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
Funktionen

Senior Executive Assistant

Eintritt
2007
Beruflicher Werdegang
Ausbildung
  • A levels/high school graduate
  • Liechtenstein Fiduciary Expert
Sprachen
German English
Sandra Vaplon-Anrig
Senior Executive Assistant
Teresa Scheidbach
Teresa Scheidbach
Funktionen

Office & Compliance Assistant

Eintritt
2024
Beruflicher Werdegang
Ausbildung

Business Studies

Sprachen
German English
Teresa Scheidbach
Office & Compliance Assistant
Iris Zaccheo
Iris Zaccheo
Funktionen

Assistant Account Manager

Eintritt
2010
Beruflicher Werdegang
Ausbildung

Business Studies

Sprachen
German English
Iris Zaccheo
Assistant Account Manager
Brigitte Baldauf
Brigitte Baldauf
Funktionen

Assistant Account Manager

Eintritt
2009
Beruflicher Werdegang
Ausbildung

Business Studies

Sprachen
German English
Brigitte Baldauf
Assistant Account Manager
Petra Vogt
Petra Vogt
Funktionen

Accountant

Eintritt
2014
Beruflicher Werdegang
Ausbildung
  • Certified Sales Manager
  • Marketing Planner with federal Diploma
  • Finance and Accounting Specialist
  • Human Resources Specialist with Swiss Federal Diploma
Sprachen
German English
Petra Vogt
Accountant
Ramona Savary
Ramona Savary
Funktionen

Accountant

Eintritt
2024
Beruflicher Werdegang
Ausbildung

Finance and Accounting Specialist

Sprachen
German English
Ramona Savary
Accountant
Corinne Nauer
Corinne Nauer
Funktionen

Accountant

Eintritt
2008
Beruflicher Werdegang
Ausbildung

Apprenticeship as a Bank Clerk

Sprachen
German English
Corinne Nauer
Accountant
Orietta D'Angeli
Orietta D'Angeli
Funktionen

Accountant

Eintritt
2008
Beruflicher Werdegang
Ausbildung

Vocational Training in Business/Commerce

Sprachen
German English Italian
Orietta D'Angeli
Accountant
Gabriella	Balajti
Gabriella Balajti
BSc
Funktionen

Accountant

Eintritt
2024
Beruflicher Werdegang
Ausbildung

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

Sprachen
German English Hungarian
Gabriella Balajti
Accountant
Fjolla Gashi
Fjolla Gashi
BSc
Funktionen

Account Manager

Eintritt
2024
Beruflicher Werdegang
Ausbildung
  • Apprenticeship as Commercial Employee in Fiduciary Services / Real Estate, Federal VET Diploma (EFZ)
  • Bachelor of Science in Business Law
Sprachen
German English French Albanian
Fjolla Gashi
Account Manager
Angelika Vonbank
Angelika Vonbank
Funktionen

Senior Account Manager

Eintritt
2002
Beruflicher Werdegang
Ausbildung

Business Studies

Sprachen
German English
Angelika Vonbank
Senior Account Manager
Dominik Schwaiger
Dominik Schwaiger
M.A. HSG
Funktionen

Senior Account Manager

Eintritt
2020
Beruflicher Werdegang
Ausbildung
  • Bachelor of Science (BSc) in Business Administration
  • Master of Arts (MA) in Management, University of St. Gallen (HSG)
Sprachen
German English French
Dominik Schwaiger
Senior Account Manager
Birgit Oberhauser
Birgit Oberhauser
Funktionen

Senior Account Manager

Eintritt
1995
Beruflicher Werdegang
Ausbildung
  • International Diploma in office management (ESA)
  • Certified Fiduciary Expert (Liechtenstein)
Sprachen
German English French
Birgit Oberhauser
Senior Account Manager
Eva Lins
Eva Lins
Funktionen

Senior Account Manager

Eintritt
2008
Beruflicher Werdegang
Ausbildung
  • A  levels/high school graduate
  • Liechtenstein Fiduciary Expert
Sprachen
German English
Eva Lins
Senior Account Manager
Carmen Lang
Carmen Lang
Funktionen

Senior Account Manager

Eintritt
2000
Beruflicher Werdegang
Ausbildung

Business Studies

Sprachen
German English French
Carmen Lang
Senior Account Manager
Cynthia Kranz
Cynthia Kranz
LL.M.
Funktionen

Senior Account Manager

Eintritt
2017
Beruflicher Werdegang
Ausbildung
  • LL.M. in Corporate, Foundation, and Trust Law    
  • Certified Liechtenstein Fiduciary Expert
Sprachen
German English
Cynthia Kranz
Senior Account Manager
Bettina Jost
Bettina Jost
BBA
Funktionen

