We offer a wide range of services, which we are happy to adapt to suit your needs.
Extract from our services:
Family Office – this not only includes the appropriate advice for your financial or fiduciary concerns such as your asset management, but also the management of your personal correspondence as well as to processing of your incoming and outgoing mail, insurance matters, tax consultancy, tax declarations, legal advice in terms of testaments, execution of wills, patient decrees, financial precaution, donations and legacies, inheritances, establishment of foundations, managing, renovating / refurbishing or selling your property, business handovers, supporting and representating you in front of doctors and hospitals and much more. – precisly: “your concern is our concern”.
Our procedure for any successful collaboration:
In a first step we will evaluate your needs and requirements. Based an that, we are going to plan the next steps together.
The main intention of the first interview is get to know each other as well as to discuss the desired scope of services.
We will define together, which experts from our trustful network will be consulted additionally to ensure a highly professional, customized solution for your requirements. Of course, experts from your personal network are welcome too, to be part of the winning team.
An initial consultation is free of charge and without any obligation for you. Likewise, your information will be kept confidential or a specific data privacy contract will be signed from us.
We’d love to hear from you. We assure you our full and unconditional commitment in order to fulfill your expectations.
Your AltersWunsch.ch Team