The verdict in three sentences
In Zug, a wealth manager or family office redesign costs roughly CHF 18,000 to 45,000 with a local agency in 2026, while Kolonell's fixed grid is CHF 2,700, 4,500 or 8,200, delivered in 3 to 4 weeks once content is ready. For a firm serving founders, commodity trading executives and digital asset entrepreneurs, the most underestimated part of the project is the enquiry form: what it collects, where the data goes and when it is deleted. Treat the form as a data protection decision under the revised Federal Act on Data Protection (nLPD), keep regulatory pages reachable through a 301 redirect map, and the redesign stays low risk.
What should a public enquiry form collect, and what must it never collect?
Many older sites in Zug, Baar and Cham ask prospects for far too much: estimated wealth, source of funds, custodian bank, sometimes a passport scan. None of this belongs in a public web form. Onboarding and due diligence happen later, through secure channels your compliance team controls. The nLPD, in force since 1 September 2023, expects data to be collected for a clear purpose and in proportion to it; GDPR also matters if you target residents of the EU.
| Field | Decision | Reason |
|---|---|---|
| Name | keep | needed to reply |
| Email or phone | keep one, the other optional | one contact channel is enough |
| Preferred language (EN, DE) | keep | routes the enquiry to the right person |
| Short message | keep, with a hint not to share financial details | context without sensitive data |
| Estimated assets | drop | belongs in a later, secure conversation |
| Custodian bank, account numbers | drop | never in a public form |
| Passport or ID upload | drop | onboarding only, through a secure channel |
| Consent checkbox and privacy link | keep | transparency on purpose and retention |
How long should enquiry data be kept, and where?
The law does not hand you a single retention period for web enquiries; the firm sets one, documents it and applies it. The table below is an example policy to adapt with your compliance officer.
| Data | Where it lives | Example retention set by the firm | Who deletes it |
|---|---|---|---|
| Form submission (email copy) | firm mailbox | 12 months if no relationship starts | office manager |
| Form submission (server copy) | hosting database | 30 days, then purged automatically | configured at build |
| Spam and abandoned submissions | hosting database | 7 days | automatic |
| Analytics data | analytics tool, IP anonymised | 14 months | tool setting |
| Newsletter subscriptions | mailing tool | until unsubscribe | automatic |
| Enquiries that become clients | CRM, then onboarding file | per the firm's client file policy | compliance |
Document these choices in the privacy notice and in your internal processing records. This is not legal advice.
What budget should you plan in Zug, over three years?
Ballpark 2026 ranges from typical agency quotes and public rate pages, for a 15 to 30 page site in English and German. Ongoing care for agencies and freelancers is a market assumption, not a quote.
| Option | Build | Ongoing care per year (market assumption) | 3-year total |
|---|---|---|---|
| Zug or Zurich agency | CHF 18,000 to 45,000 | CHF 2,400 to 6,000 | CHF 25,200 to 63,000 |
| Freelancer | CHF 6,000 to 15,000 | CHF 1,200 to 3,000 | CHF 9,600 to 24,000 |
| Kolonell Starter | CHF 2,700 | on quote after the 3 included months | CHF 2,700 plus care on quote |
| Kolonell Growth | CHF 4,500 | on quote after the 3 included months | CHF 4,500 plus care on quote |
| Kolonell Premium | CHF 8,200 | on quote after the 3 included months | CHF 8,200 plus care on quote |
Premium is the multilingual tier, languages set in the quote; most Zug firms choose English as the main language with German alongside. Every tier includes a project manager reachable in the Swiss time zone, native English or French copywriting, delivery in 3 to 4 weeks and 3 months of support. See the international offer for tier details.
Timeline and risk register
Week 1: scoping, URL inventory from Search Console and a crawl, form and retention decisions. Week 2: mockups and build. Week 3: migration of insights, team bios and regulatory pages (legal notice, regulatory status, complaints procedure, fee information), then compliance sign-off of every page, which usually takes 3 to 10 internal days. Week 4: 301 redirects, form tests, go-live and new sitemap in Search Console.
| Risk | Likelihood | Mitigation | Owner |
|---|---|---|---|
| Search ranking loss on old URLs | high without a map | full URL inventory, 301 map, 404 monitoring for 6 weeks | Kolonell |
| Form keeps sending data to an old mailbox | medium | test every route before go-live | Kolonell and office manager |
| Old submissions left on the server | medium | purge the old database at switch-over | firm, with Kolonell |
| Marketing copy implies returns | low but serious | compliance reads every page, FinSA rules applied generally | compliance |
| Portal or custodian login links broken | medium | list and test each link | Kolonell |
| Downtime during DNS switch | low | switch outside office hours, TTL lowered 48 hours before | Kolonell |
What stays on quote: a client portal (never rebuilt inside a fixed-grid site), any custodian or CRM integration, secure document exchange, and market data feeds.
Questions to ask any provider: where is form data hosted and for how long, who can read it, is a data processing agreement provided, who owns the domain and hosting accounts, and how are old submissions deleted at switch-over.
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When is a local agency the better choice?
A Zug or Zurich agency fits better if the redesign is part of a wider rebrand with on-site workshops, if you need a secure client document exchange or an onboarding flow integrated with your CRM, or if your compliance team wants the provider physically present for reviews. Plan CHF 30,000 and more, and 10 to 14 weeks.
Mini case study
Illustrative example. Stefan Keller runs a boutique discretionary portfolio manager in Baar. His current enquiry form has 14 fields, including estimated assets and custodian bank. The redesign reduces it to 6 fields.
- 8 fewer data points per enquiry. At about 10 enquiries a month, that is 8 × 120 = 960 fewer sensitive data points stored per year.
- Kolonell Premium, English and German (the multilingual tier, languages set in the quote): CHF 8,200
- Independent German proofreader for the regulatory pages (third-party cost): CHF 600
- Total: CHF 8,800, against a local agency quote of CHF 38,000.
Schedule: one week to agree the retention policy internally, then 4 weeks of project work.
FAQ
How much does a family office website redesign cost in Zug?
Around CHF 18,000 to 45,000 with a local agency, 2026 ballpark. Kolonell's fixed grid is CHF 2,700, 4,500 or 8,200.
Can we still ask for estimated assets in the form?
It is better not to. A 6-field form is enough to start a conversation, and asset details belong in secure onboarding.
How long should we keep enquiries?
The firm sets and documents the period. Many choose around 12 months for enquiries that do not lead to a relationship, with automatic purges on the server after 30 days.
Is the client portal part of the redesign?
No. The site links to it, but the portal itself is on quote. The fixed-grid site is delivered in 3 to 4 weeks.
Do we need German and English?
For a Zug firm with international clients, usually yes. That is Premium at CHF 8,200, the multilingual tier, languages set in the quote.
Let's scope your project. A redesign with a lean enquiry form, documented retention and a 301 map, from CHF 2,700 to 8,200, live in 3 to 4 weeks. See the international offer or request a free quote: detailed reply within 48 hours.
Mohamed Bah
Fondateur, Kolonell
Passionate about digital and entrepreneurship in Africa, Mohamed has been helping Sénégalese businesses with their digital transformation since 2020. Founder of Kolonell, he believes every SME deserves a professional and accessible online présence.
