Elsasser & Partner AG

Overview

The firm presents its work as systematic solutions for financial questions, with connected services emphasizing cost efficiency, transparency, and security.² Its family-office offering takes a holistic view of complex financial needs and combines and coordinates services around individual client needs.³

History

LinkedIn lists Elsasser & Partner AG as founded in 2005 and describes it as a Zurich-based fiduciary business.⁴

Leadership

Bruno Elsasser is listed as managing director, with Oliver Trunz serving as deputy managing director.¹

Services

Family-office services relieve clients of recurring administrative and monitoring responsibilities.³ The firm provides fiduciary services and advises private and corporate clients on tax matters, succession and inheritance planning, and related organizational support.⁵

Its tax advisory service includes preparing tax returns, identifying deductions, handling property renovation matters, and planning tax-relevant issues over the long term.⁶ The practice also represents clients before tax authorities and advises on matters connected with career changes, marriage, children, investments, mortgages, retirement, and inheritances.⁷

What the firm offers

• Tax planning
• Trust and fiduciary
• Administration and bill pay
• Retirement planning

Client Focus

Elsasser & Partner AG serves private and corporate clients seeking coordinated fiduciary, tax, succession, inheritance, and organizational support.⁵

Approach

The firm’s approach combines and coordinates services around individual client needs.³ For its tax service, it offers an initial consultation followed by a fixed-fee proposal.⁸

FAQs

Related resources

• LocationMultifamily offices in Zurich

  The Zurich multifamily offices page helps compare firms serving wealthy families and business owners in the Swiss financial center. It gives context for considering Zurich based family office support, including tax planning, fiduciary work, administration, bill payment, and retirement planning.

• GuideMultifamily office services

  The multifamily office services page outlines the types of assistance these firms may provide across financial administration and family affairs. A reader can use it to frame questions about tax planning, trusts, bill payment, retirement arrangements, and coordination for private or corporate needs.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its material can help a Zurich based family or business owner understand family office structures, prepare for discussions with a fiduciary provider, and compare priorities across tax, administration, and long term planning.

• GuideHow multifamily offices invest

  The page on how multifamily offices invest explains common approaches to managing and allocating family wealth. It can help readers ask about investment oversight, reporting, risk preferences, and how investment decisions fit alongside tax planning, fiduciary arrangements, retirement goals, and administration.

• Similar firmsARISE Partners AG
  HELMS Family Office SA
  ACE International

  Profiles of ARISE Partners AG, HELMS Family Office SA, and ACE International provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms alongside Elsasser & Partner AG can help a reader assess differences in services, client focus, and location when considering family office support in Switzerland or beyond.

Sources

1. Family Office Services imprint
2. Family Office Services
3. Our Services
4. Elsasser & Partner AG on LinkedIn
5. Elsasser & Partner AG on LinkedIn
6. Elsasser & Partner AG tax services
7. Elsasser & Partner AG tax services
8. Elsasser & Partner AG tax services

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.