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DirectoryFinance & InsuranceExternal Asset ManagementZugIMM Wealth Management AG
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IMM Wealth Management AG

Summary

About the company

The core activity of IMM Wealth Management AG is the provision of wealth management and family office services for affluent families and individuals. This includes in particular: Planning: Definition of a wealth strategy tailored to individual needs and goals; Implementation: Selection and appointment of suitable financial institutions, investment managers and other service providers; Monitoring: Continuous monitoring of service providers and provision of an ongoing overview of the assets. The company thus offers comprehensive services for the management and administration of assets.

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Industry:External Asset Management
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✓ Offered12
Wealth management and family office services
Asset management and family office services for affluent families and private individuals, broken down into planning, implementation and monitoring.
Investment advice and asset allocation
Investment advice, risk profile analysis and asset allocation with selection and implementation of the appropriate mix of liquid, illiquid, capital market and non-capital market investments.
Company, trust and foundation structures
Advisory and establishment of offshore companies, trusts and foundations for succession planning and tax optimisation in various jurisdictions.
Tax and legal advisory
Support with tax and legal questions via an international network of legal and tax specialists.
Estate planning
Estate planning for the tax-optimised transfer of assets to the next generation, with support from legal and tax specialists.

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Location

Poststrasse 30
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-114.717.139
Founded
2009 · 17 years
Last commercial register change
April 14, 2023
Employees
11 to 20

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