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DirectoryFinance & InsuranceExternal Asset ManagementBaselKAUFMANN, WUNDERLIN & PARTNER AG
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KAUFMANN, WUNDERLIN & PARTNER AG

Summary

About the company

The core activity of Kaufmann, Wunderlin & Partner is independent wealth management for private individuals domiciled in Switzerland, Swiss-law foundations, and real estate. They offer individual consulting and support in all financial matters and needs, with the goal of generating long-term added value for their clients.

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Industry:External Asset Management
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Asset Management
Independent asset management and investment advice within structured mandate relationships; long-term investing, asset allocation and consolidated reporting.
Multi-family office support for private individuals with Swiss domicile
Support for affluent private individuals domiciled in Switzerland with regard to asset investment, taxes, insurance, retirement planning, real estate, succession and care in old age.
Tax Advisory
Advice on all tax matters, proactive tax planning and support for in-depth clarifications by involving tax specialists or lawyers.
Succession Planning
Advice on matrimonial property and inheritance law matters, drafting of marriage and inheritance agreements and wills, and, if requested, acting as executor.
Retirement Planning Advisory
Analysis and development of measures for retirement provision and independent advice when reviewing benefits from asset or risk insurance.
Care in Old Age
Support in the last stage of life with an advance care mandate and advance power of attorney to ensure personal and asset care in case of incapacity.
Real Estate Advisory
Valuation, change of use and renovation of properties as well as support and monitoring of complex real estate transactions and financing matters.
Real Estate Valuation
Personal market value determination of houses and apartments as a basis for purchase price, sale price and financing.
Real Estate Sale and Purchase Mandates
Handling of purchase and sale transactions across Switzerland, including price negotiations, coordination of external parties and support until signature.
Property Search
Execution of search assignments, surveying of the regional real estate market on site, as well as discussions and negotiations with agents, intermediaries and authorities.
Real Estate Financing Advisory
Advice and support for financing, selection of suitable financing instruments and assistance until contract signing.
Foundation Advisory and Foundation Asset Management
Advisory support for charitable foundations; assistance with investment regulations, mandate tenders, risk monitoring and reporting.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
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PProvenExpertSoon

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Location

Falknerstrasse 35
4001 Basel

At a glance

Legal form
Corporation
UID
CHE-116.132.671
Founded
2010 · 16 years
Last commercial register change
January 6, 2025
Employees
1 to 10

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