Reto Dora (D & F Consult AG)

Overview

D&F Consult AG has advised private individuals and companies on financial and tax matters since 1987. Its services include tax planning, wealth planning, retirement planning, family-office support, mortgages, corporate financing, and project financing.¹²

History

The firm began working with selected independent professional asset managers in 1993 and added cooperation with selected banks for mortgage and project financing in 2001.¹

D&F Consult reports that D&F Vermögensverwaltung AG was founded in 2022 as an asset-management company for existing, long-standing D&F Consult clients. FINMA’s current list identifies D&F Vermögensverwaltung AG in Luzern as a licensed portfolio manager supervised by OSFINcontrol AG.¹⁸

Timeline

1. 1987D&F Consult AG has advised private individuals and companies on financial and tax matters since 1987.
2. 1993The firm began working with selected independent professional asset managers in 1993 and added cooperation with selected banks for mortgage and project financing in 2001.
3. 2022D&F Consult reports that D&F Vermögensverwaltung AG was founded in 2022 as an asset-management company for existing, long-standing D&F Consult clients.

Services

D&F Consult’s listed services include family office, mortgages, project financing, wealth planning, wealth management, and compensation-structure advice.⁴

Its family-office service is described as comprehensive financial support covering tax advice, wealth building, retirement planning, construction-project financing, debt financing, marital and inheritance agreements, corporate succession, and executorships.³

Each engagement begins with a free, non-binding initial discussion to understand the client’s needs and goals.⁵

What the firm offers

• Financial planning
• Tax planning
• Retirement planning

Client Focus

The firm supports private individuals and companies with financial, tax, financing, succession, and family-office matters.¹²

Approach

D&F Consult says it works with selected independent professional asset managers, banks, insurers, lawyers, and notaries while retaining client relationships.⁶

Its stated philosophy centers on client interests, security, reliability, trust, and long-term relationships with clients and business partners.⁷

FAQs

Related resources

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  This overview explains the types of support a multifamily office may provide, including financial planning, tax matters, retirement preparation, financing, and family office coordination. A wealthy family or business owner can use it to organize questions before discussing needs with D&F Consult AG.

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• GuideMultifamily office fees

  This page explains how multifamily office fees may be structured and which factors can affect costs. A prospective client can use that background when discussing the scope of financial planning, tax planning, retirement planning, financing, or family office support with D&F Consult AG.

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Sources

1. D&F Consult AG home page
2. D&F Consult AG services overview
3. D&F Consult AG family-office services
4. D&F Consult AG services
5. D&F Consult AG services overview
6. D&F Consult AG philosophy
7. D&F Consult AG philosophy and security
8. FINMA licensed portfolio managers list

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.