The core activity of SWISS INVESTPLAN AG is independent and objective wealth management, particularly in the areas of asset protection and growth, as well as providing services related to real estate, architecture and accounting.
Real estate brokerage for purchase and sale of real estate and plots of land, including valuation, buyer search, sales documentation, negotiations and notarial transfer of ownership.
Architecture and construction consulting
Architecture and construction consulting from needs clarification through analysis and cost estimation to project, detailed design and construction planning as well as project and construction management.
Construction cost and project planning
Construction cost estimates, project plans, working drawings and building submissions for new-build, conversions and renovation projects, including coordination of administrative processes.
Project and construction management
Project and construction management with schedule and cost control, review of materials, regulations and construction contracts, as well as acceptance and handover of the construction project.
Accounting
Financial and payroll accounting with accounts receivable and accounts payable accounting, preparation of financial statements, interim financial statements, as well as VAT, social security and withholding tax reporting.
Knowledge
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