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DirectoryFinance & InsuranceFiduciary OfficesPullyEvora Wealth Experts SA
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Evora Wealth Experts SA

Summary

About the company

The core activity of Evora Wealth Experts is the provision of services in the field of wealth optimization and management for high and ultra-high net worth individuals and families. This includes: Fiduciary Services (management of assets and structures), Venture Capital Structuring (structuring of start-ups and venture capital investments), Wealth Planning (wealth planning and optimization), Estate Planning (estate planning and management), and Accounting (accounting and financial reporting). The company offers personalized and tailored advice to achieve its clients' long-term financial goals and preserve their wealth across generations.

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Wealth Planning
Wealth planning for high and ultra-high net worth individuals, optimizing tax burden on foreign investments in financial assets, private equity and real estate.
Estate Planning
Estate planning for high and ultra-high net worth individuals, including succession planning, tax optimization across jurisdictions, trusts and private foundations.
Fiduciary Services
Fiduciary services for tax and estate planning strategies, implementation and maintenance of structures, and incorporation and maintenance of offshore and onshore companies.
Accounting
Accounting for complex personal financial investments, bookkeeping and financial statement preparation, with reporting support for tax returns and declarations to the Brazilian Central Bank.
Venture Capital Structuring
Venture capital structuring for startups and investors, including offshore startup structuring, capital pool structuring, governance and tax optimization.

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Location

Avenue Chantemerle 11
1009 Pully

At a glance

Legal form
Corporation
UID
CHE-286.013.859
Founded
2021 · 5 years
Last commercial register change
November 1, 2022
Employees
1 to 10

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