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DirectoryFinance & InsuranceHolding CompaniesWollerauLife Gate Consulting AG
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Life Gate Consulting AG

Summary

About the company

The company's purpose is to provide training, consulting and brokerage services in the finance, insurance and real estate sectors, as well as services in the trust sector. The company may establish branches and subsidiaries in Switzerland and abroad, acquire, sell and hold participations in other companies of any kind in Switzerland and abroad, and found, acquire, sell and hold other companies of any kind in Switzerland and abroad. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties. The company may conduct all business that is directly or indirectly related to its purpose.

Commercial register, canton of SZ·As of December 18, 2025View on Zefix
Offering

Products & services

Industry:Holding Companies
✓ Offered5
Financial planning
Comprehensive financial strategy including budget planning, asset and liquidity planning, tax planning, provision, investments, real estate, insurance and legal provision.
Pension planning
Structured pension planning with scenario simulation, analysis of AHV, pension fund and assets, comparison of lump sum or pension, tax optimisation and estate structuring.
Provision analysis
Analysis of the provision situation with identification of coverage gaps in the event of death and disability, overview of AHV, IV, pension fund and the 3rd pillar, as well as solutions for family and income.
Independent insurance advisory
Analysis of existing insurance policies, review for gaps, double insurance and overinsurance, market comparison, quotation comparisons and support in the event of a claim.
Real estate advisory
Advisory support for buying or selling real estate with market value assessment, mortgage comparison, affordability analysis, liquidity planning and coordination with bank and notary.
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Location

Samstagernstrasse 45
8832 Wollerau

At a glance

Legal form
Corporation
UID
CHE-433.900.438
Founded
2016 · 10 years
Last commercial register change
December 18, 2025
Employees
1 to 10

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