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DirectoryFinance & InsuranceHolding CompaniesNeuchâtelBS Finance Holding SA
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BS Finance Holding SA

Summary

About the company

BS Finance Holding SA provides insurance advisory services and mortgage and real-estate financing advice, and also offers wealth management together with accounting and tax support. The services are aimed particularly at healthcare professionals.

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Offering

Products & services

Industry:Holding Companies
✓ Offered5
Insurance advice
Insurance advice for medical professions, with solutions tailored to private and professional needs, optimization of coverages, and support in the event of a claim.
Real estate financing
Mortgage financing for medical professions, with tailored solutions via a network of partner firms, feasibility analysis, negotiation, notarial support, and energy optimization.
Wealth planning
360° wealth planning with asset analysis, assessment of retirement provision, financial projections, preparation for retirement, succession and transfer.
Wealth management
Wealth management and wealth advisory via KAIROS Family Office SA, with analysis of the financial situation, development of solutions, and preparation for retirement.
Accounting and tax management
Accounting and tax management for medical professions, with tax and accounting support tailored to the needs of practices and practitioners.
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Location

Place Coquillon 2
2000 Neuchâtel

At a glance

Legal form
Corporation
UID
CHE-178.371.960
Founded
2020 · 6 years
Last commercial register change
November 13, 2020
Employees
1 to 10

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