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DirectoryFinance & InsuranceFinancial ServicesSchönenwerdBeWe Consulting GmbH
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BeWe Consulting GmbH

Summary

About the company

The core activity of BeWe Consulting GmbH is the provision of financial services, in particular: financial planning for private and corporate clients, tax planning and tax optimization, pension planning and pension fund consulting, estate planning and generation contracts, and succession planning for SMEs. The company also offers consulting services in the areas of matrimonial law, inheritance law, cohabitation and patient advocacy.

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Products & services

Industry:Financial Services
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Financial planning
Personalised, individual financial planning for private clients and entrepreneurs, with networking of relevant areas, a retirement financial plan and support on provision topics.
Retirement provision planning
Analysis of the insurance situation and insurance needs, identifying overlaps and gaps in coverage, optimisation proposals, support for contracts and analysis of market offers.
Tax optimization
Individual tax optimisation based on private financial planning, with adjustments in occupational provision, use of family properties, salary and dividend policy, and reallocation of assets.
Matrimonial and inheritance law
Advice on marriage contracts, inheritance contracts and wills, including a situation analysis of descendants and property relationships, as well as contractual advice for clear financial arrangements.
Cohabitation
Advice for unmarried couples on gaps in provision, AHV, BVG and inheritance law, including a cohabitation agreement, inheritance contract or will, as well as beneficiary arrangements and protection.
Advance directives & care mandate
Support in the preparation of advance directives and advice on the individual care mandate, with proposals for suitable solutions and clear arrangements.
SME succession planning
Advice on business succession for SMEs, with tax-optimised transfer, questions on legal form, holding company, shareholdings, purchase price risks, succession issues and provision.
Pension fund consulting
Advice on BVG and pension fund solutions for companies and entrepreneurs, with analysis of funding ratio, conversion rate, costs, interest, entitlement to security and tax planning.
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Location

Gösgerstrasse 15
5012 Schönenwerd

At a glance

Legal form
Limited Liability Company
UID
CHE-411.968.362
Founded
2018 · 8 years
Last commercial register change
August 24, 2026
Employees
1 to 10

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