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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCourtedouxAM Prévoyance & Patrimoine Sàrl
AM Prévoyance & Patrimoine Sàrl Logo
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AM Prévoyance & Patrimoine Sàrl

Summary

About the company

The core activity of AM Prévoyance Patrimoine Sàrl is patrimonial planning, i.e. wealth planning for private individuals. This includes the conception of individual wealth plans tailored to the specific needs and goals of clients. This encompasses the assessment of the current financial situation, the identification of problems and opportunities, as well as the development of strategies to achieve financial goals. The company provides these services exclusively on the basis of mandate contracts.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered3
Wealth-related financial planning
Wealth financial planning for private individuals, assessment of the socio-economic situation, analysis of needs and opportunities, advice and development of wealth strategies.
Comprehensive financial plan
Development of a comprehensive financial plan in interaction with the various areas of wealth planning, to support clients throughout their life stages.
Wealth advisory on mandate
Wealth advisory services carried out exclusively under a mandate agreement, with hourly rate and flat fee depending on the topics addressed.
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Location

Chantemerle 98T
2905 Courtedoux

At a glance

Legal form
Limited Liability Company
UID
CHE-160.945.413
Founded
2018 · 8 years
Last commercial register change
April 26, 2021
Employees
1 to 10

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