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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichPrivate Finance, AG für Finanzplanungen und Vermögensanlagen
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Private Finance, AG für Finanzplanungen und Vermögensanlagen

Summary

About the company

The core activity of Private Finance AG is independent financial consulting and wealth management for private individuals. The services include in particular: Financial planning and wealth concepts, sustainable tax planning and tax optimization, consulting in the following special areas: pension planning, wealth structuring, liquidity planning, provision and insurance, real estate and mortgage consulting, participations and financing. Establishment and management of foundations, trusts and family offices, succession planning (company valuation, restructuring, sale, liquidation), insurance concepts for companies. The company works with selected partner companies and does not have its own investment products.

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Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered10
Financial planning concepts
Individual financial planning concepts and wealth concepts for private individuals, aligned with personal goals, life stages, liquidity, securities portfolio and total assets.
Investment strategy consulting
Definition and development of investment strategies, aligned with the clients’ financial situation, objectives and required liquidity needs.
Financial planning reports
Detailed financial planning reports with tables, charts and explanations of the assets situation, income and expenses, development of wealth and investment structure.
Action planning
Plans of measures with scheduling of the steps to be initiated to achieve the defined financial goals.
Wealth investments via partner companies
Implementation of the agreed investment strategy via specialised partner companies; securities administration is carried out by selected asset management companies.

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Location

Baslerstrasse 52
8048 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.065.644
Founded
2001 · 25 years
Last commercial register change
July 8, 2022
Employees
1 to 10

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