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DirectoryFinance & InsuranceFinancial ServicesTeufen ZhRudolf Weber-Matter GmbH
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Verified· 3 sources

Rudolf Weber-Matter GmbH

Summary

About the company

Rudolf Weber-Matter GmbH provides financial and advisory services, including asset management, tax planning and tax returns, matrimonial and inheritance law, and estate and pension planning. The firm also advises on real estate and mortgage matters, insurance planning, and offers corporate consulting including assistance with company formation.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
Wealth management
Asset organisation and wealth management with an individual investment strategy, allocation, budget and asset analysis, a written agreement, wealth statements and biannual meetings.
Family and inheritance law planning
Estate planning and beneficiary arrangements, drafting of contracts, notarisation at the notary's office and appointment of an executor.
Tax planning & tax returns
Tax planning, tax optimisation and support with tax returns, including consideration of retirement provision, estates and investments.
Retirement planning
Retirement planning, questions regarding AHV, pension fund, (partial) lump-sum withdrawal, Pillar 3a/3b and the optimal withdrawal date.
Provision planning
Provision analysis and structuring for AHV/IV/EL, UVG/BVG and Pillar 3a/3b, including review of benefits in case of illness, accident, incapacity for work or death.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Oberteufenerstrasse 54
8428 Teufen Zh

At a glance

Legal form
Limited Liability Company
UID
CHE-108.532.347
Founded
1996 · 30 years
Last commercial register change
August 15, 2023
Employees
1 to 10

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