Services

Six areas, coordinated in a single vision.

Our advisory areas work together. It is in this coherence that the value perceived by the client lies: not isolated services, but an orderly estate direction.

01
01 · Financial

Second-opinion financial advisory

Through founder Christian Fazio, listed on RegFix — the Swiss register of financial advisors and client advisors — Kresius SAGL offers an independent and qualified reading of the client's estate choices.

The activity is conducted in compliance with FinSA / LSerFi and results in a second-level assessment alongside the client's reference banking counterparts.

  • Independent portfolio review
  • Profile suitability analysis
  • Qualified dialogue with banks

RegFix registration can be verified in the public register of financial advisors and client advisors recognised under the FinSA / LSerFi.

02
02 · Corporate

Corporate advisory

We support entrepreneurs, entrepreneurial families and companies on governance, growth, reorganisation and generational transition, always coherent with the overall estate vision.

  • Governance and corporate structure
  • Extraordinary operations
  • Generational transition
03
03 · Legal

Legal advisory

We operate in coordination with leading Swiss law firms, to ensure clients qualified professional coverage across contracts, corporate, real estate and succession matters.

  • Contracts and corporate law
  • Real estate and succession law
  • Regulatory profile and compliance
04
04 · Tax

Tax advisory

Ordinary and extraordinary tax planning for individuals and companies, in Switzerland and across borders, with constant attention to the durability of the solutions.

  • Individual tax planning
  • Corporate tax and extraordinary operations
  • Italy–Switzerland cross-border matters
05
05 · Wealth

Wealth consolidation

Kresius SAGL provides a wealth consolidation service that aggregates the daily position of all current accounts in Switzerland and abroad in real time, delivering the overall value of liquid and illiquid assets.

The analysis includes monitoring of sectoral and geographic concentration risks, providing an up-to-date wealth overview on a daily basis. The consolidation statement also serves as a valuable document for institutional counterparts in financing requests.

  • Daily position of Swiss and foreign accounts
  • Real-time value of liquid and illiquid assets
  • Sectoral and geographic concentration analysis
  • Support for financing applications
06
06 · Real estate

Real estate development and transactions

Kresius SAGL supports clients across real estate operations: from opportunity sourcing to investment structuring, through to coordinating development and asset enhancement.

The work is carried out alongside architects, construction firms, notaries and lenders, always with an integrated wealth and tax view of each transaction.

  • Opportunity sourcing and analysis
  • Deal structuring and financing
  • Development, repositioning and enhancement
  • Acquisitions, disposals and notarial coordination
Next step

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