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DirectoryFinance & InsuranceFiduciary OfficesZurichUPW Consulting GmbH
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UPW Consulting GmbH

Summary

About the company

UPW Consulting GmbH provides advisory services in financial and tax matters and assistance with estate planning and advance directives. Services include tax advice for private individuals, support in preparing advance directives and estate arrangements, and access to asset management services through partner Swiss Wealth Consulting AG.

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Products & services

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✓ Offered3
Timely Self-Determination
Advance directive for personal care and estate planning, support with timely self-determination and questions relating to personal provision.
Taxes
Support for private individuals in tax-law matters, in particular with tax-related concerns and the classification of tax issues.
Asset Management
Independent, comprehensive and personal advice in the management of assets via Swiss Wealth Consulting AG.

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Location

Dufourstrasse 24
8008 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-416.221.810
Founded
2024 · 2 years
Last commercial register change
February 21, 2024
Employees
1 to 10

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