Hofmann Private
Built by a Swiss private banker

Your own private bank.
Without the $5 million minimum.

Everything the wealthy get from their relationship manager: one view of everything you own, a sharp eye on your risks, and a beautifully prepared review every quarter. Now for your household.

Free during the founding period. No card required.

Household net worth
$1,284,500
+ $38,200 this quarter
Brokerage & retirement$612,000
Home equity$448,000
Cash$142,500
Digital assets$82,000
Your banker noticed
$142,500 is sitting in cash earning 0.4%. That is about 11 months of spending, well above your 6-month target.
Sample household for illustration

What a private bank gives its clients

Hofmann Private recreates the four things that make private banking feel different, and packages them for an ordinary household.

One consolidated view
Banks, brokers, pensions, property and crypto in a single statement, updated daily.
A relationship manager
An AI banker that knows your whole picture, explains it in plain words and is there at any hour.
The quarterly review
A printed-quality report on where you stand, what changed and what deserves your attention.
The family vault
Wills, policies and account details, plus a clear plan for your family if something happens to you.
Every quarter

The review meeting, delivered to your inbox

At a private bank, clients sit down with their banker four times a year. Hofmann Private prepares the same review for you: performance, allocation, risks and the questions worth asking.

  • Net worth and performance by account
  • Allocation against the mix you chose
  • Concentration, cash drag and fee checks
  • Upcoming dates: renewals, contributions, deadlines
Quarterly Wealth Review
Q3 2026
Net worth
$1.28M
Quarter
+3.1%
Year to date
+8.7%
Allocation
Investments 48%Property 35%Cash 11%Digital 6%
Download the full sample report (PDF)

How it works

01
Connect your accounts
Read-only links to your banks and brokers. Add property and anything else by hand.
02
Meet your banker
A short onboarding on your goals, timeline and comfort with risk, just like a first client meeting.
03
Get your first review
Your opening wealth review arrives within a day, then every quarter after that.

Simple pricing

Private
$19 / month
or $149 a year
Consolidated view
AI relationship manager
Quarterly wealth review
Document vault
Family Office
[YOUR PRICE]
for the whole household
Everything in Private
Up to 4 family members
Estate and legacy plan
Priority access to new features