Finova Partners AG

Overview

Finova Partners AG is an active Swiss corporation registered in Lucerne under UID CHE-102.952.202. Its stated corporate purpose covers fiduciary services, shareholdings, and real-estate activities. The firm operates exclusively in Switzerland and is a member of FIDUCIAIRE|SUISSE.¹

Finova describes itself as a fiduciary company serving individuals and companies with accounting, financial, and tax services. Its professionals provide tailored solutions designed to comply with applicable regulations, with a focus on compliant, cost-effective, and sustainable outcomes.²

History

Finova states that its Lucerne operation is part of an owner-managed Swiss group founded in 1985 in Geneva and Lucerne.²

Services

Finova’s accounting work includes bookkeeping, account reviews, cost accounting, financial-statement support, annual closings, and payroll management.³

Its tax and consulting services are presented as tailored solutions designed to comply with applicable regulations.⁴

The firm supports small and medium-sized enterprises from startup through expansion. Its services include business setup, monthly payment preparation, consulting, domiciliation, and director services.⁵

What the firm offers

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

Client Focus

Finova says it serves SMEs, private clients, real-estate businesses, foundations and associations, and healthcare organizations.⁴

The firm reports that its professionals collectively work across German, English, French, Italian, Spanish, and Mandarin.²

Approach

Finova describes its approach as personal and dedicated, emphasizing long-term partnerships, integrity, compliance, expertise, and confidentiality. It presents itself as fully independent and owner-managed, with a commitment to practical and sustainable client solutions.²

Finova reports that most clients come through referrals. It also collaborates with law firms and other industry participants to address complex tax, accounting, and financial matters.⁶

FAQs

Related resources

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  FamilyOfficeDatabases.com provides directories of family offices and investors that can help readers research the wider advisory market. A Swiss family or business owner may use these listings to compare service providers, identify firms serving similar client types, and prepare more focused questions about tax, fiduciary, and administrative support.

• DataMFOs by decade founded

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Sources

1. Swiss corporate registry entry for Finova Partners AG
2. Finova Partners AG, About Us
3. Finova Partners AG, Accounting and Payroll
4. Finova Partners AG
5. Finova Partners AG, Assistance to SMEs
6. Finova Partners AG, Finova Luzern

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.