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DirectoryFinance & InsuranceFamily OfficesZurichPilotage Private Wealth AG
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Pilotage Private Wealth AG

Summary

About the company

Pilotage Private Wealth AG provides wealth, asset and investment management services for international private clients and families, with a focus on US citizens living abroad. Services include discretionary and advisory investment mandates, asset administration and custody management, advanced tax and estate planning, and private office advisory such as structuring, capital and corporate solutions.

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Products & services

Industry:Family Offices
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Private Wealth
Investment consulting, advanced planning and relationship management for international affluent private clients; investment management, asset administration, asset servicing and custody management with document, compliance and reporting functions.
Wealth Management
Discretionary and advisory investment mandates, multi-asset and multi-currency strategies, asset administration, asset servicing, consolidated reporting, and oversight of third-party managers and illiquid investments.
Financial Planning
Financial planning for internationally mobile affluent families; pension strategies, reporting requirements, tax-advantaged strategies, wealth transfer, asset protection, legacy planning and adaptation to cross-border life situations.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Tödistrasse 48
8002 Zurich
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:30
Thu
09:00 - 17:30
Fri
09:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-222.457.478
Founded
2013 · 13 years
Last commercial register change
August 25, 2025
Employees
1 to 10

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