The core business of "zürisee finanz ag" encompasses the areas of taxes, assets and real estate, with a focus on individual consulting and personal support.
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Industry:Fiduciary Offices
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Tax advice and tax planning, annual tax returns, interim tax returns in case of moving in or out or death, capital gains tax on real estate, and inheritance and gift taxes.
Wealth and investment advisory
Wealth and investment advisory, wealth building, investments in precious metals, succession planning, advice on wills and inheritance and execution of wills.
Real estate brokerage and management
Sale, purchase, management and financing of properties; sale with public or discreet marketing, active search, purchase negotiations and management of multi-family and single-family houses and apartments.
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