To provide, in Switzerland and abroad, all advisory and service activities in the fields of family wealth planning and succession planning (family office), financial consolidation, wealth and succession engineering, asset management, excluding financial management, for private and commercial clients, excluding any professional activity under the federal laws on combating money laundering and terrorist financing (LBA), financial services (LSFin) and financial institutions (LEFin), and to offer all global services of a legal, tax, logistical, administrative, economic, operational, fiduciary or other nature. The company may engage in any financial, commercial or industrial activity, movable or immovable, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in all companies having a direct or indirect relationship with its purpose; grant loans or guarantees to associates or third parties, if it serves its interests.
Outbound Leads by COHAGA