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DirectoryFinance & InsuranceExternal Asset ManagementZurichHolland Parc AG
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Holland Parc AG

Summary

About the company

Holland Parc AG is an independently managed wealth management consultancy. The company advises multi-generational families, business owners and trustees on wealth preservation, investment oversight, reporting, due diligence and the coordination of banking, tax and legal matters.

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Products & services

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Financial Services
✓ Offered4
Wealth management consultancy
Wealth management consultancy for multi-generational families, business owners and trustees; portfolio analysis, fee optimisation, custodian bank selection, investment strategy, reporting and consolidation.
Family services
Family services for coordinating banking, tax and legal affairs; multi-generational financial education, philanthropic planning and support for family wealth coordination.
Reporting & consolidation
Consolidated asset overviews across bank accounts, financial assets, real estate, art and other asset classes; performance tracking, cash flow analysis, cost monitoring, planning and budgeting.
Manager due diligence
Manager due diligence for private markets and hedge funds; targeted, customised solutions aligned with investment strategy and objectives.
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Location

Bellevueplatz 5
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-162.829.628
Founded
2020 · 6 years
Last commercial register change
October 10, 2023
Employees
1 to 10

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