Verified· 2 sources

Finaversum SA

Summary

About the company

The core activity of Finaversum is financial and tax consulting for companies and private individuals, including risk management, succession planning, company valuation, long-term planning and strategic consulting.

AI-generated

Offering

Products & services

Industry:Fiduciary Offices

✓ Offered8

Financial, tax and succession advice

Independent financial, tax and succession advice; financial planning, asset projections, tax optimization, retirement planning questions, early retirement and real estate financing.

Business succession

Business succession, value analysis in the event of sale or acquisition, legal advice on sale contracts, transformations and mergers.

Tax advice and tax burden optimization

Legal advice related to taxation in Switzerland or abroad, using legal aspects to reduce the tax burden, integration of succession matters.

Financial and wealth planning

Detailed projection of wealth over time, analysis of life scenarios, long-term support and consideration of financial, tax and succession aspects.

Advice on occupational pension provision

Analysis and tailored advice on occupational pension provision for individuals, partnerships and legal entities.

Outbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

Finaversum SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

Finaversum SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

No knowledge articles yet

Finaversum SA in comparison

Industry comparisons are coming soon

Similar companies