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Julius Bär Family Office & Trust AG in Zürich - Fiduciary Zurich

Bahnhofstrasse 36 · 8001 · Zurich · Zurich

Overview

Julius Bär Family Office & Trust AG is a listed fiduciary or accounting provider based in Zürich, canton of Zurich, with reference address Bahnhofstrasse 36, 8001, Zürich, ZH. The services associated with the company include tax support, advisory, making it a candidate to review for SMEs, independent professionals, or local companies looking for support in the region. This profile helps prepare a first conversation: check whether the firm covers bookkeeping, year-end closing, tax topics, audit/revision, or advisory work depending on your needs. Public data confirms UID CHE103755868; team size, current capacity, and pricing should be requested directly from the company. Listed languages: de. Listed client segments: PME suisses. Additional public signals: Source officielle Zefix disponible.

Particularities

  • Location: Zürich (Zurich), address Bahnhofstrasse 36, 8001, Zürich, ZH.
  • Services to verify with the firm: tax support, advisory.
  • Additional signals: Source officielle Zefix disponible.
  • Current contact details should be confirmed directly with the company.

Best fit for

  • SMEs and independent professionals around Zürich looking for tax support, advisory.
  • Companies in the canton of Zurich comparing a local fiduciary provider.
  • Business owners preparing a first conversation about scope, pricing, and accounting tools.

Services

FiscalitéConseil

Languages & client focus

de

PME suisses

Digital signals

  • Source officielle Zefix disponible

Verified sources

The items below show which listing data is backed by an official or public source.

  • Official registryOpen source

    UID number

    CHE103755868

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Identified services

    Fiscalité · Conseil

    Die Gesellschaft bezweckt den Betrieb eines Family Offices sowie die Erbringung sämtlicher Dienstleistungen eines Trustees im Sinne von Art. 17 Abs. 2 FINIG. Sie erbringt insbesondere Dienstleistungen im Bereich der Beratung, Errichtung und Verwaltung von Gesellschaften, Stiftungen und Trusts im In- und Ausland sowie damit zusammenhängende Erbringung von Wirtschafts-, Finanz-, Rechts- und Steuerberatung und administrativen Dienstleistungen an Personen im In- und Ausland. Die Gesellschaft kann im In- und Ausland Zweigniederlassungen und Vertretungen errichten sowie Finanzgesellschaften und andere Unternehmen aller Art gründen, sich an solchen beteiligen und deren Geschäftsleitung übernehmen. Die Gesellschaft ist berechtigt, Grundstücke und Baurechte im In- und Ausland zu erwerben, zu belasten und zu verkaufen. Die Gesellschaft kann ausserdem alle mit dem vorgenannten Zweck direkt oder ind

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Verified information

    https://zh.chregister.ch/cr-portal/auszug/auszug.xhtml?uid=CHE-103.755.868

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Verified information

    ACTIVE

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Verified information

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Verified information

    Manual review is still required before commercial interpretation.

Points to confirm

  • Services actually offered and availability for new mandates.
  • Team size, contact person, and working languages.
  • Fees, engagement terms, accounting tools, and collaboration model.

Use this profile as a starting point to compare providers and prepare questions before a first conversation.

Next steps

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How this listing was built

Julius Bär Family Office & Trust AG in Zürich | Fiduciary Zurich | Numezis