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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementStansInstitut für Vermögenssicherung AG
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Institut für Vermögenssicherung AG

Summary

About the company

The company 'Institut für Vermögenssicherung' is a consulting firm specializing in asset protection and management for private individuals and companies. The core activities include: Asset consulting and management for private individuals and companies, Product development and implementation for financial service providers, Marketing and sales consulting for financial service providers, Strategic consulting for companies expanding into new markets, and Legal and tax consulting for asset structuring. The company thus offers a comprehensive range of services aimed at optimizing asset protection and management for private individuals and companies, and supporting the business activities of financial service providers.

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Products & services

Industry:External Asset Management
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✓ Offered11
Family Office
Family office services for international families and individuals; financial generational planning, advisory support and ongoing care, management of real estate as well as arranging trips and study stays.
Asset Protection
Asset security and wealth protection with legally sound solutions; safeguarding the preservation and coherence of assets, monitoring external advisors and supporting on liability and access issues.
Wealth Structuring
Structuring of assets for international wealth holders; analysis of complex situations, consolidation of assets and development of suitable structures in Switzerland and abroad.
Wealth Transfer and Succession
Advisory support for timely planning of the transfer of wealth; guidance on succession matters, safeguarding the beneficiaries and discreet assistance with sensitive transfer topics.
Wealth Planning
Wealth planning with selection of the appropriate setup, advice on investments with a view to a later division and preparation of an optimal investment plan.
Foundation Advisory
Support in developing succession arrangements via foundations; involving lawyers and tax advisors to take legal and tax factors into account.
Multi-Depot Controlling and Reporting
Independent multi-depot controlling, consolidated accounting, regular statements, summaries and reports on the development of assets.
Liquidity Planning
Liquidity planning as part of ongoing wealth management; monitoring the financial position and supporting with short-term challenges.
Consulting for Financial Services Providers
Business consulting for financial services providers with product development, marketing consulting, product implementation, sales support and establishing suitable distribution channels.
European Private Bank Assurance
Advisory and implementation for European Private Bank Assurance and Private Placement Life Insurance, in particular in the EU and the EEA, including analysis, project planning and implementation.
The Professional Protector
Highly personal advice and support on all wealth and property matters by Dr. Alexander T. Mohrenschildt LL.M.
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Location

Spichermatt 11a
6370 Stans

At a glance

Legal form
Corporation
UID
CHE-203.628.822
Founded
2018 · 8 years
Last commercial register change
April 1, 2025
Employees
11 to 20

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