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DirectoryFinance & InsuranceFunds & Investment CompaniesZollikonVinga / Christian Järsvall Financial Consulting
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Vinga / Christian Järsvall Financial Consulting

Summary

About the company

Vinga / Christian Järsvall Financial Consulting provides financial consulting and family office services focused on asset management, risk profiling and strategy development. It also offers tax optimization, succession planning and collaborates with partner banks to optimize fees and costs.

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Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered4
Wealth Management
Wealth management with wealth assessment, risk profile creation, strategy development, ongoing performance monitoring, portfolio management, and adjustments in response to market changes.
Tax Optimization
Optimization of income, wealth, capital gains, gift and inheritance taxes as part of wealth protection and long-term wealth planning.
Succession Planning
Succession planning for long-term wealth management, including preparation and implementation of the transfer of assets to the next generation, as well as appropriate structures to avoid financial impacts and conflicts.
Cost Reduction
Cost reduction through partnerships with banks and optimized fee structures, to enable clients to benefit from discounts in wealth management.
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Location

Rotfluhstrasse 91
8702 Zollikon

At a glance

Legal form
Sole proprietorship
UID
CHE-321.945.356
Founded
2014 · 12 years
Last commercial register change
May 18, 2020
Employees
1 to 10

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