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DirectoryFinance & InsuranceExternal Asset ManagementSeuzachKoch & Partner Finanzberatung AG
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Koch & Partner Finanzberatung AG

Summary

About the company

The core activity of Koch & Partner Finanzberatung AG is wealth management, tax consulting and trust services as well as financial and pension planning. The company thus provides financial services aimed at supporting customers in managing and planning their assets.

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Products & services

Industry:External Asset Management
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Wealth management
Assumption of investment management mandates, custody account management with a Swiss bank, independent portfolio analyses, tailored investment proposals and tax-optimised investment strategies.
Tax consulting and fiduciary services
Preparation of tax returns, advice on tax matters and development of strategies for tax optimisation, taking tax considerations into account in financial planning.
Financial and retirement planning
Preparation of financial plans when transitioning from employment, neutral advice on benefits from the 2nd and 3rd pension pillars, identifying retirement coverage gaps and drafting retirement mandates.
Inheritance advisory
Advice on matters of inheritance law as part of comprehensive financial advice, combined with assessing legal issues relating to assets and estates.
Loan agreements
Drafting loan agreements as part of advice on legal matters and financing, in particular when developing personal financing models.

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Location

Im Wingert 3
8472 Seuzach
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.425.978
Founded
2008 · 18 years
Last commercial register change
December 12, 2022
Employees
11 to 20

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