Financial Advice & Family Office Services
Independent solutions across generations
The longest-established sector in our business, Financial Advisory & Family Office, has stood for excellent advice since 1985. As part of a carefully selected national and international network, we develop tailor-made strategies and solutions for our private and institutional clients. Our decades of independence and expertise enable us to respond precisely to the individual needs and specific life or business situations of our clients.
To ensure comprehensive and forward-looking support, our Financial Advisory & Family Office division works closely with all other areas of expertise within our group. This synergy enables us to create holistic and sustainable solutions—whether for private individuals, entrepreneurs, family offices, or institutional clients.
Our Services
Asset Planning & Asset Structuring

Comprehensive advice for private clients on future planning, succession planning, tax planning, asset planning, and risk management, including the development of a family governance.

Family Office Services


We advise and represent high-net-worth families on all financial, economic, and tax matters and handle all related administrative tasks.

Asset-Holding Structures

We support with the establishment and management of asset-holding structures for private, charitable, or commercial purposes. This includes Trusts, foundations, companies, regulated investment funds and other asset carriers.

Accounting

Structuring, organisation, preparation and management of annual financial statements and balance sheets.

Controlling/Governance

Implementation and monitoring of compliance with family and corporate governance rules.

Tax Consulting

Tax planning, tax advice, preparation of tax returns.

Consulting and Management of Companies

Support and advice for SME management on financial, economic, tax, and investment matters; assumption of management and control functions; and the performance of other administrative tasks.

Advisor to Private and Corporate Clients

Development and implementation of philanthropic strategies.

Internal Audit & Compliance

Taking on the role as internal audit and compliance function for licensed asset management companies.

Vertrauen ist die Grundlage jeden Erfolgs.
"Trust is the foundation of all success."
Daniel Kieber
Dr.iur., M.C.J, Attorney at Law
Team
Sandra Vaplon-Anrig
Sandra Vaplon-Anrig
Position

Senior Executive Assistant

Entry Date
2007
Career
Education
  • A levels/high school graduate
  • Liechtenstein Fiduciary Expert
Languages
German English
Sandra Vaplon-Anrig
Senior Executive Assistant
Teresa Scheidbach
Teresa Scheidbach
Position

Office & Compliance Assistant

Entry Date
2024
Career
Education

Business Studies

Languages
German English
Teresa Scheidbach
Office & Compliance Assistant
Iris Zaccheo
Iris Zaccheo
Position

Assistant Account Manager

Entry Date
2010
Career
Education

Business Studies

Languages
German English
Iris Zaccheo
Assistant Account Manager
Brigitte Baldauf
Brigitte Baldauf
Position

Assistant Account Manager

Entry Date
2009
Career
Education

Business Studies

Languages
German English
Brigitte Baldauf
Assistant Account Manager
Petra Vogt
Petra Vogt
Position

Accountant

Entry Date
2014
Career
Education
  • Certified Sales Manager
  • Marketing Planner with federal Diploma
  • Finance and Accounting Specialist
  • Human Resources Specialist with Swiss Federal Diploma
Languages
German English
Petra Vogt
Accountant
Ramona Savary
Ramona Savary
Position

Accountant

Entry Date
2024
Career
Education

Finance and Accounting Specialist

Languages
German English
Ramona Savary
Accountant
Corinne Nauer
Corinne Nauer
Position

Accountant

Entry Date
2008
Career
Education

Apprenticeship as a Bank Clerk

Languages
German English
Corinne Nauer
Accountant
Orietta D'Angeli
Orietta D'Angeli
Position

Accountant

Entry Date
2008
Career
Education

Vocational Training in Business/Commerce

Languages
German English Italian
Orietta D'Angeli
Accountant
Gabriella	Balajti
Gabriella Balajti
BSc
Position

Accountant

Entry Date
2024
Career
Education

Bachelor of Science in Business Administration with a focus on Finance and Accounting

Languages
German English Hungarian
Gabriella Balajti
Accountant
Fjolla Gashi
Fjolla Gashi
BSc
Position

Account Manager

Entry Date
2024
Career
Education
  • Apprenticeship as Commercial Employee in Fiduciary Services / Real Estate, Federal VET Diploma (EFZ)
  • Bachelor of Science in Business Law
Languages
German English French Albanian
Fjolla Gashi
Account Manager
Angelika Vonbank
Angelika Vonbank
Position

Senior Account Manager

Entry Date
2002
Career
Education

Business Studies

Languages
German English
Angelika Vonbank
Senior Account Manager
Dominik Schwaiger
Dominik Schwaiger
M.A. HSG
Position

Senior Account Manager

Entry Date
2020
Career
Education
  • Bachelor of Science (BSc) in Business Administration
  • Master of Arts (MA) in Management, University of St. Gallen (HSG)
Languages
German English French
Dominik Schwaiger
Senior Account Manager
Birgit Oberhauser
Birgit Oberhauser
Position

Senior Account Manager

Entry Date
1995
Career
Education
  • International Diploma in office management (ESA)
  • Certified Fiduciary Expert (Liechtenstein)
Languages
German English French
Birgit Oberhauser
Senior Account Manager
Eva Lins
Eva Lins
Position

