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DirectoryFinance & InsuranceFiduciary OfficesZurichCJC Heilmann Private Office AG
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CJC Heilmann Private Office AG

Summary

About the company

CJC Heilmann Private Office AG provides private office and fiduciary services. Its services include administration, asset consolidation and performance monitoring, tax and legal advice, fiduciary and family office services, finance and accounting, philanthropic services, risk management and assistance with travel, insurance, yacht management, private equity and real estate investments.

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Products & services

Industry:Fiduciary Offices
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✓ Offered5
Tax advice
Tax returns, conditions, assessments, invoices and deadline extensions; support with tax-law issues and tax advice for private clients.
Finance & accounting
Accounting, annual financial statements, VAT matters, payroll issues and other tasks in finance and accounting.
Family Office
Confidential management of all matters in the private office, including administration, asset consolidation, asset performance monitoring, philanthropic services and risk management.
Business consulting
Advisory services for complex corporate structures, succession planning and restructurings for companies.
Retirement and estate planning
Advice on wills, mandates in case of incapacity and advance healthcare directives, as well as on personal retirement and estate-planning wishes.

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Location

Schifflände 22
8001 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-498.933.756
Founded
2019 · 7 years
Last commercial register change
August 11, 2026
Employees
1 to 10

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