Carey AG - Multi-Family Office & FINMA licensed Trustee Overview
- Headquarters
- Zurich, Zürich, Ch
- Website
- carey.ch
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Carey AG - Multi-Family Office & FINMA licensed Trustee
Carey Zurich, established in 2003, is an independently owned Multi Family Office offering tailor-made legal structures and solutions to private individuals and corporates and accounting processes. As holder of a professional trustee license in accordance with the Financial Institutions Act (FINIG) we are supervised by the Swiss Financial Market Supervisory Authority FINMA. Committed only to our customers, we will always choose the best available options without incurring the risk of potential conflicts of interest. As we do not provide legal, tax or investment management services we seek to work in close conjunction with our customers’ advisors. Thus, our customers obtain the best services available: professional and trusted advice from their own legal, tax and investment management teams and professional fiduciary and financial services from Carey Zurich. In case our customers do not yet have access to specialized advisers, we can provide a broad network of recommended partners. We strive for a long-term commitment and contribute to real value creation for our customers. This is done through proactive communication, honesty and experience in the work we carry out and undertaking regular consultancy, strategic reviews and planning to each engagement so to become your trusted partner. Our customers can count on Swiss quality, high ethical standards, efficiency and trust - because we care(y).
Carey AG - Multi-Family Office & FINMA licensed Trustee Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Carey AG - Multi-Family Office & FINMA licensed Trustee Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Luzia Fischer-Gisler 🎯 | Digital CFO on Demand Und | Egg, Zurich, Switzerland |
Email
|
| Beat H. Haering | Multi-family Office - Finma Licensed |
View
|
|
| Urs Specker | Carey Ag | Zurich, Switzerland |
Email
Phone
|
| Nicole Steiner | Senior Trust Officer | Zürich Metropolitan Area, Switzerland |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
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