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DirectoryFinance & InsuranceFinancial ServicesRussinCWS Consultant (Switzerland) Sàrl
CWS Consultant (Switzerland) Sàrl Logo
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CWS Consultant (Switzerland) Sàrl

Summary

About the company

The core activity of CWS Consultant (Switzerland) Sàrl is the provision of independent financial and trust consulting services, including: wealth planning and management, succession planning and management, tax and legal planning, investment advice and management, and fiduciary structures and asset management. The company provides its clients with individual and independent advice to achieve their financial goals and optimize their asset situation.

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Industry:Financial Services
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Advice on international tax and legal planning
Advice in international tax and legal planning, taking into account personal and family circumstances, with interdisciplinary and inter-jurisdictional collaboration.
Family planning
Reviewing existing structures or proposing new ones depending on the family situation, with an international perspective, experience and ongoing updates.
Monitoring and consolidation of investment portfolios
Monitoring, oversight and consolidation of investment portfolios to support efficient strategic decisions, with information and ongoing guidance.
Investment structuring and asset allocation
Support in reviewing and implementing investment decisions as well as in allocating assets according to preferences, time horizon and risk tolerance.

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Location

Route des Molards 11
1281 Russin

At a glance

Legal form
Limited Liability Company
UID
CHE-412.261.733
Founded
2020 · 6 years
Last commercial register change
December 17, 2020
Employees
1 to 10

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