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DirectoryFinance & InsuranceFamily OfficesWollerauGlobal Wealth Management Consulting GmbH
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Global Wealth Management Consulting GmbH

Summary

About the company

Global Wealth Management Consulting GmbH provides wealth planning and succession solutions for HNWI and UHNWI families, focusing on tax and estate planning. Services include the design, implementation and maintenance of charitable planning, relocation and family governance solutions, private equity, real estate and luxury-asset transactions, family office services, and support to banks and family offices in defining and implementing client wealth and tax planning while coordinating third-party providers.

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Industry:Family Offices
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Fiduciary Offices
✓ Offered3
Wealth planning solutions
Wealth planning solutions for design, implementation and maintenance of charitable planning, relocation, family governance, and structures for financial investments, real estate and luxury assets.
Family Office Services
Family office services including coordination of third-party providers, wealth consolidation, performance and objective reporting, compliance monitoring, and custodian bank and broker relationships.
Tax and wealth planning for banks and family offices
Design, implementation and maintenance of tax and wealth planning strategies for corporate clients in the financial sector, including banks, for their HNWI and UHNWI clients.

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Location

Wilenstrasse 6
8832 Wollerau

At a glance

Legal form
Limited Liability Company
UID
CHE-448.463.292
Founded
2019 · 7 years
Last commercial register change
June 21, 2024
Employees
1 to 10

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