Stelicon supports high-net-worth individuals and families with structuring, succession planning and in international matters – discreet, independent and focused on long term security.

Structure wealth. Secure values. Facilitate investments. Connect generations.

Houses

Clarity in complex wealth situations

Many wealth situations become complex over time: international assets, real estate, risk management, succession planning or the coordination of different interests within the family. Stelicon creates structure and clarity – so that decisions become transparent, manageable and sustainable in the long term.

Wealth Structuring

Order and transparency across investments, real estate, risks and responsibilities. Searching partners for investments.

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Succession & Generational Planning

Securing wealth and values across generations – with clear roles and processes.

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International Situations

Advisory on cross-border constellations – with focus on feasibility and risk management.

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City

Services Overview

Our advice is aimed at individuals and families in need of tailor made portfolio structuring. Depending on the initial situation, we accompany you selectively or long term.

Services

Our Partners

Service Listing

Our advice is aimed at individuals and families in need of tailor made portfolio structuring. Depending on the initial situation, we accompany you selectively or long term.
We coordinate all relevant advisors, banks and service providers – as a neutral partner with oversight.
Clear structures for your individual wealth situations: holding structures, foundations, trusts, life insurance and more.
Forward-looking planning for a smooth transfer of assets and responsibilities.
Support in establishment and administration of trusts, foundations or life insurances in Switzerland and internationally.
Analysis and coordination of cross-border investments and structures.
Review and optimization of existing policies and/or creation of new insurance solutions.
Advice on the acquisition, sale and financing of properties.

Why STELICON?

Because we listen to you.

Financial decisions are among the most personal moments in life. They require trust, confidentiality and a partner who listens and understands.

We guide our clients with empathy and foresight, develop individual strategies and create sustainable solutions that go far beyond mere product sales.

Our aim is to guide and acompany you competently, reliably, trustingly and long term – across generations.

Client interest first

Advisory in the client's best interest

Structure instead of complexity

Understandable basis for decision-making

Confidentiality & Carefulness

Are top priorities

Implementation-oriented

Clear steps, clear responsibilities

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