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DirectoryFinance & InsuranceExternal Asset ManagementBaarTrianon Family Office AG
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Verified· 4 sources

Trianon Family Office AG

Summary

About the company

The company's core activity is wealth management for private clients, including investment advice, portfolio management and family office services. The company provides individual solutions for its clients' financial goals and needs, including investment strategies, risk management and long-term wealth planning.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management with strategic asset allocation, risk monitoring and diversification across asset classes, regions and themes; with strategic mandates and customised Private Selection.
Wealth architecture
Wealth architecture with asset structuring, a consolidated wealth overview and a wealth review; to align asset classes, participations and liquid funds according to strategic criteria.
Coordination & network
Coordination of banking, real estate and legal services; involvement of selected custodial banks as well as strategic support for real estate and legal matters.
Family Office & Governance
Family governance, retirement provision and generation planning; structuring responsibilities, decision-making processes and guidelines for assets across generations.
Retirement provision solutions
Retirement provision solutions with solutions for vested benefits portability, Pillar 3a and integration of succession matters into the overall wealth structure.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

February 10, 2023Media
Leo Wüst: «Grossbanken sind heute wie Call-Centers»
finews.ch

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Location

Hier entsteht die Karte
Bahnhofstrasse 9
6341 Baar
Opening hours
Mon
09:00 - 22:00
Tue
09:00 - 22:00
Wed
09:00 - 22:00
Thu
09:00 - 22:00
Fri
09:00 - 22:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-108.362.269
Founded
1995 · 31 years
Last commercial register change
March 25, 2025
Employees
11 to 20

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