Introductions to Swiss Wealth Management Institutions
Advisory support relating to engagement with Swiss wealth management institutions. We assist with defining client objectives, institutional positioning and onboarding preparation.
Zürich · Switzerland
An Independent Swiss
Advisory Firm.
Supporting international clients, family offices and professional advisors through compliance preparation, onboarding support and coordination relating to Swiss financial institutions.
Independent advisory · Not a regulated financial institution
About
Your Independent Partner for Engagement with Swiss Financial Institutions
Latzman Advisors AG is a Zurich-based advisory firm supporting international clients, family offices and professional advisors in their engagement with Swiss financial institutions.
The firm combines compliance expertise with practical knowledge of Swiss financial market expectations, providing advisory support, compliance preparation and coordination throughout institutional onboarding processes.
Services
Areas of Expertise
Financing
Structuring
Advisory support and coordination for private and corporate financing structures. We facilitate documentation preparation and communication with Swiss financial institutions.
Insurance-Based
Wealth Planning
Coordination relating to PPLI frameworks and long-term succession planning structures, working alongside specialised legal and insurance professionals.
Introductions to Swiss Financial Institutions
Through our professional network, we facilitate introductions between clients and suitable Swiss financial institutions, supporting preparation, coordination and communication throughout the engagement process.
Compliance & Onboarding
Compliance as a
Strategic Advantage.
Successful onboarding with Swiss financial institutions depends on clear and well-structured documentation. Our preparation and coordination support helps reduce complexity and facilitates a more efficient onboarding process.
AML / KYC documentation structuring
Cross-border onboarding considerations
Onboarding preparation & readiness
Compliance reviews & remediation
Alignment with Regulatory Expectations
Risk-based monitoring advisory
Why Latzman Advisors
Swiss Market
Expertise
Deep practical knowledge of Swiss financial market expectations, institutional requirements, and onboarding processes.
Compliance as
Strategy
We structure compliance preparation as a strategic advantage, enabling smoother and more efficient onboarding with Swiss financial institutions.
Independent &
Client-Focused
Fully independent from all financial institutions, acting solely in the interests of our clients and their advisors.
Discretion &
Precision
We operate with the discretion, professionalism, and Swiss precision that international private clients require.
How We Work
A Structured,
Transparent Process.
01
Understanding
Client Objectives
Reviewing your goals, institutional preferences, and documentation to define the most appropriate engagement path.
02
Compliance
Preparation
Structuring AML/KYC documentation, onboarding readiness, and regulatory alignment to meet institutional expectations.
03
Identifying Suitable Institutions
Supporting clients in identifying suitable Swiss financial institutions based on their profile, objectives and institutional fit.
04
Coordination &
Communication
Facilitating structured communication between all stakeholders throughout the onboarding and introduction process.
Consultation
Begin a Confidential
Conversation.
We welcome enquiries from international clients, family offices and professional advisors seeking independent advisory, compliance and onboarding support relating to Swiss financial institutions.
