What CONFIDA does

CONFIDA is a Liechtenstein-based professional services group founded in 1964, operating across Liechtenstein and Switzerland with approximately 70 employees organized into three divisions: Immobilien/Baumanagement (real estate, construction management, and general contracting via the wohn-loft Immobilien AG subsidiary), Treuhand/Unternehmens- und Steuerberatung (fiduciary, accounting, payroll, tax, management consulting, and family office services), and Wirtschaftsprüfung (statutory and voluntary auditing through the affiliated CONFIDA Wirtschaftsprüfung AG). The firm serves high-net-worth individuals and families, SMEs, corporations, foundations, and property buyers/sellers, with deep specialization in Liechtenstein-specific regulatory frameworks including foundation and trust law and the country's double-taxation-treaty network.

The company generates revenue through a mix of transaction-based real estate brokerage and rental commissions, recurring fiduciary and payroll retainers, project-based tax advisory and management consulting, project-development margins and construction management fees from general contracting, and audit fees. Real estate listings are publicly priced on the company's website (rental units from approximately CHF 600/month to CHF 5,100/month; ownership apartments from approximately CHF 1.1M to over CHF 1.9M), while fiduciary, tax, and audit services are engagement-based and not publicly disclosed. The technology stack is standard professional-services software for accounting, payroll, property management, and tax declarations, supported by a CMS-based corporate site with property listing functionality and no proprietary AI or platform technology.

The go-to-market motion is sales-led and relationship-driven, with three managing directors (Harald Beck, Sascha Bonderer, Johannes Meier) acting as primary client relationship holders. The group is owned by a Liechtenstein foundation and its managing partners, with the Marxer family retaining significant influence through CONFIDA Holding AG; ownership is private with no public listing. Recent strategic activity includes the 2024 acquisition of a majority stake in elleta AG to enter digitalization consulting, alongside ongoing expansion in Liechtenstein real estate development.

Name

CONFIDA

Legal name

CONFIDA Holding AG

Website

https://confida.li

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

51–100 employees

Short description

CONFIDA is a Liechtenstein-based professional services group founded in 1964 with ~70 employees, offering integrated real estate, construction management, fiduciary, tax, audit, and family office services to high-net-worth families, SMEs, and property clients across Liechtenstein and Switzerland.

Ownership category

akta.pro rank

Product category

Professional Services (Fiduciary, Tax, Audit, Real Estate)

NAICS

Offices of Certified Public Accountants (541211), Offices of Real Estate Agents and Brokers (53121), Trusts, Estates, and Agency Accounts (52592), Management of Companies and Enterprises (551)

SIC

Services-Engineering, Accounting, Research, Management (8700), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG)

Keywords

• Fiduciary services
• Tax advisory
• Real estate services
• Construction management
• Auditing services

Headquarters

HQ city

Vaduz

HQ country

Liechtenstein

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Real Estate Sales and Rentals: Revenue from brokering and managing the sale and rental of residential and commercial properties in Liechtenstein. Properties are listed on the company's own website with prices ranging from CHF 600/month (1-room apartment) to CHF 5,100/month (6.5-room penthouse). Sales prices range from approximately CHF 1,095,000 to over CHF 1,875,000 for ownership apartments.
2. General Contracting and Construction Management: As general contractor and developer, CONFIDA manages real estate development projects from conception through completion, assuming responsibility for planning, permitting, and construction risks. Revenue is earned through project development margins and construction management fees.
3. Accounting and Trust Services: Bookkeeping, financial reporting, payroll administration, and trust services for individuals, SMEs, and institutional entities (foundations, trusts, corporations). Revenue is recurring through retainer or project-based engagements.
4. Tax Advisory: Tax declaration, tax planning, international tax advisory (including double taxation treaties), VAT services, and representation before tax authorities for clients in Liechtenstein and Switzerland.
5. Auditing: Statutory and voluntary audits for companies and institutions in Liechtenstein, delivered through the affiliated CONFIDA Wirtschaftsprüfung AG.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

CONFIDA is a Liechtenstein-based multi-divisional professional services firm offering integrated fiduciary and accounting, tax advisory, statutory and voluntary auditing, payroll administration, management consulting, and family office services. Through its Real Estate & Construction Management division — operating with subsidiary wohn-loft Immobilien AG — it provides property brokerage, rentals, property and facility management, construction management, and turnkey general contracting for residential and commercial projects in Liechtenstein and Switzerland.

Product overview

CONFIDA is a professional services firm operating as a multi-subsidiary group in Liechtenstein, offering integrated services across three main business segments: (1) Real Estate and Construction Management (Immobilien, Baumanagement, Generalunternehmung), (2) Fiduciary, Business and Tax Consulting (Treuhand, Unternehmensberatung, Steuerberatung), and (3) Auditing. The company provides a comprehensive portfolio of professional services including property sales/rentals/management, construction management, general contracting, accounting, payroll administration, tax advisory, management consulting, and family office services. The group includes subsidiaries wohn-loft Immobilien AG, Kurath und Pfiffner Verwaltungs AG, Ingold Treuhandpartner AG, and a majority stake in elleta AG (digitalization consulting). CONFIDA also operates a separate entity, CONFIDA Wirtschaftsprüfung AG, for auditing services.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Services (Immobilien) Comprehensive real estate services including property sales, rentals, property management, valuations, client representation, and facility management for residential and commercial properties in Liechtenstein.
• Construction Management (Baumanagement) Construction management services encompassing site management, cost and schedule planning, renovation and modernization projects, ensuring quality control from planning through completion.
• General Contracting and Real Estate Development (Generalunternehmung) General contracting and real estate development services, managing entire development and realization processes as general contractor, working with subsidiary wohn-loft Immobilien AG.
• Accounting and Trust Services (Rechnungswesen und Treuhand) Financial accounting, bookkeeping, financial statement preparation, trust services including administrative board mandates, franchise development, and management functions for individuals, SMEs, and institutional entities.
• Payroll Administration (Lohnadministration) Payroll processing services including social security settlements, expense regulations, employee participation plans, salary documentation, and personnel administration.
• Tax Consulting (Steuerberatung) Tax advisory services covering tax return preparation for individuals and legal entities in Liechtenstein and Switzerland, tax ruling applications, VAT returns, and international tax planning (including double-taxation treaty optimisation).
• Management Consulting (Unternehmensberatung) Business consulting services including company founding, coaching, acquisition/divestiture support, business valuations, succession planning, restructuring, and legal form conversions.
• Family Office Comprehensive family office services providing integrated advisory for high-net-worth individuals and families, coordinated with specialists from Marxer & Partner (legal) and CONFIDA Wirtschaftsprüfung AG (audit).
• Digitalization Consulting (Digitalisierungsberatung) Business digitalization consulting services acquired through majority stake in elleta AG, extending CONFIDA's service portfolio into digital transformation advisory.

