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DirectoryFinance & InsuranceFiduciary OfficesZurichAltrana Advisory AG
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Altrana Advisory AG

Summary

About the company

The core activity of Altrana Advisory AG is the provision of services in the field of wealth management, particularly for families and companies. This includes corporate services, corporate finance, family office and governance, charities and philanthropy as well as real estate.

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Products & services

Industry:Fiduciary Offices
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Corporate Services
Gründung und Registrierung von Gesellschaften, internationale Unternehmensstrukturen, Tax Compliance, Verwaltungs- und Administrationsaufgaben sowie Buchhaltung und Jahresabschlüsse.
Corporate Finance
Beratung bei Transaktionen auf Käufer- und Verkäuferseite, Bewertung, Transaction Services, M&A-Beratung, Businesspläne und Private-Equity-Investitionen.
Family Office and Governance
Einrichtung von Family Offices, Family Strategy und Values, Nachfolgeplanung, Wealth Planning sowie Committees und Entscheidungsprozesse.
Charities and Philanthropy
Gründung, Verwaltung und Strukturierung von Charities und gemeinnützigen Strukturen, Compliance, Steuerbefreiung sowie Beratung zu Ausschüttungen und Investitionen.
Real Estate
Kauf und Verkauf von Immobilien, Verwaltung und Finanzierung von Liegenschaften sowie Bau von neuen Immobilien.

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Location

Stockerstrasse 50
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-447.795.372
Founded
2022 · 4 years
Last commercial register change
July 11, 2025
Employees
1 to 10

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