Impegno & Partners AG, Zurich

Family Office

Proactive advice and support for all financial matters relating to current and future overall wealth; including family governance, liquidity and financial planning, law, taxes, pension provision, insurance and estate planning.

Comprehensive wealth advisory

Creation of a comprehensive wealth statement and overall wealth strategy; includes investment assets, pension assets, real estate, mortgages, companies, equity interests, liquidity planning and regular consolidation.

Investment asset advisory

Development and implementation of an investment concept based on the overall wealth strategy; including a risk budget, hedging strategies, selection of wealth managers, asset managers and custodian bank, as well as fee negotiations.

Pension wealth advisory

Development and implementation of a pension wealth concept; choice of the pension institution, personal investment strategy in the pension fund, 1E pension solution, tax-optimised lump-sum withdrawal strategy and risk cover.

Financing advisory

Analysis of existing financing solutions and loan agreements; development of a debt financing strategy, optimisation of equity and negotiations with banks, insurance companies, pension institutions and mortgage providers.

Mortgage advisory

Analysis and optimisation of mortgage structures; taking into account overall wealth, real estate strategy, liquidity planning, pension capital, interest rate hedging, repayments and contract negotiations.

Advisory on other types of credit

Analysis of financing needs, discussion of possible credit and financing forms, preparation of the loan application and negotiations with banks, insurance companies and other financing providers.

Pension advisory

Personal pension analysis in the event of disability or death; comparison of pension benefits with needs, identification of over-insurance and gaps, as well as premium and contract negotiations.

Insurance advisory

Analysis of existing personal and property insurance policies; assessment of over-insurance and coverage gaps, price-to-performance comparison, premium comparison and negotiations with providers.

Legal advisory

Analysis of inheritance law circumstances, drafting of marriage contracts, wills and inheritance agreements, estate divisions, execution of the will, as well as an advance directive for incapacity and a patient directive.

Tax advisory

Tax advisory for individuals for income, wealth, inheritance, gift and capital gains on real estate taxes; for legal entities and international tax matters with network partners.

Real estate advisory

Analysis and valuation of real estate portfolios, development of real estate strategies, off-market access, planning and implementation of new-build, conversion and renovation projects, as well as discreet sale management.

Impegno & Partners AG

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Impegno & Partners AG

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