Family office / wealth planning
Our experts aim to maintain and increase values over generations. We bring order to complex asset structures and support your family with asset management and all administrative tasks.
- Comprehensive and individual advice for the family
- Asset and pension planning
- Financial management
- Assistance in the development of an asset strategy
- Consolidations
- Coordination of professionals such as lawyers, insurance consultants, tax experts, external asset managers
- Coordination of professionals such as lawyers, insurance consultants, tax experts, external asset managers
CONTACT
CONTACT YOUR TRUSTEE
OPENING HOURS
Monday to Friday
8 a.m. to 5.30 p.m.
or by appointment
ADDRESS
Vertex Treuhand AG
Rigiweg 21A
6343 Holzhäusern / Zug
Switzerland