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DirectoryFinance & InsuranceExternal Asset ManagementCrans-MontanaFlorian & Partners AG
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Florian & Partners AG

Summary

About the company

The core activity of Florian & Partners is private wealth management and succession planning for affluent families. The company offers modern financial expertise and traditional values such as trust and discretion to protect and grow its clients' assets.

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Offering

Products & services

Industry:External Asset Management
✓ Offered3
Asset management
Discretionary management of assets with strategic asset allocation, portfolio management, ongoing monitoring and rebalancing, and coordination with banks.
Succession and wealth structuring
Design of an efficient transfer of wealth to the next generation, aligning the financial wishes of the family head with the needs of the heirs.
Family Wealth Solutions
Tailored solutions for family wealth, aligned with personal and family financial preferences, with input from bankers, lawyers, trustees and accountants.
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Location

Rue du Poïèt 15
3963 Crans-Montana

At a glance

Legal form
Corporation
UID
CHE-113.051.680
Founded
2017 · 9 years
Last commercial register change
June 24, 2026
Employees
1 to 10

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