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DirectoryFinance & InsuranceFiduciary OfficesZugUlmenast AG
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Ulmenast AG

Summary

About the company

The core activity of Ulmenast AG is the provision of fiduciary, commercial and tax advisory services. This includes, among other things: commercial and business consulting, tax consulting, asset management and optimization, real estate consulting, family office services, business planning and consulting, and support for corporate restructuring and acquisitions. The company offers its clients a comprehensive range of services to achieve their business and financial goals.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered7
Trust, Commercial and Tax Advisory
Trust, commercial and tax advisory for Swiss companies; accounting, personnel management, tax advice, pension consulting as well as fiduciary and foundation services as needed.
Family Office
Family Office solutions for asset analysis, for optimizing the structure and for a consolidated view of investments with support from selected partners.
Real Estate Advisory
Real estate advisory for assessing the actual and legal conditions of individual properties or real-estate assets as well as for monetization with a view to a sale.
Wealth and Asset Management Services
Wealth- and asset-management services in collaboration with partners for clients with complex wealth structures and investments.
Structured Products Advisory and Setup
Advisory and setup of structured products within the framework of partner services and wealth analysis.
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Location

Baarerstrasse 11
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-102.717.084
Founded
1972 · 54 years
Last commercial register change
November 30, 2023
Employees
11 to 20

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