Family Office

Investment solutions

Financial Planning

Independent Wealth Management Family Office

Optimise your wealth structure with a trusted professional partner, operating with the highest standards of confidentiality

Managing the complexity of your own assets is a particularly demanding task, especially when your wealth spans listed investments, real estate, private company shares, and executive compensation packages.

Wealth management requires a global perspective and an environment that guarantees confidentiality, allowing you to address cross-border tax, regulatory, and succession challenges without compromising discretion or control.

Based in Zurich, AskFin Consulting offers solutions in a completely confidential environment where you can share information you prefer not to disclose to your banks, as you wish to preserve your confidential information within a restricted circle of trusted professionals.

We provide comprehensive services for individuals and family groups, focusing on asset protection and growth. We support in selecting service providers compare costs and fees and quality of the service provided by third parties. 

Contact us to discuss your circumstances or request further information

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Growth and Protect your wealth

A boutique dedicated to wealth management and insights, supported by a network of specialists delivering personalized services to meet your unique needs.

Confidentiality 

Each person is unique and needs to be able to present his or her needs, objectives and wishes in a confidential setting

Global view and analysis

We analyze your assets as a whole, including, for example, real estate investments.

A network of specialists

Based on the initial assessment, we identify and involve qualified specialists in the relevant fields, where necessary.

Wealth Structure

Our platform gives clients a holistic view of their wealth and its development, supported by tailored reports.

Confidentiality

Where required, we collaborate with third parties while maintaining strict client confidentiality.

Digitalization and Controlling

To monitor assets, even in complex cases, we provide our clients with a state‑of‑the‑art IT solution.

Plan your financial goals

The plan is defined together with the client, taking into account their needs and available options.

Wealth Management

Our focus is on analyzing, continuously monitoring and reviewing the risk and performance of investment mandates also managed externally.

Tailor-Made

While digitization improves efficiency, we consider it essential that the solution is adapted to the client’s needs.

IT Solution

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.

A flexible platform

Through our solution you can view your entire assets with tailored reporting. Differentiated access level of data providers according to your needs.

Tailor-made for you

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.  

Coordination

We evaluate with the client the structure and which third parties to select, coordinate the selection process as trusted partner.

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TRENDY WEBSITE-BLOCKS

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TRENDY WEBSITE-BLOCKS

Wählen Sie aus einer großen Auswahl der jüngsten voreingestellten Blocks - Full Screen Intro, Bootstrap Slider, Content Slider, responsive Bildergalerie mit der Lightbox, Parallax Scrolling, Video Hintergründe, mobiles Menü sowie noch viele weitere Dinge.

Key Benefits of Our Services

Financial and estate planning

We identify client goals and analyze suitable solutions, then plan for optimal administration. An estate plan reduces the risk of emotionally exhausting and costly litigation.

Digitalization and reporting

Personalized consolidation of your assets.

Data are stored in Switzerland and backed up daily on Swiss‑based servers.

Multi-disciplinary consulting

We select and coordinate collaborations with specialists without conflicts of interest.

Confidentialiy

Analysis of your entire asset base, including risks, with portfolio structure optimized in absolute confidentiality.

Independent Wealth Management, Tailored to You

Wealth Optimization

Fragmented oversight: Consolidate your financial affairs under one roof for a holistic view.

Succession uncertainty: Ensure your family's values and financial prosperity endure for future generations.

Risk exposure: Proactively identify and mitigate financial risks.

Philanthropic impact: Maximize the effectiveness of your charitable giving.

Financial and Estate Planning

Real estate and other non‑financial assets are integrated and consolidated, providing a comprehensive view of all holdings to support more informed decision making.

Navigate financial landscape with wealth’s management expert.

Enhanced efficiency: Streamline operations and gain greater control over your financial ecosystem.

Please contact us for further information or to discuss your situation.

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Real estate is an important component of the client’s wealth

Our expertise in this area, backed by a network of specialised partners, works to your advantage.
We evaluate data and information related to real estate assets (performance, liquidity, market development, etc.), taking into account the client’s specific needs, and propose solutions for the optimization and financing of properties.

Our digitization platform enables monitoring and tracking of your RE portfolio.

Tailor-made analysis mandate
Tailor-made investment advice considering all assets

First Analysis of objects
Possibility to review and redefine the portfolio structure as needed

Financing
Evaluate financing and opportunities of optimization

Solution IT "web-based"
Use of an software to consolidate and monitor "real assets"

Structured analysis
Data optimization to create structured analyses and identify opportunities: costs, tax impact, optimization strategies, return on investment, and capital appreciation.

Continuous monitoring
The ability to continuously monitor your real estate assets

Objectives
Research of buyers or objects for sale on the market and analysis

Valuation
Analysis of the market and of possible structure solutions. Involving specialists by maintaining customer confidentiality

Transaction
Through our partners, we evaluate the financing, financial planning and administration part of the client's assets

The value of a Multi Family Office at your side

Investments in line with your core values and goals.

The primary objective is to coordinate your wealth management by optimising the allocation of your assets in a fully customised manner, and by evaluating a broad range of investments to meet your financial goals.
Careful selection of service providers and investments, without being constrained by any specific financial service provider.

Non-financial benefits
Efficient oversight and time savings: delegate reporting and analysis to gain greater, centralised control over your wealth.
Protect privacy: keep sensitive information within a family office and share only what is necessary, on a selective basis.
Long‑term plan implementation: Make investments aligned with your values and needs.
Estate planning services: manage key aspects of succession preparation, such as developing an initial intergenerational transfer strategy to maintain a positive family climate.

Our service helps families or individuals coordinate the complexity of their assets to grow and protect them.

With our service, you gain a holistic view of your wealth, making management more efficient and helping you achieve your long‑term goals.

Together we coordinate the "maze" of advisors and processes that wealthy families and individuals must monitor to manage their wealth and assets

Contact us to discuss your circumstances or request further information.

Request a Consultation

If you are looking for investment services with focusing on long-term goals select below the service of your interest.

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