Advisory Services

Advisory Services

Opening bank accounts and registering your company are some of things you need to consider when moving to Switzerland. Together with EPEK, your family and business can profit from the unparalleled business landscape and services presented here.
Swiss Offices

Through our long term partnerships with some of the leading Banks, Financial Professionals and Lawyers we are able to leverage their expertise to maximize your growth and future financial stability. This can range from the following services we are able to offer:

Wealth Advisory

  • We support our clients in securing the growth and future of their financial assets as well as meeting their ongoing obligations. Our wealth advisory services are directed at assisting our clients in achieving their long term wealth planning objectives. 

Bank Accounts

  • We support our clients in opening bank accounts in some of the leading banks in Switzerland, as well as obtaining lucrative credit and financing solutions.

Economic Citizenship

  • We work with various jurisdictions, including: Malta, Austria, Spain, Portugal, Cyprus, United Kingdom, Dominica and Bulgaria. We support and guide our clients during the economic citizenship/residence programme application process.


Corporate Finance Advisory

  • We support and guide our clients through any corporate finance issue, including M&A, capital transactions, and valuations.


Independent Market Research

  • Through our global network of independent research analysts, we are able to provide our clients with customized research on companies, markets and investments.


EPEK Advisory GmbH, Chriesimatt 46, 6340 Baar (Zug), Switzerland
Phone: +41 22 331 85 49
Email: Contact us

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