Family Office Advisory

Where Private Capital
Meets Deep Expertise

Advisory services for family offices and private investors: from curated deal flow in deeptech and life sciences to M&A support, technical due diligence, and investment-grade recommendations.

Led by Dr. Agnes Zoller, board advisor to several family offices.

"Family offices deserve the same quality of technical and commercial insight that institutional investors command, without the friction of large advisory firms. We built this practice to fill exactly that gap."

— InnoGrant Advisors

01

Curated Deal Flow

We source, screen, and present investment opportunities specifically tailored to your mandate across deeptech, life sciences, chemicals, industrial technology, and private equity in Switzerland and Europe. Quality over quantity: every opportunity we present has been rigorously evaluated by our sector experts.

DeeptechLife SciencesChemicalsIndustrial TechnologyPrivate Equity
02

Technical Due Diligence

Our team of applied scientists and industry specialists conducts in-depth technical assessments of target companies. We evaluate IP portfolios, technology readiness levels, competitive moats, regulatory pathways, and scalability, providing investors with the technical clarity to act with confidence.

IP AssessmentTechnology ReadinessCompetitive AnalysisRegulatory ReviewScalability
03

Investment Reports & Recommendations

We produce structured, actionable investment memoranda and board-ready reports that synthesise our technical, commercial, and market findings into a clear recommendation. Our reports are designed for sophisticated investors who need precision, not noise.

Investment MemorandaBoard ReportsMarket AnalysisRisk AssessmentBuy/Hold/Sell Recommendation
04

M&A Advisory

We advise family offices during mergers and acquisitions in the innovation economy. From target identification and valuation to structuring, negotiation, and post-merger integration. We bring the technical and sector expertise to make every transaction count.

Target IdentificationValuationDeal StructuringNegotiationPost-merger Integration

Why InnoGrant for Family Office Advisory?

Deep Sector Expertise

Our team combines scientific, engineering, and business expertise across deeptech, life sciences, chemicals, and industrial sectors, giving you genuine technical judgment rather than surface-level analysis.

Swiss & European Network

Based in Zurich, we have built an extensive network of founders, researchers, VCs, and institutions across Switzerland, Germany, Austria, the UK, and the EU, giving you access to proprietary deal flow.

Boutique Attention

You work directly with our senior principals on every engagement. No junior analysts, no outsourced research, no generic templates. Every report and recommendation is crafted by us, for you.

Integrated Advisory

We combine deal sourcing, technical due diligence, and M&A advisory in a single relationship, eliminating coordination friction between advisors and giving you a coherent, consistent view.

Ready to discuss your investment mandate?

We typically work with a small number of family offices at any given time to ensure the highest quality of service. Reach out to explore whether we are the right fit.