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DirectoryFinance & InsuranceExternal Asset ManagementLucerneBlue Mountain Wealth Management AG
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Blue Mountain Wealth Management AG

Summary

About the company

Blue Mountain Wealth Management AG provides wealth management and family office services for wealthy private clients, families and entrepreneurs. The firm advises on portfolio management, strategic asset allocation, succession planning, tax optimization and international wealth planning.

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Products & services

Industry:External Asset Management
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3
Wealth Management
Independent wealth management with strategic asset allocation, tailored to investment objectives, risk profile and horizon; including reporting and monitoring of discretionary and non-discretionary mandates.
Family Office Services
Comprehensive coordination of financial affairs, tax optimization, estate planning and multi-generational succession for worldwide wealth.
Strategic Advisory
Guidance on complex financial matters, business transitions, philanthropic structures, international wealth planning and analysis of liquid and illiquid investments.
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Location

Schädrütihalde 9
6006 Lucerne

At a glance

Legal form
Corporation
UID
CHE-215.176.293
Founded
2026 · 0 years
Last commercial register change
July 16, 2026
Employees
1 to 10

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