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DirectoryFinance & InsuranceFiduciary OfficesZurichStonehage Fleming SA, succursale de Zürich
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Stonehage Fleming SA, succursale de Zürich

Summary

About the company

Stonehage Fleming SA, succursale de Zürich provides family office, investment management, trust and fiduciary services, and legal and tax advisory. Services include wealth and succession planning, administration of international structures, investment management, treasury and reporting services, and art collection management.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered6
Family Office
Family Office, strategic planning, governance and succession support, administration of international structures, coordination of banking and treasury needs, reporting and analysis.
Investment Management
Investment Management, discretionary and advisory portfolio management, sourcing private capital opportunities, private market advisory and related dealing and treasury support.
Trust & Fiduciary
Trust & Fiduciary, administration of trusts and companies, fiduciary support, and related legal structure review with cross-border and inter-generational considerations.
Wealth Planning
Wealth Planning, planning for all phases of the financial life cycle, efficient structuring of wealth, and aggregation and analysis of client wealth information.
Legal & Tax Advisory
Legal & Tax Advisory, review of legal structures, cross-border considerations, tax-related advice and coordination with lawyers, accountants and trustees.
Philanthropy
Philanthropy, advice and support for charitable giving and focused philanthropy as part of broader family wealth planning.
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Location

Stockerstrasse 34
8002 Zurich

At a glance

Legal form
Branch
UID
CHE-254.871.379
Founded
2020 · 6 years
Last commercial register change
October 26, 2021
Employees
11 to 20

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