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WM Focus SA

Summary

About the company

WM Focus SA provides wealth management, family office optimization and corporate strategy consulting. Services include financial planning, assessment and monitoring of asset managers, the strategic assessment methodology (SAM) and support for M&A and succession processes, coordinating specialists on tax, legal and risk matters.

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Products & services

Industry:Sealing & Insulation

✓ Offered4

Financial planning

Financial planning for private assets and a family business, with comprehensive analysis, tax and insurance situation, succession, protection and growth of assets, mortgages and future cash flows.

Wealth management

Wealth management tailored to the risk profile, cash flow and personal preferences, with selection of asset managers and a custodian bank, continuous monitoring and open architecture.

Advisory for company management and administration

Advisory for company management and administration for strategic planning, operations, human resources, controlling, organisation, governance, marketing, procurement, financing, risk, M&A and succession.

Family office services

Family office services to optimise the main financial segments, coordinate specialists, integrate private and business aspects and provide a single point of contact.

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WM Focus SA

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WM Focus SA

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