Fineva AG
Your Financial Visionaries.
Many years of experience as a multi-family office with an international reach is our core competence. Our globally active business partners and clients benefit from our in-depth knowledge of wealth management, corporate taxes, succession planning and the management of dynamics within families.
With our network of experts, we are able to provide you with all multi-client family office services competently and in line with your needs:
- Family governance
- Succession planning
- Advice on inheritance issues and the drafting of wills / trust deeds including advance care directives
- Execution of wills
- Residence permits and visas / Immigration and relocation services
- International investment and private equity advice and structuring
- Finance and accounting in accordance with international accounting standards (IFRS, US GAAP) and consolidation of global assets and groups
- Monthly and annual financial reporting for companies and individuals
- Support in the selection of banks and asset managers
- Human resources management
- Support in the selection of specialists
Fineva AG
Matthofstrand 8
6005 Luzern
Phone +41 41 368 10 90
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