Fineva AG
Your Financial Visionaries.
Fineva specializes in premium advisory and management services, precisely tailored to the complex needs of an international clientele. Through our highly specialized family office services, we provide personalized, bespoke advice and serve as a trusted partner at every stage of life. Our international team brings together interdisciplinary expertise and the highest level of discretion to fulfill the individual expectations of our exclusive clientele. We are committed to delivering excellence across four core areas: Family Office Services, Financial Services, Real Estate Services, and Philanthropic Services.
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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