Our specialists provide their customers with personal advice and guidance with support from a carefully selected team. As the customer, you benefit from our comprehensive consultancy covering all areas.
Your unique needs deserve our attention
Whether you are an individual, an executive, a partnership or a corporation, no two clients are alike. That is why we treat each of them with the attention and passion as if they were our only client. It’s the only way to understand the accomplishments, ideas and goals behind each individual plan, and to develop solutions that lead to long-term, personalized client success. During this time, our team builds a mutual relationship based on trust, respect and discretion.
In-depth knowledge, years of experience, and close collaboration with the client: That, in a nutshell, is the Consultana AG concept. Our specialists take care of our clients personally. They are supported by a carefully selected team. As a client, you benefit from our comprehensive advice in all matters. In line with our customer-oriented way of thinking and acting, we analyze existing structures and define their strengths and weaknesses, taking careful account of external factors. Based on your situation and needs, we develop customized solutions and the best possible plan of action to preserve and grow your wealth. This process always takes into account the economic aspects of the situation.
Our goal is a customized solution, not a one-size-fits-all solution – especially in those exceptional situations that don’t come up every day. This also means that we are there when our clients need us, flexible and efficient. We plan complex arrangements in the interest of our clients and then implement them with the agreement of all parties involved.
Commitment, flexibility, clear positions on issues and high ethical standards contribute to our well-known standard of quality. By working together, we transform knowledge into new concepts and actions. Dialogue and communication, transparency in transactions and intensive discussions at all levels actively involve all participants in the development process.
We at Consultana AG look forward to working with you to shape your financial future and to use the dynamics of constantly changing polarities in a positive way, while maintaining ethical and moral principles.
