Wealth Management & Family Office
"Independent and Private - since 1987"
OUR
SERVICES
Wealth Management
Our added value is generated from our advisory in strategy and active asset allocation; primarily through diversified and cost-effective investment products by renowned banks and asset partners.
Real Estate
Amendris supports the investment and structuring of real estate portfolios and transactions.
Fine Arts
Art has become an asset class of its own and the complex and global art sector requires dedicated specialists.
Family Office
Amendris has been managing the private financial affairs and business interests of wealthy families for decades.
Tax & Legal
We provide legal and tax strategy services as an integral part of your strategy so you remain efficient.
Investments
Once you have been granted investor status with Amendris, you gain access to preselected investment proposals.
ABOUT US
Amendris AG, as our name suggests in several languages, aims to improve or change for the better. Established in 1987, our firm has one clear goal – to provide exceptional customer service by going the extra mile.
Time is a very valuable resource. It should therefore be spent with care and on things that really matter. With Amendris AG, you are able to address all of your Wealth Management and Familiy Office needs in one place – leaving you more time to do the things you love, with those who matter most to you.
We have gained extensive experience and expertise in advisory for Wealth Management and Family Office Services, including in banking, finance, mutual funds and alternative investments as fine arts and real estate as well as in law and tax over the years and know our market well. We are therefore able to provide bespoke services for private, corporate and institutional clients to ensure they have recourse to the best services on the market.
With a proven track record and a broad network of contacts, we are reliable and able to work for you.
Our experience and expertise offer a unique and holistic service package of excellent quality. This has been proven and tested by our clients during the past decades of business, in the national and international market. This sustainable long-term plan allows us to look forward to working with you closely to manage your needs.
We are independent and work with reputable partners as renowned banks or external asset managers to manage your needs.
Please feel free to contact a member of the team for an offer with no obligation in full privacy.
A WORD FROM OUR PRESIDENT OF THE BOARD
Beat Im Obersteg
President of the Board
Attorney at Law, MBA (economics & finance), Swiss Certified Tax Expert
There have always been long controversies if wealth makes people happier or not. Newer scientific research shows that wealth and money can buy happiness, if you buy free time, by engaging experts taking care of your assets and administration, for instance. This is what we do, making our clients happier by relieving them from their work and letting grow their wealth. We manage the structures actively, but follow a rather conservative approach in order to optimize and protect wealth while achieving excellent returns. Contact our team in Switzerland to find out more about well-being in wealth management.
Beat Im Obersteg, President
or use contact form
WHERE TO FIND US:
Amendris AG
Museggstrasse 8
6004 Luzern
Switzerland
Call us: +41 41 880 25 25
Note to agents and sales representatives:
We do not accept any telephone inquiries.
You can send us your inquiry using the contact form.
For any questions, please fill in the following contact form:
If you use the contact form for enquiries, your details given in the contact form will be stored by us, including your contact information for the purposes of handling the enquiry. Your personal data will not be passed on without your agreement. By clicking on "Send" and submitting your request (via SSL), you agree to these terms.