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Wealth management in Lucerne

: 17 Entries
 Closed – Opens monday at 8:00 AM
Bank Vontobel AG

Bank Vontobel AG

Schweizerhofquai 3A, 6004 Lucerne
PremiumPremium Entry
Wealth managementInvestment and investment fundsAsset Management
VZ VermögensZentrum

VZ VermögensZentrum

Inseliquai 12A, 6005 Lucerne
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Wealth managementTax adviceFinancial advice
Finova Genève SA

Finova Genève SA

Rue de Hesse 12, 1204 Geneva

Finova was founded in 1985. The Finova Group of Companies is managed by the owners and is run as a partnership. The members and staff of the offices in Lucerne, Geneva and Dubai are all professionally trained and qualified with many years of experience in their respective fields of expertise and are multilingual covering German, English, French, Italian, Spanish, Portuguese, and Mandarin. Finova is regulated in Switzerland. Function Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice as well as financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention. We strive to provide our clients with compliant, cost-effective and sustainable solutions. Our goal Our goal is to preserve, protect and foster family wealth. We work closely with a network of legal and tax advisers through our staffs’ memberships with professional bodies such as the Society of Trust and Estate Practitioners (STEP) and International Tax Planning Association (ITPA) as well as many chambers of commerce to keep abreast with the constant changes in the legal, tax and regulatory environment.For more information about a particular topic, please do not hesitate to contact us. We will be pleased to discuss and find the most suitable solution for you.

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AccountingAudit firmFinancial advice
Rue de Hesse 12, 1204 Geneva
AccountingAudit firmFinancial advice

Finova was founded in 1985. The Finova Group of Companies is managed by the owners and is run as a partnership. The members and staff of the offices in Lucerne, Geneva and Dubai are all professionally trained and qualified with many years of experience in their respective fields of expertise and are multilingual covering German, English, French, Italian, Spanish, Portuguese, and Mandarin. Finova is regulated in Switzerland. Function Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice as well as financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention. We strive to provide our clients with compliant, cost-effective and sustainable solutions. Our goal Our goal is to preserve, protect and foster family wealth. We work closely with a network of legal and tax advisers through our staffs’ memberships with professional bodies such as the Society of Trust and Estate Practitioners (STEP) and International Tax Planning Association (ITPA) as well as many chambers of commerce to keep abreast with the constant changes in the legal, tax and regulatory environment.For more information about a particular topic, please do not hesitate to contact us. We will be pleased to discuss and find the most suitable solution for you.

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Wealth management in Lucerne

: 17 Entries
 Closed – Opens monday at 8:00 AM
Bank Vontobel AG

Bank Vontobel AG

Schweizerhofquai 3A, 6004 Lucerne
PremiumPremium Entry
Wealth managementInvestment and investment fundsAsset Management
VZ VermögensZentrum

VZ VermögensZentrum

Inseliquai 12A, 6005 Lucerne
PremiumPremium Entry
Wealth managementTax adviceFinancial advice
Finova Genève SA

Finova Genève SA

Rue de Hesse 12, 1204 Geneva

Finova was founded in 1985. The Finova Group of Companies is managed by the owners and is run as a partnership. The members and staff of the offices in Lucerne, Geneva and Dubai are all professionally trained and qualified with many years of experience in their respective fields of expertise and are multilingual covering German, English, French, Italian, Spanish, Portuguese, and Mandarin. Finova is regulated in Switzerland. Function Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice as well as financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention. We strive to provide our clients with compliant, cost-effective and sustainable solutions. Our goal Our goal is to preserve, protect and foster family wealth. We work closely with a network of legal and tax advisers through our staffs’ memberships with professional bodies such as the Society of Trust and Estate Practitioners (STEP) and International Tax Planning Association (ITPA) as well as many chambers of commerce to keep abreast with the constant changes in the legal, tax and regulatory environment.For more information about a particular topic, please do not hesitate to contact us. We will be pleased to discuss and find the most suitable solution for you.

PremiumPremium Entry
AccountingAudit firmFinancial advice
Rue de Hesse 12, 1204 Geneva
AccountingAudit firmFinancial advice

Finova was founded in 1985. The Finova Group of Companies is managed by the owners and is run as a partnership. The members and staff of the offices in Lucerne, Geneva and Dubai are all professionally trained and qualified with many years of experience in their respective fields of expertise and are multilingual covering German, English, French, Italian, Spanish, Portuguese, and Mandarin. Finova is regulated in Switzerland. Function Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice as well as financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention. We strive to provide our clients with compliant, cost-effective and sustainable solutions. Our goal Our goal is to preserve, protect and foster family wealth. We work closely with a network of legal and tax advisers through our staffs’ memberships with professional bodies such as the Society of Trust and Estate Practitioners (STEP) and International Tax Planning Association (ITPA) as well as many chambers of commerce to keep abreast with the constant changes in the legal, tax and regulatory environment.For more information about a particular topic, please do not hesitate to contact us. We will be pleased to discuss and find the most suitable solution for you.

* No advertising material