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DirectoryFinance & InsuranceFamily OfficesArni AgcapQon AG
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capQon AG

Summary

About the company

capQon AG is a multi-family office specializing in holistic advice and management of family wealth, applying research from behavioral finance. It acts as a personal CFO for families, representing their interests toward banks, asset managers and product providers, and provides planning, structuring, implementation, ongoing monitoring and coordination with legal and tax advisors.

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Products & services

Industry:Family Offices
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Multi Family Office
Comprehensive advisory and management of family wealth; planning, structuring, implementation and monitoring of investments as well as coordination with banks, wealth managers, legal and tax advisors.
Behavioral Finance Advisory
Advisory and wealth steering based on behavioral finance findings; structured strategy development, consideration of heuristics and biases, and long-term implementation for family wealth.
Investment Planning and Structuring
Analysis of the wealth situation and requirements; development of a suitable investment strategy for the wealth.
Implementation Support for Investment Strategies
Implementation of the investment strategy; selection of a bank, wealth manager or investment product.
Wealth Monitoring and Reporting
Continuous monitoring of assets; regular reports on developments, costs and compliance with the investment strategy.
Optimising Real Estate Financing
Optimisation and negotiation of real estate financing as part of family wealth advisory.
Coordination of External Advisors
Coordination with network partners such as attorneys and tax advisors; relief and support for families in coordinating.
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Location

Oberfeldring 7
8905 Arni Ag

At a glance

Legal form
Corporation
UID
CHE-311.269.967
Founded
2019 · 7 years
Last commercial register change
January 28, 2025
Employees
1 to 10

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