Zürcher Balmelli & Partners SA provides strategic wealth management and advisory services to an international clientele while supporting them in achieving agreed objectives for private wealth, family continuity and business dynamics. The state of family wealth, especially for large families with sizeable assets, often appears to be complex or difficult to manage. Zürcher Balmelli & Partners SA serves as a single point of reference, offering services for their client’s needs in different areas such as accounting, legal and fiduciary advice, taxation and corporate issues, supervising and controlling multiple banking relationships.
We employ the highest level of professional expertise, both internal and external, to consistently and effectively implement our family office services through processes that are widely established but constantly evolving.
PRELIMINARY ACTIVITIES
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