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DirectoryFinance & InsuranceExternal Asset ManagementZurichATU General Trust (Schweiz) AG
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ATU General Trust (Schweiz) AG

Summary

About the company

The company's core activity is wealth management and structuring for private individuals and companies, including services such as financial planning, tax consulting, legal consulting, incorporation and management of companies, accounting and auditing, as well as asset management and controlling.

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Products & services

Industry:External Asset Management
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12
Wealth structuring and financial planning
Wealth structuring and financial planning for private assets; development of a wealth strategy based on financial goals, risk profile, investment horizon, place of residence and legal and tax framework conditions.
Wealth management
Independent wealth management for demanding private clients and institutional investors; needs analysis, investment strategies, portfolio structuring and regular reporting.
Family Office
Family Office services for large family assets; generation-spanning advisory, planning, administration and protection of wealth distributed worldwide, as well as coordination of private and business matters.
International tax advisory and tax planning
International tax advisory and tax planning for wealth-management structures and companies; tax strategies, double tax treaties, relocation of the registered office, lump-sum taxation, withholding tax and tax returns.
Incorporation and administration of companies, foundations and trusts
Incorporation and administration of companies, foundations and trusts; choice of legal form and jurisdiction, board and management mandates, representation before authorities.

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Location

Wilfriedstrasse 7
8032 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.619.844
Founded
2008 · 18 years
Last commercial register change
May 22, 2025
Employees
1 to 10

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