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DirectoryFinance & InsuranceFiduciary OfficesSteinhausenSunstone Vermögen & Treuhand AG
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Sunstone Vermögen & Treuhand AG

Summary

About the company

The core activity of SUNSTONE VERMÖGEN & TREUHAND AG is the provision of trust and family office services, including individually tailored asset management and administration for clients.

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Products & services

Industry:Fiduciary Offices
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7
Fiduciary services
Accounting, annual financial statements, real estate management, company formation, domiciliation and secretarial services, as well as board and trustee mandates.
Tax consulting and tax optimization
Tax consulting, tax strategies, tax agreements, optimization of the tax burden, and preparation of the tax return, including deadlines, extensions and tax apportionments.
Asset management
Conservative and long-term asset management with convertible bonds, high-yield bonds, structured products, and controlling with partners.
Financial planning
Individual financial plan for building a house, marriage, children, career changes, early retirement, financing, provision and tax optimizations.
Equity stake management
Monitoring and direct full-scale or supporting management of direct equity stakes by experienced professionals.

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Location

Turmstrasse 28
6312 Steinhausen

At a glance

Legal form
Corporation
UID
CHE-109.872.969
Founded
2002 · 24 years
Last commercial register change
May 12, 2021
Employees
1 to 10

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