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Independent Family Office Advisory

Your team

Simon R. Minder​

Family Office Advisor

In August 2020, Simon founded M76 to provide holistic and independent advice to families, single and multi-family offices.

He is a seasoned independent family office advisor with more than two decades of expertise in the family office sector. His primary role involves providing support to families and single-family offices, where he serves as a vital member of their investment committee, currently working for seven distinct families.

Furthermore, he extends his services by representing families as a dedicated member of the board of directors for their investments.

Beyond these core responsibilities, Simon specializes in guiding families through the establishment of their virtual or single-family offices. In this capacity, he plays a pivotal role in the selection of appropriate software solutions to streamline their operations.

Moreover, he lends his expertise to existing family offices by assisting them in the evaluation and, when necessary, replacement of their software solutions.

Before, he was a member of the executive board and the COO of a multi-family office in Zurich. At the same time, he served as an investment committee member in a single family office, which he continues to serve in his current role.

Simon holds a BBA with a major in accounting and controlling, MAS and MBA in management.

He is fluent in German and English

Simon Minder

Paula Mata

Office Manager

Paula is in charge of administration, accounting and controlling.

Paula holds a degree in psychology and an MBA, and has 15 years of experience in the communication, marketing and advertising sector, where she held executive positions in a number of companies and agencies.

She is fluent in Spanish as well as in German and English.

Paula Mata
Network

Best-in-class network

How we keep this promise

We have built up a broad network of industry specialists in the UHNWI sector.