ATAG Family Office Ltd.

About

Home | ATAG base--root#togglePageOverlay"> How can I include my family members in the planning of my estate - without causing any conflict? We can help you >>> How can I distribute some of my wealth tax efficiently to non-family members? We can help you >>> I need support navigating a more complex investment portfolio. We can help you >>> Am I paying too high fees to have my assets managed? We can help you >>> How can I structure my philanthropic activities such that they are financially self-supported? We can help you >>> Can I get my wine collection valued? We can help you >>> MISSION "Thanks to the interdisciplinary collaboration off all ATAG companies, each of our clients benefits from all our services from a single source. This sets us apart from other consulting firms. Thus, by focusing above all on a pragmatic and effective approach, we assist and support our national and international clients in terms of advice and planning. We also assume the responsability for the concrete implementation of the social and private mandates entrusted to us". VALUES Loyalty We assist you reliably in all situations. Loyalty to our clients is our highest priority. Efficiency We are constantly seeking effective solutions invariably in compliance withe applicable legislation and meeting our clients` personal need. Focus We focus on what is feasible and propose unconventional solutions, never losing sight of the applicable law. Your way - Our extra mile Consent to use We would like to custo

Key Contact

Geographic Focus