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DirectoryFinance & InsuranceExternal Asset ManagementLucerneD & F Consult AG
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D & F Consult AG

Summary

About the company

D & F Consult AG provides independent financial and tax advisory services to private clients and companies, focusing on tax, wealth and pension planning as well as comprehensive family office services. The firm also arranges and manages external financing, including mortgages and project financing, and cooperates with selected asset managers and banking partners.

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Offering

Products & services

Industry:External Asset Management
✓ Offered7
Family Office
Holistic, comprehensive financial support including tax advice and representation, wealth building, retirement planning, construction projects, debt financing, marriage and inheritance agreements, succession planning and will execution.
Asset Management
Cooperation with bank-independent, professional asset managers; own asset management only for long-standing, existing clients via D&F Vermögensverwaltung AG.
Tax Advisory and Tax Representation
Tax advice and representation within the Family Office, including support in overall financial planning.
Wealth Planning
General wealth and retirement planning with proposals for wealth building, as well as support and monitoring in implementation.
Mortgages
Debt financing and mortgages for properties or projects, including clarification of financing options.
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Location

Sälihalde 7
6005 Lucerne

At a glance

Legal form
Corporation
UID
CHE-100.862.752
Founded
1996 · 30 years
Last commercial register change
October 16, 2019
Employees
1 to 10

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