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DirectoryFinance & InsuranceFinancial ServicesZurichswisspartners Xperts AG
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swisspartners Xperts AG

Summary

About the company

swisspartners Xperts AG provides financial services with a focus on wealth management, fiduciary services, tax matters, real estate, insurance and financial planning. The company develops tailored, integrated solutions for private and business clients.

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Products & services

Industry:Financial Services
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Trust & Tax
Trust services, tax consulting, payroll accounting, business transfers and relocation services for relocating your residence to Switzerland; plus real-estate services such as buying and selling, management and project supervision during construction.
Financial Planning
Long-term financial planning, wealth organisation, implementation support, tax planning and estate planning for private individuals and business owners.
Family Office
360° wealth review, individual analyses, documentation of ownership and structural relationships, succession and estate planning, as well as a digital wealth overview with ONE by swisspartners.
Real Estate
Initial letting and management, consulting and analysis, project development, purchase, sale and brokerage, as well as renovations for rental, commercial and condominium ownership.
Asset Management
Individual asset management with asset management, advisory and execution mandates, a consolidated wealth overview, risk analysis, investment process and ongoing portfolio monitoring.
Insurance
Privately placed life insurance (PPLI), retirement planning, estate planning, asset protection, flexible beneficiary arrangements and access to a broad range of assets.
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Location

Am Schanzengraben 23
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.059.847
Founded
2009 · 17 years
Last commercial register change
October 27, 2025
Employees
11 to 20

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