About Us

Advice on company formation in Switzerland

Finanz Konzept AG is an independent, privately managed multi-family office and asset management company based in Zurich.

Our outstanding expertise and extensive networks enable us to offer you all bureaucratic steps from a single source as a one-stop shop.

We select the best professionals who work hand in hand to not only ensure your success but also to deliver our services at the highest level.

We maintain close relationships with corporate clients, entrepreneurs, business owners, high net worth individuals (HNWI) and their family offices. They rely on our expertise, our credibility and, last but not least, the trust they place in us. Our many years of experience and our dedicated professionals are always at your side to maximize your financial success and protect your assets.

Direct contact for company start-ups


Sonja Lippert

She has worked in various areas of the financial industry for over 25 years and has a wealth of experience. In addition to her position in management, she has been successfully supporting HNWI clients for 15 years.

+41 44 204 34 66