Quantifiable outcome

• One of the leading companies for real estate and professional services in Liechtenstein since 1964
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered core and minor.

• wohn-loft Immobilien AGcoreOthersCONFIDA acquired wohn-loft Immobilien AG in 2014 as part of its restructuring. The subsidiary specialises as a developer and general contractor (Totalunternehmer) for residential and commercial real estate projects, operating as an integral part of CONFIDA's Immobilien division. Projects include the 'Im Zentrum Schaan' development and the House of Finance in Eschen.
• Kurath und Pfiffner Verwaltungs AGminorOthersA Swiss-based property management company listed as a subsidiary/partner of the CONFIDA group, collaborating within the real estate and property management business line.
• Ingold Treuhandpartner AGminorOthersA Swiss-based fiduciary/trust partner company of the CONFIDA group, collaborating in the provision of accounting and trust services.
• Marxer & Partner RechtsanwältecoreOthersA leading Liechtenstein law firm. CONFIDA's Family Office competency centre includes lawyers from Marxer & Partner as specialists within its team, providing clients with integrated legal services alongside fiduciary and tax advisory. Multiple CONFIDA board members (Florian Marxer, Hasan Inetas) are partners at Marxer & Partner.
• CONFIDA Wirtschaftsprüfung AGcoreOthersAn independent, self-governing partner company of the CONFIDA group providing statutory and voluntary auditing services. Operates from its own domain (confida-wirtschaftspruefung.li) and is referenced as part of CONFIDA's Family Office competency centre.
• LC Vaduz (Leichtathletikclub Vaduz)minorOthersLocal athletics club sponsored by CONFIDA as part of its community engagement programme.
• LC Schaan, TV Schaan (sports clubs), Skiclub Schaan, Bretschalauf Eschen, IG Fussballfreunde Unterland, FCSG FrauenminorOthersVarious Liechtenstein sports clubs and organisations sponsored by CONFIDA as part of its local community engagement and brand-building activities.
• Child Aid Papua, SOS KinderdorfminorOthersInternational charitable organisations supported by CONFIDA as part of its social engagement and corporate social responsibility activities.

Scale indicators4 records

Recent moves10 records

Expansion highlights4 records

Broad incumbents

• PwC Switzerland: Big Four firm with a longstanding Liechtenstein practice offering audit, tax, and advisory. Notably, CONFIDA's CEO trained at PwC Zürich, illustrating the career pipeline between Big Four and mid-tier Liechtenstein firms.
• Deloitte Switzerland: Big Four firm providing audit, tax, consulting, and financial advisory with a Liechtenstein office. Overlaps with CONFIDA on enterprise audit and tax advisory for cross-border Liechtenstein/Swiss clients.
• KPMG Switzerland: Big Four firm with a Liechtenstein presence delivering audit, tax, and advisory services. Operates at significantly larger scale and breadth than CONFIDA but overlaps on audit, tax, and corporate services for Liechtenstein/Swiss clients.
• EY Switzerland: Big Four firm with Liechtenstein and Swiss operations covering audit, tax, and transaction advisory. Competes for the same multinational and HNW clients served by CONFIDA's fiduciary and audit divisions.

Direct peers

• Mazars Switzerland: Global mid-tier accounting and advisory firm with Swiss and Liechtenstein presence. Closely comparable to CONFIDA in scale, positioning, and integrated service model targeting SMEs and HNW clients.
• Grant Thornton Switzerland: Mid-tier international audit and advisory network with Swiss/Liechtenstein footprint. Closely overlaps with CONFIDA's audit, tax, and business consulting offerings for SME and family-owned clients.
• BDO Switzerland: Global mid-tier audit, tax, and advisory network with a Liechtenstein office offering integrated professional services to SMEs and HNW clients — the closest head-to-head competitor to CONFIDA's fiduciary, audit, and tax lines.
• HLB International: Global mid-tier accounting and advisory network with member firms in Switzerland. Competes with CONFIDA on cross-border tax, audit, and advisory services for SMEs and HNW clients in the DACH region.
• RSM Switzerland: Mid-tier global audit, tax, and consulting network with Swiss operations. Comparable mid-market positioning to CONFIDA, competing for SME audit, tax compliance, and advisory mandates.

Others

• Centrum Bank AG: Liechtenstein bank originally spun off from CONFIDA in 1993 to handle asset management. Now independent, it operates in the same UHNW/wealth management ecosystem with overlapping client relationships but a different regulated activity (banking).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/confidavaduz
• LinkedInlinkedin.com/company/confida-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CONFIDA