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DirectoryFinance & InsuranceFinancial ServicesDübendorfMoney Consulting GmbH
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Money Consulting GmbH

Summary

About the company

The core activity of Money Consulting GmbH is independent financial consulting for private individuals and family businesses, including tax consulting, asset and pension planning, real estate issues, succession planning, property and inheritance law, as well as investment consulting and asset management.

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Products & services

Industry:Financial Services
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Tax advisory
Tax returns, tax optimisations and representation before tax authorities; support for the proper implementation of tax legislation to reduce the tax burden.
Retirement planning advice
Provision analysis, pension income projections, pension planning and family office; planning for inability to work, death and old age.
Inheritance law advisory
Advance directives, precautionary mandates, testamentary dispositions, estate executorships and estate partitions; support with estate and asset arrangements.
Investment advisory and wealth management
Investment advisory, wealth management, independent portfolio review and verification of the portfolio structure; advisory or wealth management mandates independent of banks and insurers.
Real estate advisory
Financing advice, real estate marketing, purchase and sale of real estate, rentals, as well as advice on right of residence, usufruct and real estate capital gains tax.
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Location

Bahnhofstrasse 36
8600 Dübendorf

At a glance

Legal form
Limited Liability Company
UID
CHE-184.464.943
Founded
2012 · 14 years
Last commercial register change
June 5, 2025
Employees
1 to 10

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