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DirectoryFinance & InsuranceExternal Asset ManagementStansInstitut für Vermögenssicherung AG
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Institut für Vermögenssicherung AG

Summary

About the company

The company 'Institut für Vermögenssicherung' is a consulting firm specializing in asset protection and management for private individuals and companies. The core activities include: Asset consulting and management for private individuals and companies, Product development and implementation for financial service providers, Marketing and sales consulting for financial service providers, Strategic consulting for companies expanding into new markets, and Legal and tax consulting for asset structuring. The company thus offers a comprehensive range of services aimed at optimizing asset protection and management for private individuals and companies, and supporting the business activities of financial service providers.

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Products & services

Industry:External Asset Management
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✓ Offered11
Family Office
Family office services for international families and individuals; financial generational planning, advisory support and ongoing care, management of real estate as well as arranging trips and study stays.
Asset Protection
Asset security and wealth protection with legally sound solutions; safeguarding the preservation and coherence of assets, monitoring external advisors and supporting on liability and access issues.
Wealth Structuring
Structuring of assets for international wealth holders; analysis of complex situations, consolidation of assets and development of suitable structures in Switzerland and abroad.
Wealth Transfer and Succession
Advisory support for timely planning of the transfer of wealth; guidance on succession matters, safeguarding the beneficiaries and discreet assistance with sensitive transfer topics.
Wealth Planning
Wealth planning with selection of the appropriate setup, advice on investments with a view to a later division and preparation of an optimal investment plan.

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Location

Spichermatt 11a
6370 Stans

At a glance

Legal form
Corporation
UID
CHE-203.628.822
Founded
2018 · 8 years
Last commercial register change
April 1, 2025
Employees
11 to 20

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