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Clavis Partners AG

Summary

About the company

The company's core activity is independent asset management, in particular the provision of services in the areas of Wealth Management, Banking Services, Financial Solutions, Institutional Structuring and Family Office for private and institutional clients.

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Offering

Products & services

Industry:External Asset Management

✓ Offered5

Wealth management

Wealth management for private and corporate clients, with investment advisory, portfolio management, bank account opening with partner banks and consolidated management across multiple banks.

Family Office

Family office services for families and companies, covering tax and accounting matters, international financing for real estate, yachts and aircraft, as well as concierge support.

Bank services

Connection to Swiss and international banks and brokers, with private banking and corporate banking, payment transactions, credit lines, treasury services and a multi-bank setup.

Financial solutions

Financial planning, accounting and taxes, succession planning, relocation, trusts and foundations, luxury car lending, as well as mortgage solutions in Switzerland and internationally.

Institutional structuring

Tax-optimized structuring of assets and succession, family governance, European and offshore funds, actively managed certificates, as well as holdings and SPVs.

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Clavis Partners AG

About the company

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Clavis Partners AG

About the company

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