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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichPrivate Finance, AG für Finanzplanungen und Vermögensanlagen
Private Finance, AG für Finanzplanungen und Vermögensanlagen Logo
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Private Finance, AG für Finanzplanungen und Vermögensanlagen

Summary

About the company

The core activity of Private Finance AG is independent financial consulting and wealth management for private individuals. The services include in particular: Financial planning and wealth concepts, sustainable tax planning and tax optimization, consulting in the following special areas: pension planning, wealth structuring, liquidity planning, provision and insurance, real estate and mortgage consulting, participations and financing. Establishment and management of foundations, trusts and family offices, succession planning (company valuation, restructuring, sale, liquidation), insurance concepts for companies. The company works with selected partner companies and does not have its own investment products.

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Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered10
Financial planning concepts
Individual financial planning concepts and wealth concepts for private individuals, aligned with personal goals, life stages, liquidity, securities portfolio and total assets.
Investment strategy consulting
Definition and development of investment strategies, aligned with the clients’ financial situation, objectives and required liquidity needs.
Financial planning reports
Detailed financial planning reports with tables, charts and explanations of the assets situation, income and expenses, development of wealth and investment structure.
Action planning
Plans of measures with scheduling of the steps to be initiated to achieve the defined financial goals.
Wealth investments via partner companies
Implementation of the agreed investment strategy via specialised partner companies; securities administration is carried out by selected asset management companies.
Long-term financial support
Ongoing long-term support with periodic contact, monitoring of implementation, intervention in case of deviations and adjustment of the financial plan when goals change.
Tax planning and tax optimisation
Sustainable tax planning and tax optimisation as part of the financial planning for private individuals.
Retirement planning
Advice on retirement as part of financial planning, including planning of wealth consumption and financial protection in old age.
Retirement provision and insurance advisory
Advisory on retirement provision and insurance within financial planning, including financial protection against disability and death.
Real estate and mortgage advisory
Advice on real estate and mortgages as part of financial planning and as a specialised area of comprehensive wealth and financial advisory.
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Location

Baslerstrasse 52
8048 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.065.644
Founded
2001 · 25 years
Last commercial register change
July 8, 2022
Employees
1 to 10

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