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DirectoryFinance & InsuranceExternal Asset ManagementBottmingenVermögenspartner am Schloss GmbH
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Vermögenspartner am Schloss GmbH

Summary

About the company

Vermögenspartner am Schloss GmbH provides wealth advisory services for private clients, including asset structuring, investment and insurance reviews, and real-estate related advice. Its services also cover succession and estate matters, tax and legal coordination, and administrative support in estate cases.

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Products & services

Industry:External Asset Management
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Wealth management advice
Analysis and optimisation of the private wealth sphere, asset structure and investment concepts; second opinion on bank proposals, stock analyses, insurance analysis as well as real-estate advice.
Tax and legal matters
Tax returns, review of tax assessments and payment administration; general tax and legal clarifications, financial and retirement planning, relocation, and support with disputed correspondence.
Succession and estate matters
Retirement planning, asset transfer and succession planning, preparation of a will, advance power of attorney, emergency instructions, advance directive, execution of the will and estate administration.
Administrative support
Set-up and management of office and filing structures, correspondence, payment processing, deadline monitoring, liquidity management, invoices, appointment coordination, and technical office support.

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Location

Felixhäglistrasse 18
4103 Bottmingen

At a glance

Legal form
Limited Liability Company
UID
CHE-205.710.328
Founded
2021 · 5 years
Last commercial register change
August 9, 2021
Employees
1 to 10

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