the experts behind FIN
In a financial world full of platforms, products and promises, FIN takes a different path.
FIN offers independent advice for people seeking real structure, not sales talk.
We start with your North Star — your personal direction — and build everything else around it.
Because everyone deserves financial clarity and honest guidance.
Financial & Tax Strategy
As a federal certified financial planner / CFP® and entrepreneur, Marlon always thinks one step ahead and turns tax and financial topics into efficient action. As a FIN client, you are at the center of everything: Marlon supports you personally and always finds solutions that fit your life situation.
Succession Planning
As a serial entrepreneur and experienced CEO, Kurt knows the challenges companies face — he brings not only years of experience but also real empathy. Especially for special topics like succession planning or interim management, he offers hands-on, personal support.
Back Office
Chiara stands out for her friendly and extremely careful way of working. She keeps even complex processes and deadlines in view at all times and ensures clear coordination for the entire team. With her great professionalism, she creates real added value for FIN — especially in our exchange with clients.
Tax Advisor
Mathis has an exceptional talent for numbers and specializes in international tax law for private individuals. With his analytical mindset and pragmatic approach, he finds a solution tailored to you in every situation.
Investment Strategy
Brice stands for real added value and clear principles in investing. He brings current financial expertise to the team and lives our philosophy — sustainable, individual, independent. As a CFA, Brice knows exactly what makes a successful and tailored investment strategy.
Lawyer
Cyril distills complex legal matters precisely and implements them in a practical way. His years of experience and pragmatic approach deliver real added value to our clients. We especially appreciate his ability to respond individually and efficiently to the needs of our clients in personal exchange.