Services

  • Comprehensive financial consultancy - including complex corporate structures

  • Investment advisory and asset management

  • Portfolio consulting as well as the development and drafting of expert opinions and analyses

  • Real estate and financing consultation

  • Arranging financing solutions (mortgages, Lombard loans, etc.)

  • Pension advice and planning

  • Tax consultation for natural persons in Switzerland

  • Succession planning, inheritance consultation, and executor mandates

  • Development of insurance concepts

  • Assistance in domestic and off-shore company foundations

  • Arranging third-party services (fiduciary services, real estate transactions and management, tax and legal advice, insurance solutions, etc.)

  • Consulting and successful implementation of succession concepts for independent asset managers