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DirectoryBusiness & Technical ServicesManagement ConsultingZimmerwaldKalenberg Consulting
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Kalenberg Consulting

Summary

About the company

The core activity of Kalenberg Consulting is the independent consulting and auditing of assets and liabilities for private individuals. The focus is on reviewing and optimizing the customer's asset situation, including the evaluation of bank recommendations, fees and agreements. The asset controller provides an independent second opinion and advises clients on asset investment and management issues.

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Products & services

Industry:Management Consulting
✓ Offered6
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Wealth advisory
Independent assessment of investment assets and debts, second opinion on the financial position, analysis of the investment situation and suggestions for optimization.
Wealth controlling and reporting
Periodic monitoring, consolidated individual reporting and preparation of the results of the wealth investments according to the clients’ information needs.
Advice on banks and asset managers
Advice on selecting suitable banks and asset managers, including comparison and selection in Germany, Switzerland and other countries.
Bank negotiations
Conducting negotiations with the bank and the asset manager and implementing recommendations with respect to the bank, if desired jointly or on your own.
Inheritance planning
Advice on inheritance planning as well as on planning matters in successions, foundations and other asset-related matters.

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Location

Brunnacker 21
3086 Zimmerwald

At a glance

Legal form
Sole proprietorship
UID
CHE-115.006.408
Founded
2009 · 17 years
Last commercial register change
July 28, 2022
Employees
1 to 10

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