Five areas, coordinated in a single vision.

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.

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

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

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

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.