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DirectoryFinance & InsuranceExternal Asset ManagementMaienfeldMARCEL DOSCH FAMILY OFFICE AG
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MARCEL DOSCH FAMILY OFFICE AG

Summary

About the company

The core activity of Marcel Dosch Family Office is wealth management and consulting for private individuals, companies and foundations. This includes wealth planning, wealth management, real estate and art object consulting, as well as the provision of reporting and consolidation services. The company offers comprehensive wealth management, including needs analysis, investment support and ongoing monitoring of investments.

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Offering

Products & services

Industry:External Asset Management
✓ Offered7
Wealth advisory
Analysis and concept for private individuals, companies and foundations; proactive guidance regarding wealth, investments, risk profile and long-term strategy.
Wealth management
Consolidation of assets, investment controlling and ongoing review of the investments with respect to the risk profile and the long-term strategy.
Reporting and consolidation
Consolidation of assets and regular reporting so that clients keep an overview of their wealth.
Real estate advisory
Support throughout the evaluation, purchase, financing and furnishing of houses and apartments; assistance with legal and tax matters through the network.
Art advisory
Search and brokerage of works of art, old masters, contemporary art, special pieces of furniture and classic cars in collaboration with art experts.
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Location

Bungertweg 14
7304 Maienfeld

At a glance

Legal form
Corporation
UID
CHE-218.557.160
Founded
2014 · 12 years
Last commercial register change
September 22, 2014
Employees
1 to 10

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