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DirectoryFinance & InsuranceFinancial ServicesSévazLEM'S Consulting Sàrl
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LEM'S Consulting Sàrl

Summary

About the company

The company provides financial services and consulting for businesses and individuals, including: financial planning and optimization, tax consulting, asset management, real estate financing, corporate financing, mortgages, trust and holding structures, and succession planning and asset transfer. The company also offers specific services for different company sizes, ranging from micro-enterprises to large corporations.

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Private provision
Private provision 3a and 3b, calculation of gaps in provision, choice between a bank and an insurance company, coverage in case of incapacity for work or death.
Wealth management and investments
Investments, creation of capital, low-volatility real estate investments in French-speaking Switzerland, rental yields and support for the savings invested.
Real estate
Purchase feasibility, acquisition planning, mortgage, refinancing, rental-income properties and OBO to free up capital.
Taxes
Tax optimization, tax returns, tax rectifications, TOU and French declarations, with advice related to deductions and tax calculation.
Insurance
Advisory on liability, household, vehicle, legal protection, travel and other private coverages, as well as health insurance and supplementary insurance.
Health insurance
Advice on LAMal or CPAM, deductibles, cash-register models and supplementary coverage for outpatient care, hospitalization and alternative medicine.
Retirement planning
Calculation of AVS and LPP pensions, analysis of gaps in provision, search for LPP assets and detailed retirement planning.
Company creation
Determination of the legal status, incorporation in the commercial register, relationship with the notary and fiduciary, opening of the escrow account and opening accounting.
Business plan
Development of the business model, financial plan and processes, challenge of the forecasts, support during negotiations and dedicated application.
Human resources
Employment contracts, recruitment, work permits, salaries, social withholdings, salary certificates, onboarding and financial advice to employees.
Legal
Drafting of employment and mandate agreements, shareholders’ agreements and handling conflicts between employees and the company.
Financial optimization
Advisory for key men, amortizations, provisions, trust and holding, OBO/IBO, asset strategy, real estate, financing and mortgage.
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Location

La Guérite 10
1541 Sévaz

At a glance

Legal form
Limited Liability Company
UID
CHE-477.600.697
Founded
2022 · 4 years
Last commercial register change
May 8, 2023
Employees
1 to 10

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