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DirectoryFinance & InsuranceFiduciary OfficesLausanneFDZ Famille & Patrimoine SA
FDZ Famille & Patrimoine SA Logo
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FDZ Famille & Patrimoine SA

Summary

About the company

The core activity of FDZ is to provide services as a Family Office, including: investment and wealth management, legal advice and structuring, tax planning and optimization, succession planning and design. The company thus offers comprehensive consulting and support for families in managing and preserving their wealth across generations.

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Products & services

Industry:Fiduciary Offices
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✓ Offered8
Family advisory
Family governance, family charter, wealth transfer, participation in family meetings, succession planning and appointment as executor.
Tax and pension advisory
Comprehensive tax planning, tax returns, negotiation of specific tax regimes, succession planning and personalised pension plans.
Family business advisory
Business consulting, structuring, fiduciary services, risk management, financing, business transfer, restructuring, MBO and liquidation.
Family Office services
Administrative management, payroll management, tax returns, tax planning, real estate advice and succession advice for wealthy families.
Family holding company
Creation and management of family holdings, centralisation of assets, tax optimisation, family governance and shareholders’ agreement.

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Location

Avenue de Rosemont 5
1006 Lausanne

At a glance

Legal form
Corporation
UID
CHE-100.174.304
Founded
1970 · 56 years
Last commercial register change
May 20, 2026
Employees
1 to 10

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