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Caputo & Partners AG — Finanzberatung in Zürich

№2 · Financial Advisors ZürichClosed · opens Monday at 09:00

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Caputo & Partners AG

5.0(191)Ratings via GoogleFinancial Advisor

Hero Score

Excellent
70Hero Score
Rating43/45
Review count14/20
Request activity0/20
Profile quality13/15

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About Caputo & Partners AG

Caputo & Partners AG is a renowned boutique law firm based in Zürich that specializes in international wealth management and asset protection. Thanks to over 30 years of experience in the international financial world, the founders and lawyers, in particular Enzo Caputo, have developed a deep understanding of the needs of wealthy clients. The firm specializes in solving complicated problems relating to banks, wealth management, and international taxes. Its goal is to ensure that clients' assets are protected and that they gain access to the best financing and investment opportunities.

The services offered range from opening Swiss bank accounts to wealth management and complex inheritance matters. For international clients who want to move to or invest in Switzerland, Caputo & Partners offers tailor-made strategies for tax optimization and the acquisition of second residences through programs such as the Golden Visa and lump-sum taxation.

The Caputo & Partners AG team is known for its flexible and fast solutions. The firm places great value on personal contact and client service, which is reflected in the consistently positive reviews from its clients. In addition, particular attention is paid to educating the next generation with regard to wealth management, in order to ensure that the accumulated wealth remains protected in the future as well.

In their work, the lawyers distinguish themselves not only through legal knowledge but also through extensive knowledge of banking. This enables them to advise clients effectively even within the complicated structure of the Swiss banking system. The firm receives support not only from the clients themselves but also through a strong network with far-reaching connections in the financial world. Caputo & Partners AG has established itself as the first choice for international clients who place value on tailor-made and trustworthy advice in banking and financial law.

Services

Opening Swiss bank accounts
Resolving frozen, inherited or dormant accounts
Wealth management and asset protection
Tax optimisation, including lump-sum taxation in Switzerland
Relocation services
Golden Visa and investment citizenship programmes (Portugal, Italy, Spain)
Company formation in Switzerland

At a glance

Founder Enzo Caputo, a former UBS international tax lawyer with over 30 years of experience in private banking and international tax law
Over 600 Swiss bank accounts opened, 357 inheritance cases resolved, more than 80 dormant accounts recovered
Direct access to the CEO from day one, a zero-conflict-of-interest policy and an emergency hotline

Frequently asked questions

Where is Caputo & Partners AG located?

Caputo & Partners AG is based at Talstrasse 20, 8001 Zürich, 8001 Zürich in Zürich. You'll find the exact location, a map and directions on this page.

How do I get a no-obligation quote from Caputo & Partners AG?

Briefly describe what you need in the request form on this page. Caputo & Partners AG reviews it and sends you a no-obligation quote — at no cost to you.

How quickly does Caputo & Partners AG respond to a request?

As soon as your request comes in via this page, Caputo & Partners AG contacts you directly. No guaranteed response time is listed here.

What are Caputo & Partners AG's opening hours?

Caputo & Partners AG's current opening hours are listed at the top of this page.

Does Caputo & Partners AG offer Direkter CEO-Zugang ab Tag eins, Null-Interessenkonflikt-Politik, Notfall-Hotline?

Yes, Direkter CEO-Zugang ab Tag eins, Null-Interessenkonflikt-Politik, Notfall-Hotline is listed for Caputo & Partners AG. You'll find more of the business's features in the overview on this page.

How well is Caputo & Partners AG rated?

Caputo & Partners AG holds 5.0 out of 5 stars from 191 reviews. The rating is shown at the top of this page.

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Opening hours

Closed · opens Monday at 09:00

Monday09:00 – 17:00
Tuesday09:00 – 17:00
Wednesday09:00 – 17:00
Thursday09:00 – 17:00
Friday09:00 – 17:00
SaturdayClosed
SundayClosed

Address & contact

Talstrasse 20, 8001 Zürich
8001 Zürich

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