitious people.”

There are several challenges that AI tries to solve, such as “task tracking gaps” – client advisors sometimes miss taking notes on what their clients ask for. All client requests must be documented but a respective RM will not always make notes in a CRM system.

This business argues that using AI ensures that calls are answered immediately, 24 hours a day with SMS response capabilities; AI can analyse historical statements, income streams and transactions, and help prepare tax declarations. Another benefit, the firm says, is structuring assets and help with wealth planning. Over time, such technology can enable full automation.