Alporia SA provides tax and financial advisory services, including tax declarations, pension advice (LPP and 3rd pillar), health insurance guidance and investment/insurance consulting. The firm serves residents and cross‑border workers and partners with companies to deliver tailored fiscal and financial solutions for Swiss and French contexts.
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Industry:Insurance Brokerage & Consulting
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Swiss and French tax returns, standard DRIS correction, subsequent ordinary taxation TOU, review of tax notices and optimisation of taxes for residents and cross-border commuters.
Retirement and 3rd pillar advisory
Linked and free retirement planning, 3rd pillar A and B, retirement simulations, death capital, annuity or lump sum in case of invalidity, family protection.
Health insurance advisory
LAMal, CMU, supplementary health insurance and mutuals, coverage analysis, choice of insurance model, France–Switzerland coverage and additional benefits.
Financial investment advisory
Investments and asset placements, life insurance, SCPI, PER and real-estate investment, with simulations and comparison of solutions according to the tax situation.
Retirement planning
Analysis of future annuities, choice between annuity and lump sum, tax optimisation, anticipation of wealth transfer and coordination of the Swiss and French schemes.
Support for LPP and Freizügigkeits account
Search for 2nd-pillar assets, setup of a Freizügigkeits account, choice of foundation, personalised management and allocation according to the investor profile.
Business partnership
Tax, insurance and retirement planning support for resident and cross-border employees, with tailored solutions, ongoing service and HR support.
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