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DirectoryFinance & InsuranceFamily OfficesZurichBAUMGARTNER ADVISORY AG
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BAUMGARTNER ADVISORY AG

Summary

About the company

BAUMGARTNER ADVISORY AG is an independent multi-family office providing wealth, estate and tax planning as well as trust and legal services. Its service scope includes family governance, M&A and company formation, real estate and private equity services, insurance solutions and project management, including accounting and reporting.

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Products & services

Industry:Family Offices
✓ Offered6
Wealth Management
Reporting including consolidated reporting and accounting, overviews of assets across all asset classes, strategic asset allocation, and selection of suitable wealth managers.
Estate, wealth and tax planning
Estate and inheritance planning, succession planning, international legal and tax regulations, structuring the transfer of assets, tax optimization, trusts, foundations, wills and estate administration.
Legal advice
Legal advice for Swiss and international clients on mergers and acquisitions, contracts, banking and finance, employment law, real estate, as well as estate, marital and inheritance law matters.
Real estate
Purchase, sale and management of residential and commercial properties, villas, castles and islands, as well as structuring, acquisition and valuation of real estate portfolios.
M&A, company formations, business consulting
Formation, administration and management of companies, partnerships, holding structures and projects, as well as advice on commercial distribution, mergers and acquisitions, IPOs and going private.

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Location

Othmarstrasse 8
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-482.925.952
Founded
2014 · 12 years
Last commercial register change
April 7, 2014
Employees
1 to 10

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