OUR TEAM

Our people have a clear vision focused on customer needs, offering consulting services, financial planning, global strategic planning in accordance with the local and international legal framework. It is our main strength to support our clients in an international context, following principles of integrity, in a transparent, honest and trusted manner, with a center of activity in Basel, Switzerland, and abroad to correspond.

Our team is made up of professionals with recognized experience in the market, extensive knowledge and international training. We stand out for analyzing and understanding the problems and challenges of our clients for whom we propose different alternatives and tailor-made solutions.

Partners and associates of our team have worked for more than two decades in global business groups, finance, asset management, investment funds, accounting, legal, tax and trust services, supporting families all around the world, as well as their businesses. Our professionals have acted as fiduciary consultants, in family governments, planning and structuring the transnational activities of private and corporate clients. We have established partnerships with recognized international legal and tax firms, accountants, auditors, financial planners and trustees, among others.

 

Activa Wealth AG – Aeschenvorstadt 57 – 4051 Basel – Switzerland – T: +41 78 9467995 – info@activawealth.ch