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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzMIC Invest AG
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MIC Invest AG

Summary

About the company

MIC Invest AG provides independent wealth and portfolio management services and financial planning for private clients, families and entrepreneurs. Services include wealth consolidation, succession planning, real estate management, tangible-asset investments, foundation establishment and tax and legal advisory.

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Products & services

Industry:External Asset Management
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12
Wealth management
Individual wealth management with tailor-made strategies, a holistic view of assets, personal support and a long-term orientation.
Portfolio Management
Tailor-made investment strategies for individual portfolios, globally diversified, using a core-satellite approach and focusing on Switzerland, Europe and the USA.
Financial planning
Holistic financial planning including asset structuring, tax planning, retirement planning, succession and legal structuring for long-term goals and preservation of wealth.
Philanthropy
Foundation setup, support for charitable projects and development of philanthropy strategies to implement individual social goals.
Wealth Consolidation
Consolidation of global assets across banks, structures and jurisdictions into a single overview for decision support, risk and tax coordination.
Succession planning
Structured solutions for inheritance and succession matters, focusing on legal clarity, long-term security and family harmony.
Real estate management
Support throughout the entire real estate lifecycle, from acquisition to divestment, focusing on the Swiss market.
Tangible asset investments
Diversification with art, classic cars and collectibles; valuation, acquisition and management together with partners in the respective field.
Legal advice
Tailor-made structures for companies and assets, focusing on legal certainty, compliance and long-term strategic value.
Tax Optimization
Tax structures for national and international needs, in collaboration with partners and in compliance with applicable regulations.
Foundation setup
Guidance in setting up your own foundation with optimally structured legal and tax design.
Project support for charitable initiatives
Support in selecting and accompanying charitable projects, focusing on the clients’ values and objectives.
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Location

Churerstrasse 20
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-113.266.708
Founded
2007 · 19 years
Last commercial register change
October 20, 2025
Employees
1 to 10

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