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DirectoryFinance & InsuranceFiduciary OfficesMontagnolaHNWI Planning SA
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HNWI Planning SA

Summary

About the company

The core activity of HNWI Planning is succession planning and wealth allocation for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI). The company offers specialized services such as analyzing generational wealth transfer, creating succession plans, and managing wealth for families and businesses.

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Location

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Via Sart 10
6926 Montagnola

At a glance

Legal form
Corporation
UID
CHE-216.556.480
Founded
2020 · 6 years
Last commercial register change
March 4, 2024
Employees
1 to 10

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