Wealth management encompasses every aspect of financial planning and includes additional services which help you grow and protect your wealth, it includes the organization and coordination of wealth.

 

At Concept Capital, we first help you to determine your total assets in order to coordinate the reorganization of your wealth. We connect you with leading third party professionals, which support you in the cost-efficient bundling of Wealth Management services for the benefit of you and your family.

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These Wealth Management services can include tax planning, retirement planning, estate planning, insurance policies, will execution services, general legal consultation, relocation and real estate services, financing solutions, fine art investments, and the establishment or management of trusts in Switzerland or abroad.

 

At Concept Capital, we are accompanying you and your family in each important phase of your life, as a trusted partner at your side.