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DirectoryFinance & InsuranceFinancial ServicesZugMILLIUS FINANCE CONSULTING (MFC)
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MILLIUS FINANCE CONSULTING (MFC)

Summary

About the company

The core activity of MILLIUS FINANCE CONSULTING (MFC) is the provision of financial consulting services, particularly the combination of financial planning with life planning. This includes services such as financial planning, pension planning, tax planning, asset planning, and estate planning for private clients, as well as the development and establishment of all-financial departments, mandate management, and coaching for business clients in the financial sector.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered9
Financial planning
Holistic financial planning for private clients with analysis of assets, real estate, retirement provision, taxes and estate planning, as well as a measures plan and retirement planning.
Retirement provision planning
Retirement provision planning in the 2nd and 3rd pillars with analysis of retirement provision documents, optimisation options, risk cover and planning for retirement and homeownership.
Real estate advisory
Financial planning and advisory for real estate with budget and liquidity planning, mortgage comparison, amortisation, tax implications, valuations and questions regarding succession.
Tax planning
Tax planning and tax advisory with tax optimisation, preparation and review of tax returns, and topics relating to income, assets, real estate, retirement provision and succession.
Wealth planning
Wealth planning with analysis of assets, liabilities, income and expenses, liquidity and wealth simulation, as well as assessment of existing securities portfolios.
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Location

Riedmatt 34
6300 Zug

At a glance

Legal form
Sole proprietorship
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UID
CHE-447.153.771
Founded
2018 · 8 years
Last commercial register change
March 13, 2023
Employees
1 to 10

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