Senior Account Manager

Eintritt
2002
Beruflicher Werdegang
Ausbildung

Diploma Business Economist (HF)

Sprachen
German English
Bettina Jost
Senior Account Manager
Sabine Maria Janert
Sabine Maria Janert
Funktionen

Senior Account Manager

Eintritt
2012
Beruflicher Werdegang
Ausbildung

Liechtenstein Fiduciary Expert

Sprachen
German English
Sabine Maria Janert
Senior Account Manager
Marion Huber
Marion Huber
Funktionen

Senior Account Manager

Eintritt
2017
Beruflicher Werdegang
Ausbildung
  • Liechtenstein Trust and Fiduciary Expert    
  • Paralegal
Sprachen
German English
Marion Huber
Senior Account Manager
Jacqueline Willi-Accola
Jacqueline Willi-Accola
Certified Finance and Accounting Specialist (BVS diploma)
Funktionen

Internal Accountant

Eintritt
2024
Beruflicher Werdegang
Ausbildung
  • Accounting  Clerk / Officer
  • Finance and Accounting Specialist (BVS)
Sprachen
German English
Jacqueline Willi-Accola
Internal Accountant
Fabienne	Nigg
Fabienne Nigg
Fachfrau im Finanz- und Rechnungswesen
Funktionen

Internal Accountant

Eintritt
2016
Beruflicher Werdegang
Ausbildung
  • Accounting Clerk (KV Switzerland/edupool.ch)
  • Finance and Accounting Specialist with Federal Diploma of Higher Education (Switzerland)
Sprachen
German English
Fabienne Nigg
Internal Accountant
Thomas Mathis
Thomas Mathis
eidg. dipl. Auditor (CPA equivalent), Degree in Business Administration (University of Applied Sciences)
Funktionen

Chief Compliance Associate

Eintritt
2023
Beruflicher Werdegang
Ausbildung
Sprachen
German English French
Thomas Mathis
Chief Compliance Associate
Florian Kindle
Florian Kindle
M.A. HSG, Attorney at Law
Funktionen

Legal Associate

Eintritt
2021
Beruflicher Werdegang
Ausbildung
Sprachen
German English
Florian Kindle
Legal Associate
Peter Vetsch
Peter Vetsch
lic.iur., LL.M.
Funktionen

Senior Legal Associate

Eintritt
2024
Beruflicher Werdegang
Ausbildung
Sprachen
German English French
Peter Vetsch
Senior Legal Associate
Roland Sax
Roland Sax
lic.iur.
Funktionen

Senior Legal Associate

Eintritt
2019
Beruflicher Werdegang
Ausbildung
Sprachen
German English French Italian
Roland Sax
Senior Legal Associate
Eva-Maria Rhomberg
Eva-Maria Rhomberg
Dr.iur.
Funktionen

Senior Legal Associate

Eintritt
2021
Beruflicher Werdegang
Ausbildung
Sprachen
German English
Eva-Maria Rhomberg
Senior Legal Associate
Antonio Paglianiti
Antonio Paglianiti
eidg. dipl. Auditor
Funktionen

Head of Client Accounting

Eintritt
2014
Beruflicher Werdegang
Ausbildung
Sprachen
German Italian English Spanish
Antonio Paglianiti
Head of Client Accounting
Beate Kitz
Beate Kitz
M.A. in Business Administration, LL.M.
Funktionen

Team Leader Accounting

Eintritt
2014
Beruflicher Werdegang
Ausbildung
Sprachen
German English
Beate Kitz
Team Leader Accounting
Daniel Kieber
Daniel Kieber
Dr. iur., M.CJ., Attorney at Law
Funktionen

Partner KNS Attorneys at Law
Partner IMT Family Office Services

Eintritt
2002
Beruflicher Werdegang
Ausbildung
Sprachen
German English French
Daniel Kieber
Partner
Christa Burschowsky
Christa Burschowsky
Dr. iur., Attorney at Law
Funktionen

Partner KNS Attorneys at Law
Partner IMT Family Office Services

Eintritt
2004
Beruflicher Werdegang
Ausbildung
Sprachen
German English
Christa Burschowsky
Partner
Thomas Mätzler
Thomas Mätzler
Mag. rer. soc. oec.
Funktionen

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

Eintritt
2000
Beruflicher Werdegang
Ausbildung
Sprachen
German English
Thomas Mätzler
Partner
Erek Nuener
Erek Nuener
Dr. iur., LL.M., Attorney at Law
Funktionen

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

Eintritt
1998
Beruflicher Werdegang
Ausbildung
Sprachen
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