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DirectoryFinance & InsuranceExternal Asset ManagementZurichThe Wealth Office AG
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The Wealth Office AG

Summary

About the company

The core activity of the company 'The Wealth Office' is wealth management, i.e. the management of assets for affluent private individuals. This includes individual and independent services such as the development of tailored investment ideas, the solution of specific financial challenges and the creation of comprehensive financial plans.

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Products & services

Industry:External Asset Management
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Wealth management
Individual wealth management with strategic asset allocation, active management and advisory services, ongoing monitoring and regular, client-specific reporting.
Family-Office-Services
Family-Office-Services for affluent individuals and families, with personal support, discretion and assistance in handling financial matters.
Estate planning and wealth structuring
Estate planning and wealth structuring to simplify financial planning and protect assets for future generations, including solutions via partner organizations such as trusts and foundations.
Asset consolidation and financial reporting
Asset consolidation and financial reporting with a global overview of bankable and non-bankable assets, including liabilities, as well as consolidated analysis in a client-specific report.
Services for entrepreneurs
Services for entrepreneurs for the establishment or structuring of business activities, support in corporate finance and with the setup and administration of companies, private-label funds and other structures.
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

Kämbelgasse 6
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.666.111
Founded
2009 · 17 years
Last commercial register change
December 8, 2023
Employees
1 to 10

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