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DirectoryFinance & InsuranceFinancial ServicesZurichswisspartners Xperts AG
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swisspartners Xperts AG

Summary

About the company

The company's purpose is to provide all services in the trust industry, in particular tax and corporate consulting, accounting and controlling. The company may establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, as well as conduct all business that is directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.

Commercial register, canton of ZH·As of October 27, 2025View on Zefix
Offering

Products & services

Industry:Financial Services
✓ Offered6
Trust & Tax
Trust services, tax consulting, payroll accounting, business transfers and relocation services for relocating your residence to Switzerland; plus real-estate services such as buying and selling, management and project supervision during construction.
Financial Planning
Long-term financial planning, wealth organisation, implementation support, tax planning and estate planning for private individuals and business owners.
Family Office
360° wealth review, individual analyses, documentation of ownership and structural relationships, succession and estate planning, as well as a digital wealth overview with ONE by swisspartners.
Real Estate
Initial letting and management, consulting and analysis, project development, purchase, sale and brokerage, as well as renovations for rental, commercial and condominium ownership.
Asset Management
Individual asset management with asset management, advisory and execution mandates, a consolidated wealth overview, risk analysis, investment process and ongoing portfolio monitoring.
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Location

Am Schanzengraben 23
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.059.847
Founded
2009 · 17 years
Last commercial register change
October 27, 2025
Employees
11 to 20

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