


Beryll Swiss Family Advisory
Financial Services • Küsnacht, Zurich, Switzerland • 1-10 Employees
Company overview
| Headquarters | Seestrasse 39, Beryll-SFa, Küsnacht, Ch-8700 , CH |
| Phone number | +41442677058 |
| Website | |
| NAICS | 52 |
| SIC | 609 |
| Keywords | Real Estate, Art, Concierge Services, Philanthropy, Family Wealth Planning, Family Governance, Legal And Tax Advice, Consolidation And Reporting, Wealth Planning And Structuring, Family Profile, Risk Management And Wealth Protection, Strategic Wealth Allocation |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Beryll Swiss Family Advisory
Peter Wild
Owner and Managing Partner
Beryll Swiss Family Advisory Email Formats
Beryll Swiss Family Advisory uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@beryll-sfa.ch), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@beryll-sfa.ch | 66.7% |
{first name}.{last name} | john.doe@beryll-sfa.ch | 33.3% |
About Beryll Swiss Family Advisory
While addressing family wealth planning and working alongside client families residing all over the world for the past ten years, we have found that many clients face very similar challenges. This has repeatedly been shown to be the case despite the support of professional advisors. Some of these challenges include: - Heightened complexity due to an increasingly demanding regulatory environment, elaborate family constellations as well as a lack of an overview of the diverse asset segments and liquidity demands families have. - Difficult coordination due to ownership across various tax jurisdictions and inadequate coordination between various advisors. - Absence of transparent decision-making processes to resolve or avoid disagreements between family members. Beryll-SFA and its partners are perfectly positioned to steer its clients through these challenging and complex issues. In this process, we act as an independent and discerning advisor which can assist in holding the reins while remaining free from conflicts of interest. Our comprehensive range of services stretches from developing a mutually agreeable form of family governance to providing advice on optimal asset structuring and finding an appropriate solution for maintaining and building family wealth. We are completely committed to working to preserve and optimize family holdings today, and for generations to come.
Beryll Swiss Family Advisory revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Beryll Swiss Family Advisory has never raised funding before.
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Frequently asked questions
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