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DirectoryFinance & InsuranceExternal Asset ManagementLuganoFOS4U SA
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FOS4U SA

Summary

About the company

FOS4U SA is a family office and asset management company. It provides wealth management and advisory services, including succession, tax, real estate and corporate advisory support.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management for clients’ and families’ liquid assets, including risk alignment, portfolio analysis, asset allocation monitoring and personalised reporting.
Family Office Advisory
Family office advisory for family wealth, with preparation, role definition, coordination of external specialists and tailored solutions for financial, family and organisational needs.
Banking and Financial Advisory
Banking and financial advisory with review of banking products, value-for-money checks, expert coordination and regular information for clients and families.
Succession and Tax Planning
Succession and tax planning for private clients and entrepreneurs, provided as a specialised ancillary service with external professionals.
Real Estate Advisory
Real estate advisory for wealth matters and family-related structuring, offered as a specialised service with external professionals.
Insurance and Pension Advisory
Insurance and pension advisory as specialised support for family wealth and personal financial planning.
Corporate and Shareholding Advisory
Corporate and shareholding advisory for acquisitions, disposals and generational transfer, with strategic support for companies and participations.
Philanthropic Advisory
Philanthropic advisory for creating and managing a foundation with charitable or benevolent aims.
Private and Business Relocation to Switzerland
Private and business relocation to Switzerland as specialised support for settlement and location transfer.
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Location

Via F. Pelli 13b
6901 Lugano

At a glance

Legal form
Corporation
UID
CHE-196.465.895
Founded
2013 · 13 years
Last commercial register change
March 4, 2024
Employees
1 to 10

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