Services

At Fineva AG, we provide our international clients with bespoke services tailored to the specific needs of their families. Our expertise includes assistance with residence permits, relocation services, insurance solutions, the selection of suitable partner banks as well as concierge services ranging from staff recruitment to vehicle procurement.

In addition, we support family strategies, succession planning and the establishment and management of companies both domestically and internationally. With our in-depth expertise and a strong international network, we also assist in designing and optimizing corporate structures, mergers, acquisitions and ensuring regulatory compliance.

Our focus is on tailor-made solutions, utmost discretion and exceptional professionalism. We ensure that your financial and legal matters are handled with precision, laying the foundation to achieve your individual goals efficiently and effectively while securing long-term value for your family assets.

Fineva AG offers bespoke financial services tailored to the needs of our valued clients. Our focus lies in providing sound advice and strategic support to ensure long-term financial success.

Corporate Finance
We assist our clients in making investment decisions and developing growth strategies. Our experts create tailored financial strategies to achieve your goals. Whether it is capital raising, mergers or financial restructuring, we emphasize strategic growth and profitable investments to secure your assets for the present and future. Additionally, we offer comprehensive solutions for international investment and private equity structures, including detailed monthly and annual reports.

Tax Advisory
Our tax advisory services provide comprehensive expertise in all tax-related matters. We offer sound advice on tax optimization and ensure full compliance with legal requirements. Our services include preparing and reviewing tax returns, tax planning and representation before tax authorities. Our approach to tax optimization is professional, sustainable and fully aligned with tax laws and OECD recommendations.

Real Estate Portfolio Management
Fineva AG offers strategic real estate portfolio management designed to increase the long-term value of your properties through targeted optimization and effective utilization potential. We handle strategic planning, analyze market trends, evaluate your portfolio, oversee construction and renovation projects, represent you as a builder and owner and assist in the sale of real estate. Through diversification, we minimize risks, optimize returns and costs and ensure transparency with our reporting – delivering a sustainable and successful real estate strategy.

Property Management
Fineva AG provides professional property management to preserve the value, functionality and efficiency of your real estate over the long term. We manage lease agreements, vacancy management, operating cost accounting and payment monitoring. Additionally, we organize maintenance, repairs and renovations, coordinate service providers and act as a point of contact for tenants and owners. With transparent reporting and efficient financial management, we ensure the economic and professional administration of your properties.

At Fineva AG, philanthropy is a central part of our mission. In partnership with Fondation Aline and its Sheltered Funds, we offer our exclusive clients the opportunity to engage in charitable causes easily and sustainably – without the need to establish their own foundation.

The Sheltered Funds leverage the economies of scale of Fondation Aline and take on administrative, accounting and legal tasks, allowing our clients to focus on their passion projects. Our team ensures that your support is targeted and effectively benefits a charitable purpose.