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DirectoryFinance & InsuranceFinancial ServicesWil SgFinancial Architects Schweiz GmbH
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Financial Architects Schweiz GmbH

Summary

About the company

The core activity of Financial Architects Schweiz GmbH is independent and individual financial consulting for private individuals, particularly in the areas of retirement planning, wealth planning, pension planning, estate planning, and real estate financing. The financial architect provides personal consulting and supports clients in planning and implementing their financial goals, enabling a financially worry-free future.

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Industry:Financial Services
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Wealth planning
Bank-independent wealth planning and investment advice, including personal analysis, investment decisions, selection of custodian banks, and support in implementing the investment strategy.
Retirement planning
Retirement planning for receipt of pensions or lump sums, mixed forms, tax optimisation, early retirement, AHV early withdrawal/deferment, liquidity planning, and affordability of the property in retirement.
Retirement provision advisory
Retirement provision planning in case of disability or death, with review of benefits from the 3 pillars, protection of the family, closing coverage gaps, and securing the property.
Estate planning
Estate planning and precautionary mandate to arrange assets, bills, company management, care, and distribution of the estate; including will, inheritance contract, cohabitation agreement, and execution of the will.
1e – individual executive pension provision
Individual executive pension provision solutions for incomes from CHF 129,000, with administration of over-mandatory pension assets for self-employed persons as well as executive, directorate, and executive management members.

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Location

Poststrasse 5
9500 Wil Sg

At a glance

Legal form
Limited Liability Company
UID
CHE-110.031.385
Founded
2003 · 23 years
Last commercial register change
December 5, 2017
Employees
1 to 10

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