Altrana Advisory AG

Overview

Altrana Advisory AG presents itself as a multi-family office combining wealth-management support with legal, financial, and tax expertise. Its work spans corporate needs, family governance, charitable structures, and real estate matters.¹

History

The Swiss Commercial Register records Altrana Advisory AG as an active company incorporated on January 21, 2022, under UID CHE-447.795.372. The firm’s stated corporate purpose includes estate and financial planning, tax and legal advice for individuals and legal entities, and the formation and administration of legal entities.⁶⁷

Leadership

Ercan Duran is Founder and Chairman of the Board of Directors. Altrana identifies him as a legal and tax expert with financial-sector experience and a law degree from the University of Zurich.⁵

Biagio Zoccolillo is Vice-Chairman of the Board of Directors. The firm describes him as an international banking expert whose experience includes commercial, investment, institutional, and private banking, asset management, mergers and acquisitions, private equity, and real estate.⁵

Willy Menzi is Altrana’s Real Estate Specialist, with experience in construction management and loss-damage analysis.⁵

Services

Altrana lists five service areas: Corporate Services, Corporate Finance, Family Office and Governance, Charities and Philanthropy, and Real Estate.¹

Its Corporate Services include company formation, implementation of international corporate structures, statutory registrations, tax compliance, governance administration, and accounting.²

Corporate Finance services cover valuation, transaction services, mergers and acquisitions advisory, business plans, and private-equity investments for corporate and individual investors.³

Family Office and Governance work includes family strategy and values, succession planning, next-generation planning, wealth planning, and decision-making processes.⁴

The Charities and Philanthropy offering supports the establishment, structuring, administration, and management of charitable organizations, including regulatory compliance, tax-free status, distributions, and investments.¹

Real Estate services include property purchases and sales, administration, financing, and construction services.¹

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

Altrana describes its client base broadly as clients, their businesses, and families. Its service mix is designed to address personal wealth planning alongside corporate structures, family governance, philanthropy, and real estate requirements.¹

Approach

The firm’s stated purpose and service descriptions point to an integrated approach that connects estate and financial planning with tax advice, legal advice, governance, corporate administration, and investment-related support.¹⁷

FAQs

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Sources

1. Altrana Advisory AG
2. Corporate Services
3. Corporate Finance
4. Family Office and Governance
5. About Altrana Advisory AG
6. Swiss Commercial Register entry
7. Swiss business register profile

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.