The company aims to manage assets and provide administrative, financial, legal, and strategic services for the benefit of a specific family and persons and companies close to it. This includes, in particular, asset management, investment advice, coordination of external advisors, real estate management, succession planning, and support in legal and tax matters. Excluded are activities that require authorization from the Swiss Financial Market Supervisory Authority (FINMA). The company may establish branches and subsidiaries in Switzerland and abroad and invest in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, dispose of, and manage real estate in Switzerland and abroad. It may also provide financing for its own or third-party account and provide security for the liabilities of affiliated companies.
Outbound Leads by COHAGA