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DirectoryBusiness & Technical ServicesManagement ConsultingZollikonVinga / Erling Järsvall Unternehmens- und Finanzberatung
Vinga / Erling Järsvall Unternehmens- und Finanzberatung Logo
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Vinga / Erling Järsvall Unternehmens- und Finanzberatung

Summary

About the company

Vinga / Erling Järsvall Unternehmens- und Finanzberatung provides financial consulting and asset management services, including asset protection, value appreciation and performance and cost optimization. Services include asset testing, risk-profile creation, investment strategy development, succession planning and tax optimization through partnerships with specialist firms.

AI-generated
Offering

Products & services

Industry:Management Consulting
✓ Offered4
Wealth advisory and portfolio management
Wealth assessment, creation of a risk profile and development of a strategy, ongoing performance monitoring as well as portfolio management and adjustments according to client specifications.
Tax optimization
Optimization of income, wealth, capital gains, gift and inheritance taxes as part of wealth preservation and strategic planning.
Succession planning
Succession planning for long-term wealth management, including preparation and implementation of the transfer of assets to the next generation.
Fee and cost optimization
Cost reduction thanks to partnerships with banks, as well as the use of optimized fee structures and discounts for client mandates.
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Location

Rotfluhstrasse 91
8702 Zollikon

At a glance

Legal form
Sole proprietorship
UID
CHE-110.277.785
Founded
2003 · 23 years
Last commercial register change
February 16, 2023
Employees
1 to 10

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