Amedia Wealth SA is a fiduciary and financial services provider offering company formation and domiciliation, tax and accounting services, audit and payroll solutions, as well as private wealth management and investment advisory services.
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Industry:Family Offices
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Tailored advice to analyse the client’s wealth situation, retirement provision, real estate and tax position, then define strategies to optimise assets.
Estate planning
Advice in inheritance law, wills, succession contracts and tax planning for Swiss and international estates, with support regarding the implications in each canton.
Investing
Advice on investments in Switzerland, in particular equity market and financial investments, with individual support and analysis of the tax consequences.
Lump-sum taxation
Preparation of the application file for tax status, negotiation of the annual tax rate and support for taxation based on expenditure in Switzerland.
Life insurance
Advice on life insurance as part of financial planning and retirement provision, integrated into wealth services for private clients.
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