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DirectoryConstruction & ArchitectureSealing & InsulationParadisoWM Focus SA
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WM Focus SA

Summary

About the company

WM Focus SA provides wealth management, family office optimization and corporate strategy consulting. Services include financial planning, assessment and monitoring of asset managers, the strategic assessment methodology (SAM) and support for M&A and succession processes, coordinating specialists on tax, legal and risk matters.

AI-generated
Offering

Products & services

Industry:Sealing & Insulation
✓ Offered4
Financial planning
Financial planning for private assets and a family business, with comprehensive analysis, tax and insurance situation, succession, protection and growth of assets, mortgages and future cash flows.
Wealth management
Wealth management tailored to the risk profile, cash flow and personal preferences, with selection of asset managers and a custodian bank, continuous monitoring and open architecture.
Advisory for company management and administration
Advisory for company management and administration for strategic planning, operations, human resources, controlling, organisation, governance, marketing, procurement, financing, risk, M&A and succession.
Family office services
Family office services to optimise the main financial segments, coordinate specialists, integrate private and business aspects and provide a single point of contact.
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Location

Via delle Scuole 11
6900 Paradiso

At a glance

Legal form
Corporation
UID
CHE-335.963.225
Founded
2024 · 2 years
Last commercial register change
March 11, 2024
Employees
1 to 10

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