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DirectoryFinance & InsuranceFamily OfficesZurichWeber & Frey Family Office AG
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Weber & Frey Family Office AG

Summary

About the company

Weber & Frey Family Office AG provides trust and advisory services for private clients. Its core activities include wealth planning, estate structuring, trusts, foundations, holding structures, reporting, administration, and support in selecting and supervising asset managers and custodian banks.

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Products & services

Industry:Family Offices
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Fiduciary and legal advisory
Fiduciary and legal advisory for private clients in Switzerland and abroad; support with wealth planning, estate structuring and complex cross-border legal and financial questions.
Trust structures and wealth structuring
Set-up and administration of trusts, foundations and holding structures; selection of suitable investment vehicles and systematic assessment of the structures.
Philanthropic advisory
Philanthropic planning and consulting to implement charitable strategies; structuring and monitoring of charity projects for the appropriate use of donated funds.
Reporting and administration
Consolidated reporting services across all asset classes with performance reports; general administrative and bookkeeping services via local accounting firms.
Selection and monitoring of asset managers and custody banks
Selection of wealth managers and custody banks according to specialised criteria; appointment and monitoring of asset managers as well as review of banks’ services, fees and performance.
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Location

Talacker 21
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-115.308.016
Founded
2009 · 17 years
Last commercial register change
November 24, 2023
Employees
1 to 10

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