Partners across
generations
You value a partner who supports you and your family with foresight – today and for generations to come.
As an experienced Swiss family office, we assist international clients with the highest standards of professionalism and reliability in managing their financial affairs with focus and diligence, while preserving and growing wealth over time.
With independent advice, personal dialogue on equal footing, and access to selected investment opportunities, we provide guidance in complex decisions and create sustainable value as a trusted partner – for you, your family, and future generations.
Philosophy
Partnership
A family office is above all a matter of trust.
As an individual or family, we accompany you on your journey – with a clear focus on the sustainable preservation and prudent growth of your wealth for generations to come. Our work as a trusted partner is defined by discretion, diligence, and a truly personal dialogue.
Individuality
Every individual and every family is unique – and their strategy should reflect that individuality.
We develop independent solutions that extend beyond financial matters, embracing personal, family, and entrepreneurial aspects in a holistic and coherent manner.
Perspective
Our ambition is to identify compelling investment opportunities with foresight and to create enduring perspectives for your future.
The foundation for this is our long-standing experience in financial markets, active monitoring of market developments, and an established network of recognized experts with deep technological understanding.
Our two partners from BODEWISE COTTONFIELD, Julian and Philip recognised early on what is important to be able to serve their clientele in a sustainable and satisfactory manner. With their refreshing and healthy approach to the task, there can only be a successful future.
Dr. h.c. Dipl.-Ing. (ETH) Willi Liebherr
President of the governing board of Liebherr-International AG
Services
Navigating the twists & turns of life
Challenges and opportunities often go hand in hand. Different life stages, evolving family dynamics, and entrepreneurial decisions require foresight.
As a Swiss family office, we support international clients in navigating complex environments, enabling clarity and well-informed decisions. For each family, we develop tailored solutions that integrate all relevant dimensions and align with your specific circumstances.
Our commitment is to cultivate long-term relationships built on trust, continuity, and an open, personal dialogue.
Strategy & Governance
In an increasingly dynamic world, having a trusted and independent advisor is essential. We act consistently in the best interests of our clients and avoid potential conflicts.
With clear objectives and a focus on long-term value, we work alongside you to develop robust structures for family, business, and wealth. The result is a reliable framework that provides clarity and direction, enabling well-informed decisions.
Succession, Tax & Law
Succession presents every family with particular challenges. The transition between generations has far-reaching implications for the business, its stakeholders, and the family itself.
We support our clients in making key succession decisions and guide them through every phase of the process, developing tailored solutions aligned with the specific family context, the next generation, and the relevant legal and tax frameworks.
Private Family Office Services
Our aim is to relieve our international clients of administrative and organizational responsibilities, enabling them to focus on what matters most.
We take on a wide range of everyday tasks and support the structured organization of key matters – from payment processing and document management to the development of contingency and long-term planning solutions.
Team
As a dynamic and experienced team of professionals, we assist you in managing your financial matters with focus and diligence while preserving and growing your wealth over time. In doing so, we dedicate time to understand your personal circumstances, objectives, and the needs of your family in a holistic way.
Through independent advice, personal dialogue on equal footing, and access to selected investment opportunities, we provide guidance and create sustainable value – for you, your family, and future generations.
Team Members
After graduating from a renowned Swiss sports high school, where he completed his commercial qualifications, in parallel with training for competitive golf, Julian Boaden entered the world of banking. Initially engaged as a client advisor for Credit Suisse, located in St. Moritz, Davos and Zurich, Julian has accumulated more than 15 years experience in asset management. This with HSBC Private Bank and Rahn+Bodmer Co., both headquartered in Zurich. The qualified banking economist HF, is highly regarded as a specialist for entrepreneurial families. Outside of banking, Julian enjoys playing golf and values art and culture. He finds most inspiration in exploring nature, especially in its purest, untouched form.
Boards of Directors
After graduating from a renowned Swiss sports high school, where he completed his commercial qualifications, in parallel with training for competitive golf, Julian Boaden entered the world of banking. Initially engaged as a client advisor for Credit Suisse, located in St. Moritz, Davos and Zurich, Julian has accumulated more than 15 years experience in asset management. This with HSBC Private Bank and Rahn+Bodmer Co., both headquartered in Zurich. The qualified banking economist HF, is highly regarded as a specialist for entrepreneurial families. Outside of banking, Julian enjoys playing golf and values art and culture. He finds most inspiration in exploring nature, especially in its purest, untouched form.
Advisory Board
Advisor, Art Advisory
News
All the latest news- Nov 1, 2025
Bodewise and Cottonfield Family Office join forces
The two multi-family offices Bodewise and Cottonfield Family Office will merge on 1 January 2026 and will operate jointly under the name ‘Bodewise Cottonfield Family Office AG’ in future. The merger will strengthen the company's independence and joint strategic development in the long term.
Read article - Jul 1, 2025
More than 3 years of Bodewise AG - entrepreneurial thinking, long-term support
More than three years of Bodewise AG. What began as a shared vision of Philip Weis and Julian Boaden has evolved into a dynamically growing company with clear values and a dedicated team of seven, shaped by organic growth and a consistent focus on quality, foresight, and substance.
Read article
Our global network of world-class experts and advisors are critical contributors to our partnership
Contact form
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