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DirectoryFinance & InsuranceExternal Asset ManagementZurichImpegno & Partners AG
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Impegno & Partners AG

Summary

About the company

Impegno & Partners AG is an independent family office and financial services provider that advises and supports families in structuring, analysing and managing their total wealth. Services include total-wealth analysis, investment and pension planning, insurance review, financing (including mortgages), real-estate advisory and legal/tax related support.

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Industry:External Asset Management
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12
Family Office
Proactive advice and support for all financial matters relating to current and future overall wealth; including family governance, liquidity and financial planning, law, taxes, pension provision, insurance and estate planning.
Comprehensive wealth advisory
Creation of a comprehensive wealth statement and overall wealth strategy; includes investment assets, pension assets, real estate, mortgages, companies, equity interests, liquidity planning and regular consolidation.
Investment asset advisory
Development and implementation of an investment concept based on the overall wealth strategy; including a risk budget, hedging strategies, selection of wealth managers, asset managers and custodian bank, as well as fee negotiations.
Pension wealth advisory
Development and implementation of a pension wealth concept; choice of the pension institution, personal investment strategy in the pension fund, 1E pension solution, tax-optimised lump-sum withdrawal strategy and risk cover.
Financing advisory
Analysis of existing financing solutions and loan agreements; development of a debt financing strategy, optimisation of equity and negotiations with banks, insurance companies, pension institutions and mortgage providers.

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Location

Tödistrasse 53
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-498.657.390
Founded
2023 · 3 years
Last commercial register change
December 8, 2025
Employees
1 to 10

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