IAP Finanz AG provides independent financial advice and bespoke wealth-management and portfolio services. The firm also delivers fiduciary and trust services, succession planning and domiciliation/secretariat services for private clients, family offices, entrepreneurs and corporate clients.
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Industry:Holding Companies
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Investment advice, portfolio management and asset management with an investment mix tailored to the individual’s financial situation and risk tolerance; traditional, alternative and liquid investments as well as, on request, cryptocurrencies.
Succession planning and fiduciary services
Analysis of the financial situation, individual financial planning as well as estate and succession arrangements; fiduciary, mandate, company secretarial, administrative, nominee and estate executor services.
Registered office and secretarial services
Registered office and secretarial services for companies in Switzerland and abroad, including incorporation and administration, board or executive management mandates, bookkeeping, bank accounts and real estate support.
Sustainable asset management
Sustainable investment strategies considering economic, ecological and social aspects; development, implementation and administration of suitable structures as well as administrative tasks for non-profit organisations.
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