• Financial Advice & Family Office Services
  • Financial Advice & Family Office Services

The IMT Financial Advisory Division strives to advise Private and Institutional Clients comprehensively in all Aspects of Financial Affairs.


IMT Financial Advisors AG, KIWAL Wirtschaftstreuhand AG and IMT Trust Services AG are our professional Trust Companies. IMT Financial Advisors AG ("IMT") is the main company of our group and was established in 1985 with the vision to render Financial, Legal and Tax Advice to an international clientele in an increasingly complex economical environment. IMT's entrepreneurial success has lead to the segregation of different business units into separate and independent companies, which can refer more focused services to clients, all supervised by the Liechtenstein Financial Market Authority (FMA).

SERVICES

Asset Planning and Structuring
comprehensive advice of private clients regarding future and Succession Planning, Tax Planning, Investment Management and Risk Control, and development of a Family Strategy ("family governance")

Family Office Services
consulting and representation of wealthy families in their Financial and Business Affairs, and the handling of all services in relation thereto

Formation and Administration of Private, Commercial and Charitable Asset Holding Vehicles
trusts, foundations, companies, regulated investment funds, and other asset holding vehicles

Accounting
set-up, organization, implementation and keeping of Financial Statements and Balance Sheets

Controlling/Governance
implementation of Family and Corporate Governance Rules and Compliance Control

Tax Advice
tax planning, tax consulting, filing of tax returns

Consulting and Management of Businesses
support and consulting of the management of small and medium size companies in Financial, Economical, Tax and Investment Affairs, rendering of management and Supervisory Services, and handling of various Administrative Functions

Internal Audit and Compliance
Conduct of internal audit and compliance functions for licensed asset management companies.

Consulting of Private and Institutional Clients regarding the Development and Implementation of Philanthropic Strategies

TEAM

Financial Advice & Family Office Services

Erek Nuener

Attorney at Law, Dr. iur., LLM

  • Admitted to the Liechtenstein bar in 1997
  • Master Degree (LL.M.) Boston University, International Banking and Finance Law – 1998
  • Partner – 1998
  • Member of various Investment Committees and Supervisory Boards of Financial Services Companies
  • Languages: German & English

Stefan Gridling, Mag. iur.
Lawyer
s.gridling@imt.li

Bettina Jost, Senior Account Manager
BA (Applied Science in Business Administration)
b.jost@imt.li

Cynthia Kranz
Certified Trust Officer
c.kranz@imt.li

Eva-Maria Lins, Senior Account Manager
Certified Liechtenstein Fiduciary Expert
e.lins@imt.li

Birgit Oberhauser, Senior Account Manager
Certified Liechtenstein Fiduciary Expert
b.oberhauser@imt.li

Sandra Vaplon-Anrig
Certified Liechtenstein Fiduciary Expert
s.vaplon-anrig@imt.li

Melanie Vogt
Economist FH
m.vogt@imt.li

Daniel Kieber

Attorney at Law, Dr. iur., MCJ

  • Admitted to the Liechtenstein bar in 1990
  • Master Degree (M.CJ.)
    New York University – 1987
  • Partner – 2002
  • Languages: German, English & French

Marion Hermann
Certified Liechtenstein Fiduciary Expert

m.hermann@imt.li

Carmen Lang
School of economical studies
c.lang@imt.li

Thomas Mätzler

Economist, Mag. rer. soc. oec.

  • Economist (Mag. rer. soc. oec.) – 1993
  • Post Graduate Degree in Trust Services at the Liechtenstein University of Applied Sciences – 2004
  • Member of the Liechtenstein Trustees Association – 2004
  • Associate – 2000
  • Partner – 2007
  • Languages: German & English

Miriam Sprenger
Certified Liechtenstein Fiduciary Expert
m.sprenger@imt.li

Christa Burschowsky

Attorney at Law, Dr. iur.

  • Liechtenstein Bar Exam – 2003
  • Admitted to the Liechtenstein bar in 2011
  • Associate – 2004
  • Partner – 2013
  • Languages: German & English

Elias Zopfi, lic. iur.
Lawyer and Notary Public
 e.zopfi
@imt.li

Sabine Janert
Certified Liechtenstein Fiduciary Expert
s.janert@imt.li

Monika Pacher, Head of Internal Accounting

  • Chartered Specialist in Accounting and Financial Management,
    Federal Diploma of Higher Education
  • Associate – 1987
  • Languages: German & English
    m.pacher@imt.li


Toni Schlanser, Team Leader Accounting

  • Chartered Expert in Financial and Managerial Accounting and Reporting,
    Advanced Federal Diploma of Higher Education
  • Chartered Specialist in Accounting and  Financial Management,
    Federal Diploma of Higher Education
  • Associate – 2017
  • Languages: German & English
    t.schlanser@imt.li


Antonio Paglianiti, Team Leader Accounting

  • Swiss Certified Public Accountant
  • Chartered Specialist in Accounting and Financial Management,
    Federal Diploma of Higher Education
  • Associate – 2014
  • Languages: German, English & Italian
    a.paglianiti@imt.li


Stefan Gridling, Lawyer, Mag. iur.

  • Austrian Bar Exam – 2013
  • Associate – 2014
  • Languages: German & English
    s.gridling@imt.li


Elias Zopfi, Lawyer and Notary Public, lic. iur.

  • Swiss Bar Exam – 2012
  • St. Gallisch notary's examination – 2014
  • Associate – 2016
  • Languages: German & English
    e.zopfi@imt.li

Marion Hermann

  • Certified Liechtenstein Fiduciary Expert
  • Paralegal
  • Associate – 2017
  • Languages: German & English
    m.hermann@imt.li

Bettina Jost, Senior Account Manager

  • BA (Applied Science in Business Administration)
  • Associate – 2002
  • Languages: German & English
    b.jost@imt.li

Sabine Janert

  • Certified Liechtenstein Fiduciary Expert – 2014
  • Associate – 2012
  • Languages: German & English
    s.janert@imt.li

Cynthia Kranz

  • Certified Trust Officer
  • Associate – 2015
  • Languages: German &amp English
    c.kranz@imt.li

Carmen Lang

  • School of economical studies
  • Associate – 2000
  • Languages: German, English & French
    c.lang@imt.li


Eva-Maria Lins, Senior Account Manager

  • Certified Liechtenstein Fiduciary Expert
  • Associate – 2008
  • Languages: German & English
    e-lins@imt.li


Birgit Oberhauser, Senior Account Manager

  • Certified Liechtenstein Fiduciary Expert
  • International Diploma in office management (ESA)
  • Associate – 1996
  • Languages: German, English & French
    b.oberhauser@imt.li


Miriam Sprenger

  • Certified Liechtenstein Fiduciary Expert
  • Paralegal
  • Associate – 2017
  • Languages: German & English
    m.sprenger@imt.li


Sandra Vaplon-Anrig

  • Certified Liechtenstein Fiduciary Expert
  • Associate – 2007
  • Languages: German & English
    s.vaplon-anrig@imt.li


Melanie Vogt

  • Economist FH
  • Associate – 2017
  • Languages: German & English
    m.vogt@imt.li

CONTACT

FINANCIAL ADVICE

& FAMILY OFFICE SERVICES

Austrasse 56, P.O. Box 1235, 9490 Vaduz Liechtenstein

T +423 238 1717
F +423 238 1720

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