WE ARE BERGOS-CROSSROAD

Achieving this balance may not align with your daily responsibilities, expertise, or passions. This is where a family office’s capabilities become invaluable.

Whether you have built wealth through entrepreneurship, are safeguarding family capital, or preparing to take on new responsibilities, you are faced with complexity.

Acting as a trusted partner, a family office helps you navigate the interplay of family, business, and legacy with clarity and confidence.

IntroducingBergos-Crossroad / Enterprise and Family Solutions

Kreuzstrasse sign

Built on the heritage of centuries-old private banking, tracing its origins to the world’s second-oldest bank founded in 1590, Bergos-Crossroad combines tradition with innovation and expertise. The name Crossroad is a homage to our home at Kreuzstrasse, Zurich.

Our Enterprise and Family Solutions are shaped by the experience of our entrepreneurial owners – prominent Swiss and German business leaders. Our dedicated advisors work closely with you to design and implement tailored solutions that address your needs and priorities, calling on our trusted network of specialists when needed.

We aspire to earn your confidence and advise you in a holistic manner in your endeavours and activities. We believe in holistic, long-term partnership – supporting you today, tomorrow, and beyond your generation. Recognizing that younger family members often seek their own path, we empower the next generation through education, advice, and engagement.

Bergos-Crossroad is independent from Bergos Private Bank, being a client of the bank is no precondition for engaging with us. However, we operate on the FINMA-licenced platform of a full service Swiss private bank, guaranteeing highest standards of discretion, governance, and risk management.

Kreuzstrasse sign

OUR SOLUTIONS

Our mission is to support entrepreneurial families in managing complexity with clarity, ensuring continuity across generations, and strengthening cohesion and control. Whether your focus is business, wealth, or family matters, we develop bespoke solutions – grounded in discretion, independence, and your values.

We provide full visibility across all your assets, enabling you to oversee your wealth effortlessly. With discretion being a core value, we serve as your shield against unwanted attention, delivering peace of mind and freeing up your time so that you can focus on what truly matters to you.

THREE AREAS OF EXPERTISE

WORKING ASSETS
WORKING ASSETS
  • Holding Structure and Governance
  • Succession Planning
  • Network Access and Introduction
PRIVATE ASSETS
PRIVATE ASSETS
  • Strategic Asset Allocation
  • Manager Search
  • Monitoring, Controlling and Reporting
FAMILY INTERESTS
FAMILY INTERESTS
  • Family Governance
  • Succession Planning, Legacy, and Heritage
  • Personal Projects and Hobbies

and more…

Our service offering will be tailored to each individual client, also
specifically to the needs and interests of the Next Generation.

education
education
NETWORKING
NETWORKING
INVESTMENTS
INVESTMENTS

How we work

Our partnership begins with trust. We invest time in understanding your circumstances, aspirations, and challenges – mapping your assets, relationships, and responsibilities to create a clear foundation.

Together, we identify priorities, define objectives, and design actionable strategies. With access to a broad network of experts, we engage the right capabilities to meet your needs.

We accompany you throughout the process – overseeing implementation, managing projects, and providing regular updates. Whether as advisors, facilitators, or operators, we are fully committed to delivering results, efficiently and with care.