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DirectoryFinance & InsuranceFiduciary OfficesWollerauCJC 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, including family office solutions. Services include administration, asset consolidation and performance monitoring, tax and legal advice, fiduciary and risk management services, plus concierge services such as travel arrangements, insurance coordination, yacht and real estate management and support for private equity investments.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered5
Tax advisory
Tax returns, rulings, assessments, invoices and extensions of deadlines; support with issues of tax law and handling of the tax return.
Finance & accounting
Bookkeeping, annual financial statements, VAT-related matters, payroll questions and other tasks in finance and accounting.
Family Office
Confidential handling of all private matters by a fiduciary team when running the private office becomes more time-consuming.
Business consulting
Advisory on complex company structures, succession planning and restructuring; personal support for companies.
Planning & estate advisory
Advisory on wills, mandates in case of incapacity and advance directives, as well as on personal needs and wishes in the area of planning and estate matters.
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Location

Färberstrasse 7
8832 Wollerau
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
Branch
UID
CHE-225.095.093
Founded
2021 · 5 years
Last commercial register change
April 9, 2026
Employees
1 to 10

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