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DirectoryFinance & InsuranceFinancial ServicesZurichSquare Consulting AG
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Verified· 3 sources

Square Consulting AG

Summary

About the company

The core activity of Square Consulting is the provision of services in the field of wealth management, including: * Wealth management (Wealth Management) * Investment advice (Investment Services) for private equity, real estate investments, crypto investments and ESG (Environmental, Social and Governance) * Tax and estate planning (Tax & Estate Planning) * Reporting and analysis (Reporting & Analysis) The company offers individually tailored solutions for families and high net worth individuals to preserve and increase their wealth in the long term.

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Offering

Products & services

Industry:Financial Services
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Wealth management
Individually tailored wealth management with long-term asset management, portfolio management, diversification, risk management and ongoing monitoring.
Investment advisory
Personal investment advisory with tailored investment strategies, recommendations for equities, bonds, private equity, real estate, crypto investments and ESG.
Tax and estate planning
Tax strategies and estate planning for the transfer of assets, including tax optimization, inheritance planning, gifting strategies and succession arrangements.
Consolidated reporting and analysis
Consolidated reports and analyses on assets, accounts, real estate and investments, with performance, risk and asset allocation assessments.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

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Location

Hier entsteht die Karte
Rämistrasse 3
8001 Zurich
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:30
Thu
09:00 - 17:30
Fri
09:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-218.285.837
Founded
2018 · 8 years
Last commercial register change
September 5, 2025
Employees
1 to 10

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