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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,947 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesSt. GallenStoffel Sanktgallen
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Stoffel Sanktgallen

Summary

About the company

The core activity of Stoffel Sanktgallen is consulting and planning in the areas of pension planning, taxes and asset management for private individuals and companies in Switzerland. This includes in particular the optimization of pension plans, tax planning, asset protection, inheritance planning and the management of pension funds.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered6
Tax advisory
Tax advice, tax planning and optimisation of the tax burden; use of statutory deductions, coordination with occupational and bound pension provisions, support with the tax return.
Retirement planning advice
Advice on retirement planning for retirement, AHV, BVG and pillar 3a/3b; retirement planning, pension or lump-sum withdrawal, portability benefits and beneficiary rules.
Wealth management advice
Wealth management advice with risk analysis, assessment of securities portfolios, asset structure, asset protection, ETFs, and inclusion of real estate and pension assets.
Inheritance planning
Inheritance planning and transfer of assets, including statutory succession and reserved shares, business succession, executors of wills and tax questions related to inheritance.
Pension plan buy-ins (2nd pillar)
Advice on pension plan buy-ins for employees and self-employed persons, WEF withdrawals, contribution years and the tax implications within retirement planning.
Pension and tax analysis
Free analysis of your personal pension and tax situation today and in retirement age; assessment of AHV, BVG, pillar 3a/3b, pension and capital basis, and development of assets.
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Location

Oberer Graben 3
9000 St. Gallen

At a glance

Legal form
Sole proprietorship
UID
CHE-104.071.318
Founded
2006 · 20 years
Last commercial register change
January 19, 2009
Employees
1 to 10

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