Managing the complexity of your own assets is a particularly demanding task.
Wealth management requires a global perspective and a setting that guarantees confidentiality.
Based in Zurich, AskFin Consulting offers solutions in a completely confidential environment.
We provide comprehensive services for individuals and family groups, focusing on asset protection and growth.
Each person is unique and needs to be able to present his or her needs, objectives and wishes in a confidential setting
Assets analyzed as a whole including for example Real Estate investments.
After an initial assessment, we identify qualified specialists in the various fields, if necessary
Through our solution the client can view the entire wealth and its development with tailored reporting.
If necessary, we can collaborate with third parties while maintaining confidentiality for the client.
To monitor assets even for complex cases, we offer our clients a state-of-the-art IT solution
Plan with the client based on the client's needs and available solutions
We specialize in analysis, continuously monitoring and reviewing the risk and results of investment mandates managed by external entities.
Digitization optimizes processes. However, we consider important that the solution is tailored to the client's needs
In order to monitor the assets and to have an updated vision even for the most complex cases we digitize the processes to offer
a state-of-the-art solution.
Through our solution you can view your entire assets with tailored reporting. Differentiated access level of data providers according to your needs.
Digitization optimizes routine processes. However, in order to evaluate, monitor and optimize assets, we believe it is important that the solution is adapted to the customer's needs, which often change over time, and not vice versa.
Analysis
We carry out an analysis of the situation and needs in order to identify only what the client needs to offer an efficient service.
Confidentiality
The basis of all our activities. We consider it essential to discuss the necessary information with third parties to maintain a high degree of confidentiality.
We evaluate with the client the structure and which third parties to select, coordinate the selection process as trusted partner.
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Benefits with our solution
Identification of client goals and analysis of solutions
Planning to enable optimal administration.
An estate plan reduces the likelihood of emotionally exhausting and costly litigation.
Personalized consolidation of your assets
We select and coordinate collaborations with specialists, protecting client confidentiality without conflicts of interest.
Analysis of the entire assets
and risks and optimize the portfolio structure in absolute confidentiality
Focusing on long-term goals, relying on qualified investment experts
The main objective is to help coordinate asset managemento
Optimize the allocation of your assets, in a fully customized way.
Evaluate a range of investments to meet your financial goals.
Investments in line with your core values and needs.
Careful selection of investments, not constrained by specific financial service providers
Non-financial benefits
Efficient supervision and time savings: Delegation of reporting and analysis to have greater oversight.
Protect privacy: Keep sensitive information within a family office and select sharing as needed.
Organizing necessary information: Reporting to clients to optimize assets.
Long-term plan implementation: Making investments in line with your values and needs.
Succession planning services: Handle some aspects of succession preparation that are not urgent but important such as preparing an initial generational transition strategy.
Our service helps families or individuals coordinate the complexity of their assets to grow and protect them.
With our service you can have a holistic view by making management more efficient, to achieve your goals.
Together we coordinate the "maze" of advisors and processes that wealthy families and individuals must monitor to manage their wealth and assets
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