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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAgence Suisse Du Patrimoine SA
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Agence Suisse Du Patrimoine SA

Summary

About the company

The core activity of Agence Suisse du Patrimoine is the consulting and management of assets for private individuals, particularly entrepreneurs, executives, freelancers and their families. The services include, among others: asset management and structuring, international tax consulting, retirement planning, financial planning and consulting, and diversification of assets. The company offers a comprehensive range of services to optimize, secure and increase the assets of its clients.

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Industry:External Asset Management
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5
Wealth structuring advisory
Advisory on structuring and organising wealth, with a legal and tax approach, optimised transmission of capital, family governance and support on family, professional, wealth and tax matters.
International wealth management advisory
Advisory for non-residents, impatriates and expatriates, adapting wealth management to the family and tax context, structuring assets, transfers of residence and international wealth planning.
Retirement planning for international careers
Preparation for retirement, Swiss and French pension solutions, estimation of entitlements, withdrawals from the 2nd and 3rd pillars, reinvestment of capital and international tax planning.
Financial management advisory
Prudent, balanced or dynamic portfolio management, multi-supports and multi-assets, with selection and regular revaluation of bonds, equities, real estate, alternatives and commodities.
Diversification advisory
Wealth diversification via unlisted solutions, using private equity, private debt, real assets and real estate, in particular through club deals and selected investments.

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Location

Rue Rodolphe-Toepffer 8
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-198.664.342
Founded
2020 · 6 years
Last commercial register change
February 21, 2022
Employees
11 to 20

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