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DirectoryFinance & InsuranceFamily OfficesZurichBAUMGARTNER FAMILY OFFICE AG
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BAUMGARTNER FAMILY OFFICE AG

Summary

About the company

BAUMGARTNER FAMILY OFFICE AG is an independent multi-family office providing integrated services to high-net-worth clients, including wealth, estate and tax planning, legal and trustee services, and family governance. The firm also advises on M&A and company formation, private equity, real estate transactions and management, insurance solutions, project management, accounting and reporting, and philanthropic matters, and does not offer discretionary asset management to avoid conflicts of interest.

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Industry:Family Offices
✓ Offered12
Wealth Management
Reporting and accounting, strategic asset allocation, selection of asset managers; overviews of assets worldwide, including non-bankable assets such as private equity, real estate and art.
Estate, wealth and tax planning
Estate and inheritance planning, succession planning, structuring the transfer of assets, tax optimization, tax arrangements, trusts, foundations, wills and execution of wills.
M&A, company formations and business consulting
Incorporation, administration and management of companies, partnerships, holding structures and projects; advice on M&A, IPOs, going private, transaction documentation, compliance and valuations.
Fiduciary services
Selection of suitable fiduciary or foundation structures, fiduciary administration, an active administrative role as trustee, collaboration in foundations or corporate structures.
Legal advisory
Swiss-focused legal advice for businesses and private clients; M&A, contracts, banking and financial services, employment law, real estate, estate planning, prenuptial agreements, wills, trusts and foundations.

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Location

Othmarstrasse 8
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.147.575
Founded
2009 · 17 years
Last commercial register change
December 9, 2014
Employees
1 to 10

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