We help clients make confident decisions in finance and business. Our advice combines rigorous analysis with practical execution — tailored to Swiss standards and international needs.
Tailored consulting on wealth organization, estate considerations and cross‑border residence or relocation matters.
Decision support for board and management: strategic options, valuations, financing paths and project execution.
Market, sector and transaction research with clear deliverables and transparent assumptions.
Practical guidance on company setup, holding structures and stakeholder alignment with reputable partners.
Lightweight frameworks to raise standards without adding bureaucracy.
Hands‑on support to turn recommendations into results, working alongside your team and advisors.
Entrepreneurs, executives and families seeking an independent sounding board across financial and cross‑border topics.
From first institutional financing to succession planning — practical, unvarnished advice.
Targeted support for transactions, market entries and portfolio reviews.
We clarify objectives, constraints and decision criteria. Clear scope, no jargon.
We build a fact base and options with transparent assumptions and sensitivity where it matters.
We summarise trade‑offs, make a recommendation and align stakeholders.
We help deliver, coordinating trusted legal, tax and banking partners where appropriate.
ITS Research & Finanzdienstleistungs AG is an independent consulting firm headquartered in Rapperswil SG, Switzerland. We combine analytical depth with pragmatic execution to help clients move from complexity to clarity.
Tell us what you want to achieve and we’ll outline pragmatic options — in plain language.
Haldenstrasse 13
8640 Rapperswil SG
Switzerland
Phone:
+41 55 588 01 36
Email:
info@itsrf.ch