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DirectoryFinance & InsuranceExternal Asset ManagementZurichBirch Caring Families AG
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Birch Caring Families AG

Summary

About the company

Birch Caring Families AG is a wealth solutions provider focused on wealth structuring and wealth protection. The firm provides family‑office style services, tax and legal advisory, asset protection and sourcing of alternative investments under its Wealth Care concept.

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Products & services

Industry:External Asset Management
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Asset structuring and asset protection
Asset structuring, asset protection and wealth preservation for private and corporate clients; safeguarding assets with legal, tax and financial structuring solutions.
Wealth planning
Wealth planning to achieve personal, family and business goals; succession planning, estate planning, tax planning, financial engineering and structuring of worldwide assets.
Legal, tax and financial advisory
Legal, tax and financial advisory with integrated coordination of multiple specialist disciplines; support in the legal, fiscal and financial environment as well as with local and international requirements.
Risk management and risk mitigation
Risk management and risk mitigation for assets and companies; assessment and limitation of risks that may affect personal, family and business goals.
Investment Monitoring
Monitoring of investments and liquid assets; ongoing control and support of investments as part of the Wealth Care Concept.

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Location

Freischützgasse 3
8004 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.142.879
Founded
2009 · 17 years
Last commercial register change
June 26, 2020
Employees
1 to 10

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