The company aims to provide comprehensive consulting and services of all kinds in the field of wealth, estate and financial planning for larger families, both as a group and for their individual members or their assets, in connection with national and international aspects of organization, coordination, administration, evaluation, communication, analysis, strategy, general (including tax) optimization and control, due diligence tasks and compliance, as well as general monitoring and assumption of interface functions with external service providers. The company may assume board of directors, foundation board and trustee mandates, manage assets of all kinds and provide investment advice, establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, assume representations, enter into all transactions and conclude contracts that may be suitable to promote the purpose of the company, or that are directly or indirectly related to it, provide financing for its own account or for the account of third parties, grant guarantees and sureties for subsidiaries and third parties, and acquire, manage, hold and sell real estate.
Outbound Leads by COHAGA