MIC Invest AG provides independent wealth and portfolio management services and financial planning for private clients, families and entrepreneurs. Services include wealth consolidation, succession planning, real estate management, tangible-asset investments, foundation establishment and tax and legal advisory.
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Individual wealth management with tailor-made strategies, a holistic view of assets, personal support and a long-term orientation.
Portfolio Management
Tailor-made investment strategies for individual portfolios, globally diversified, using a core-satellite approach and focusing on Switzerland, Europe and the USA.
Financial planning
Holistic financial planning including asset structuring, tax planning, retirement planning, succession and legal structuring for long-term goals and preservation of wealth.
Philanthropy
Foundation setup, support for charitable projects and development of philanthropy strategies to implement individual social goals.
Wealth Consolidation
Consolidation of global assets across banks, structures and jurisdictions into a single overview for decision support, risk and tax coordination.
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