Senior Account Manager

Entry Date
2008
Career
Education
  • A  levels/high school graduate
  • Liechtenstein Fiduciary Expert
Languages
German English
Eva Lins
Senior Account Manager
Carmen Lang
Carmen Lang
Position

Senior Account Manager

Entry Date
2000
Career
Education

Business Studies

Languages
German English French
Carmen Lang
Senior Account Manager
Cynthia Kranz
Cynthia Kranz
LL.M.
Position

Senior Account Manager

Entry Date
2017
Career
Education
  • LL.M. in Corporate, Foundation, and Trust Law    
  • Certified Liechtenstein Fiduciary Expert
Languages
German English
Cynthia Kranz
Senior Account Manager
Bettina Jost
Bettina Jost
BBA
Position

Senior Account Manager

Entry Date
2002
Career
Education

Diploma Business Economist (HF)

Languages
German English
Bettina Jost
Senior Account Manager
Sabine Maria Janert
Sabine Maria Janert
Position

Senior Account Manager

Entry Date
2012
Career
Education

Liechtenstein Fiduciary Expert

Languages
German English
Sabine Maria Janert
Senior Account Manager
Marion Huber
Marion Huber
Position

Senior Account Manager

Entry Date
2017
Career
Education
  • Liechtenstein Trust and Fiduciary Expert    
  • Paralegal
Languages
German English
Marion Huber
Senior Account Manager
Jacqueline Willi-Accola
Jacqueline Willi-Accola
Certified Finance and Accounting Specialist (BVS diploma)
Position

Internal Accountant

Entry Date
2024
Career
Education
  • Accounting  Clerk / Officer
  • Finance and Accounting Specialist (BVS)
Languages
German English
Jacqueline Willi-Accola
Internal Accountant
Fabienne	Nigg
Fabienne Nigg
Fachfrau im Finanz- und Rechnungswesen
Position

Internal Accountant

Entry Date
2016
Career
Education
  • Accounting Clerk (KV Switzerland/edupool.ch)
  • Finance and Accounting Specialist with Federal Diploma of Higher Education (Switzerland)
Languages
German English
Fabienne Nigg
Internal Accountant
Thomas Mathis
Thomas Mathis
eidg. dipl. Auditor (CPA equivalent), Degree in Business Administration (University of Applied Sciences)
Position

Chief Compliance Associate

Entry Date
2023
Career
Education
Languages
German English French
Thomas Mathis
Chief Compliance Associate
Florian Kindle
Florian Kindle
M.A. HSG, Attorney at Law
Position

Legal Associate

Entry Date
2021
Career
Education
Languages
German English
Florian Kindle
Legal Associate
Peter Vetsch
Peter Vetsch
lic.iur., LL.M.
Position

Senior Legal Associate

Entry Date
2024
Career
Education
Languages
German English French
Peter Vetsch
Senior Legal Associate
Roland Sax
Roland Sax
lic.iur.
Position

Senior Legal Associate

Entry Date
2019
Career
Education
Languages
German English French Italian
Roland Sax
Senior Legal Associate
Eva-Maria Rhomberg
Eva-Maria Rhomberg
Dr.iur.
Position

Senior Legal Associate

Entry Date
2021
Career
Education
Languages
German English
Eva-Maria Rhomberg
Senior Legal Associate
Antonio Paglianiti
Antonio Paglianiti
eidg. dipl. Auditor
Position

Head of Client Accounting

Entry Date
2014
Career
Education
Languages
German Italian English Spanish
Antonio Paglianiti
Head of Client Accounting
Beate Kitz
Beate Kitz
M.A. in Business Administration, LL.M.
Position

Team Leader Accounting

Entry Date
2014
Career
Education
Languages
German English
Beate Kitz
Team Leader Accounting
Daniel Kieber
Daniel Kieber
Dr. iur., M.CJ., Attorney at Law
Position

Partner KNS Attorneys at Law
Partner IMT Family Office Services

Entry Date
2002
Career
Education
Languages
German English French
Daniel Kieber
Partner
Christa Burschowsky
Christa Burschowsky
Dr. iur., Attorney at Law
Position

Partner KNS Attorneys at Law
Partner IMT Family Office Services

Entry Date
2004
Career
Education
Languages
German English
Christa Burschowsky
Partner
Thomas Mätzler
Thomas Mätzler
Mag. rer. soc. oec.
Position

Partner IMT Family Office Services
Partner IMT Asset Management
Partner IMT Tax Advice

Entry Date
2000
Career
Education
Languages
German English
Thomas Mätzler
Partner
Erek Nuener
Erek Nuener
Dr. iur., LL.M., Attorney at Law
Position

Partner KNS Attorneys at Law
Partner IMT Family Office Services
Partner IMT Asset Management
Partner IMT Tax Advice

Entry Date
1998
Career
Education
Languages
German English French
Erek Nuener
Partner
Downloads
Ein Familienvermögen ist viel mehr als die Summe der Finanzinvestments.
"A family fortune is much more than the sum of its financial investments."
Christa Burschowsky
Dr. iur., Attorney at Law