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DirectoryFinance & InsuranceFamily OfficesBaselActiva Wealth AG
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Activa Wealth AG

Summary

About the company

The core activity of Activa Wealth AG is the provision of services in the field of international consulting and succession planning, particularly in the areas of inheritance and succession planning, Family Office and Family Governance.

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Products & services

Industry:Family OfficesFiduciary Offices
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International advisory and estate planning services
Personalised advice for individuals, families and globally oriented companies; legal review, balance sheet consolidation, tax compliance, accounting, asset reporting, estate and succession strategies, M&A support.
Estate and succession planning
Estate and succession planning with selection of suitable jurisdictions, coordination of asset structures, tax analysis, trusts, asset compliance, international migration and philanthropic advice.
Family office services
Family office support for family matters, administration of existing legal structures and investments, regular meetings to review processes and plan future projects.
Family Governance
Support for family governance with analysis of the generations, coordination of external service providers, implementation of family policy, family protocol, family council, legal framework conditions and succession planning.

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Location

Aeschenvorstadt 57
4051 Basel

At a glance

Legal form
Corporation
UID
CHE-194.161.438
Founded
2020 · 6 years
Last commercial register change
December 12, 2024
Employees
1 to 10

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