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FORTAX Private Wealth

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Canada

Founded in

2022 (3 Years)

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Get to know FORTAX Private Wealth

Founded in 2004 and based in Zug, Switzerland, FORTAX Private Wealth is an independent financial advisory firm dedicated to serving private individuals. The company positions itself as a partner for all financial and trust-related matters, providing a holistic suite of services. These include tax consulting, financial and investment advisory, retirement and pension planning, estate planning, and various trust services. Their mission is to offer personalized, independent, and client-centric solutions to manage and grow their clients' wealth across different life stages.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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