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DirectoryFinance & InsuranceExternal Asset ManagementWollerauSwiss Harvest Family Office GmbH
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Swiss Harvest Family Office GmbH

Summary

About the company

Swiss Harvest Family Office GmbH is an independent family office and financial intermediary supervised by the self-regulatory organisation PolyReg, advising high-net-worth individuals and families. Its services include asset structuring, succession planning, legal and tax structuring, investment advice, consolidation, and coordination or negotiation with banks and other financial service providers.

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Offering

Products & services

Industry:External Asset Management
✓ Offered7
Wealth advisory
Wealth advisory for affluent individuals and families; support with strategy, structuring and implementation, tailored solutions, market analysis and ongoing monitoring of results.
Investment advisory
Investment advisory with a focus on individually defined objectives; analysis of relevant markets, support in implementation and ongoing monitoring of developments and results.
Succession planning
Succession planning for the transfer of assets to the next generation, including coordination of the parties involved and support throughout the entire process.
Strategic advisory
Strategic advisory for complex financial and strategic decisions, tailored and objective with a holistic view of the personal situation.
Company and contract law
Company and contract law in connection with structuring of assets, sale or purchase of a business, and coordination of legal matters.
Negotiations with banks and financial service providers
Negotiations with banks and other financial service providers, including coordination of the parties involved and support with financial and structural matters.
Wealth consolidation
Wealth consolidation to provide an overview of complex asset structures and to support the structured implementation of financial decisions.
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Location

Felsenstrasse 46
8832 Wollerau

At a glance

Legal form
Limited Liability Company
UID
CHE-114.393.108
Founded
2008 · 18 years
Last commercial register change
July 4, 2008
Employees
1 to 10

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