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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.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
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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