


HNWI Planning
Individual and Family Services • Montagnola, Ticino, Switzerland • 1-10 Employees
Company overview
| Headquarters | Via Sart 10, Montagnola, Ticino 6926, CH |
| Websites | |
| NAICS | 6241 |
| Keywords | Succession Planning, Estate Planning, Retirement Planning, Wealth Planning, Real Estate Planning Solutions |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at HNWI Planning
Luca Di Fede
CEO
About HNWI Planning
HNWI Planning is a company represented by professionals with an average of more than 30 years of experience in the Private Insurance industry and specialised in Estate Planning and Wealth Allocation. HNWI Planning, an international company based in Switzerland, has an overview for HNWI and UHNWI clients with a specialisation in the analysis of generational transition. HNWI Planning employs its own team of advisors.
HNWI Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Individual and Family Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
HNWI Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
HNWI Planning has never raised funding before.
Frequently asked questions
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