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DirectoryFinance & InsuranceFiduciary OfficesRehetobelwertewerkstatt Martin Schoch
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Verified· 3 sources

wertewerkstatt Martin Schoch

Summary

About the company

The core activity of the company "Wertewerkstatt" is the provision of consulting services in the areas of tax and asset consulting, pension and retirement planning, as well as legal and inheritance consulting. The company offers individual consulting and support in planning and securing financial and personal assets.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered3
Tax and Wealth Advisory
Prepare tax returns, tax advice, tax optimisation and tax planning, objections, as well as advice and planning of assets and inheritance/gifts.
Retirement and Pension Planning
Analysis of the personal retirement situation, planning of tax-optimised retirement provision, analysis of retirement gaps, preparation of the pension plan and periodic review of the solution.
Legal and Inheritance Advisory
Analysis of the personal situation, advice on a care mandate, advance directive, marriage, cohabitation and inheritance contracts, will, division of the estate and execution of the will.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

St. Gallerstrasse 18
9038 Rehetobel

At a glance

Legal form
Sole proprietorship
UID
CHE-296.674.181
Founded
2021 · 5 years
Last commercial register change
August 25, 2021
Employees
1 to 10

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