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DirectoryFinance & InsuranceFinancial ServicesBaselHolistify Capital AG
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Holistify Capital AG

Summary

About the company

The company Holistify Capital AG offers Family Office Services that focus on wealth management and supporting entrepreneurs and business owners. The core activities include Wealth Management (Wealth 3.0 Management), Corporate Insights (Corporate 3.0 Insights), and Family Office Services for Early Founders & Executives, Business Owners & Entrepreneurs.

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Industry:Financial Services
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✓ Offered5
Independent Family Office Services
Independent Family Office Services for HNW families, multi-generation families, entrepreneurs and early founders & executives; finance and health management, succession, governance, taxes and asset protection.
Wealth 3.0 Management
Wealth 3.0 Management with goals-based financial planning, personalised investment strategies, asset and tax planning, risk management, private banking coordination and integrated health planning.
Corporate Wealth 3.0 Management
Corporate Wealth 3.0 Management for companies and employees: financial planning, retirement provision, stock and options management, tax optimization, as well as executive checkups, workshops, fitness and health plans.
Wealth Management for Early Founders & Executives
Wealth Management for Early Founders & Executives with stock compensation management, early liquidity solutions, comprehensive financial planning, goal-based management and advisory services for growth, exit and succession.
Wealth Management for Business Owners & Entrepreneurs
Wealth Management for Business Owners & Entrepreneurs with pre-exit, exit and post-exit planning, cash-flow strategies, tax and succession planning, philanthropic planning and private banking coordination.

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Location

Thannerstrasse 5
4054 Basel

At a glance

Legal form
Corporation
UID
CHE-171.280.055
Founded
2022 · 4 years
Last commercial register change
November 21, 2024
Employees
1 to 10

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