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DirectoryFinance & InsuranceFamily OfficesSionSymphony Family Office SA
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Symphony Family Office SA

Summary

About the company

Symphony Family Office SA is an asset management company and family/private office that provides asset management, succession planning, tax optimization, real-estate and financial advisory services, and credit negotiation.

AI-generated
Offering

Products & services

Industry:Family Offices
✓ Offered8
Wealth Management
Tailored, independent wealth management with asset allocation, selection of suitable investment vehicles, banking relationships, consolidated reporting, and analysis of tax, marital and estate aspects.
Family Office
Multidisciplinary family advisory with coordination of legal, tax, accounting and succession matters, plus selection, coordination and supervision of a comprehensive wealth program.
Tax Planning
Tax planning with preparation and review of tax returns, representation before tax authorities in disputes, recovery of withholding taxes, and integration of pension solutions.
Succession Planning
Succession planning with trusts, family foundations and inheritance agreements to transfer wealth to the next generation and choose the appropriate holding structure.
Real Estate Advisory
Advisory and support for buying, selling or building property in Valais, with coordination of real estate agencies, developers and architects and analysis of implications.
Mortgage and Credit Negotiation
Structuring real estate financing and negotiating credit terms with banks, including support throughout the transaction process.
Company Formation
Company formation and structuring, including holding and domicile companies and review of suitable legal and tax structures.
Corporate Administration
Administrative and financial support for companies, including secretarial work, registered office services, board support, and clarification of responsibilities and rules.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue de la Gare 29
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-279.267.917
Founded
2011 · 15 years
Last commercial register change
June 11, 2021
Employees
21 to 50

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