swisspartners AG is a financial services firm offering wealth management and fiduciary and tax services, together with complementary real estate, insurance, financial planning and family office services.
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Individual wealth management for international private clients, including asset management, advisory and execution mandates, consolidated wealth reporting, risk analysis and ongoing portfolio monitoring.
Financial Planning
Comprehensive financial planning for individuals and entrepreneurs, with long-term planning, wealth organisation, implementation support, tax planning and estate planning.
Family Office
Comprehensive family office services with a 360° view of wealth, analyses, documentation of structure and ownership arrangements, succession and estate planning, as well as digital access to assets via ONE by swisspartners.
Trust & Tax
Trust and tax services for affluent private individuals and entrepreneurs, including bookkeeping, payroll accounting, tax advisory, business transfer and relocation services.
Real Estate
Real estate solutions including initial letting and property management, consulting and analysis, project development, purchase, sale and brokerage, as well as renovations.