According to a joint statement released on Friday, Unita Finanz & Treuhand has become a cooperation partner of Zwei Wealth. The Zug-based firm brings extensive expertise in trust services, business consulting, taxation, family office solutions, and digital assets.

The cooperation aims to strengthen access to Wealth Office Services in the Zug region.

Unita's clients will now have access to services ranging from wealth manager selection and portfolio monitoring to running their own Wealth Office, benefiting from local advisors with access to over 500 banks and asset managers.

Advisory services for digital assets

A key focus of Unita is its specialized advisory offering for digital assets, such as cryptocurrencies and tokenized investments. The partnership will thus create comprehensive solutions for entrepreneurial families, high-net-worth individuals, and international clients.

«With Zwei Wealth, we have found a partner who shares our values of transparency and independence,» says Unita CEO Cédric Schmid. «Together, we can offer our clients not only proven trust and advisory expertise but also state-of-the-art wealth management solutions.»

Unia was founded in 2013 and employs around 20 people, according to the company's website.