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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingUnterentfeldenATG Allfinanz & Treuhand Group AG
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ATG Allfinanz & Treuhand Group AG

Summary

About the company

The core activity of ATG Allfinanz & Treuhand is the provision of services in the field of financial and wealth planning, including: pension planning, financial planning, tax consulting, retirement planning, marital and inheritance law, investment consulting, real estate financing, and trust and consulting services. As an independent allfinanz and trust company, the company offers these services and sees itself as a reliable companion in planning and structuring the finances of its clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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Retirement planning
Retirement planning from age 50, clarification of capital or pension drawdown, early retirement, financial situation after retirement and finding individual solutions on a fee basis.
Financial planning
Financial planning from age 30, analysis of the overall financial situation, savings potential, tax burden and planning life in old age with individual, concept-based solutions.
Tax advisory
Tax advisory for individuals and companies, tax returns, tax planning, optimization opportunities, VAT issues, as well as support with annual financial statements and relevant tax matters.
Retirement provision advisory
Retirement provision advisory to analyze the provision situation, check benefit gaps in cases of disability or death, identify overinsurance and align coverage with personal and family needs.
Matrimonial and inheritance law
Matrimonial and inheritance law with analysis of the family’s protection, arrangement of a will, inheritance contract and power of attorney for welfare, and support until the templates are completed.
Investment advisory
Investment advisory with consideration of finances in context, portfolio analysis for existing investments and review of asset structure, return potential and investor profile.
Fiduciary services
Fiduciary services for SMEs including financial accounting, payroll accounting, annual financial statements, a cloud solution for bookkeeping and support with business start-ups.
Consulting
Business-related consulting for business owners on retirement planning, succession solutions, matrimonial and inheritance law, legal forms, restructuring and insurance management.
Real estate financing
Real estate financing as financial advisory for property financing, integrated into Allfinanz advice.
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Location

Marchweg 6
5035 Unterentfelden

At a glance

Legal form
Corporation
UID
CHE-100.740.959
Founded
2000 · 26 years
Last commercial register change
September 25, 2024
Employees
11 to 20

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