Fiduciary services

  • Fiduciary services
  • Taxes (Switzerland)
  • Lasting power of attorney
  • Estate planning consultation
  • Executorships
  • Estate distribution

 

We are happy to complete tax returns for our clients.

We can also represent you in front of the local tax authorities.

 

The subject of lasting powers of attorney is always present and raises questions.

We are pleased to show you, what a lasting power of attorney might look like.

 

You would like to settle your assets in a will and need advice.

We check testaments to ensure they conform with all the legal regulations. You can also appoint us as the executor of your will, if you would like us to distribute your estate. We conscientiously administer the distribution of the estate in your interest.

 

  +41 44 762 24 40
   info@wenzinger-finanz.ch

 

We look forward to hearing from you!

 

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Wenzinger Finanz AG | Poststrasse  2 | 8910 Affoltern am Albis | Tel. +41 44 762 24 40 | info@wenzinger-finanz.ch

Imprint  |  Privacy Statement

 

Wenzinger Finanz AG is a member of AOOS - Schweizerische Aktiengesellschaft für Aufsicht. AOOS is an officially recognised self-regulating organisation (SRO) in accordance with the Swiss Money Laundering Act (GwG) and is subject to supervision of the Swiss Financial Market Supervisory Authority (FINMA).

Learn more about AOOS on:

 

https://www.aoos.ch

 

Wenzinger Finanz AG is affiliated with the independent ombudsman institution “Ombudsman Financial Services Provider (OFD)”, which is recognized by the Federal Department of Finance. In the event of any disputes about legal claims between our clients and Wenzinger Finanz AG, our clients can contact this ombudsman’s office at any time. Information on any administrative costs in connection with mediation procedures can be found on the website of the ombudsman's office.

 

Name Ombudsman’s Office: Ombudsman Financial Services Provider (OFD)

Address: Bleicherweg 10, 8002 Zürich

Phone: +41 - 44 552 08 00

Email: ombudsmann@ofdl.ch

Website: https://www.ofdl.ch/