WITTWER finanzen-vorsorge.ch offers consulting services in the areas of financing, insurance, pension planning, capital investments, estate planning and will execution. The core activity includes creating individual solutions and plans for private individuals and companies, including financial and pension planning, risk management, insurance and pension funds.
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Industry:Financial Services
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Financial planning and pension planning with analysis of income, budget, assets and liabilities; a basis for liquidity, taxes, retirement provision and estate planning.
Retirement and estate planning
Retirement provision planning with power of attorney and advance directive, as well as estate planning with a marriage contract or inheritance contract and a will; including arrangements for the division of the estate.
Retirement provision analysis
Retirement provision analysis to determine your situation in the event of incapacity to work or death; a basis for measures to reduce financial risks, taking into account family, financial and business criteria.
Executor of will and inheritance division
Executor of a will and inheritance division, with support in implementing the testator’s final wishes; at your request including burial wishes, clearing work, liquidations and real estate sales.
Real estate sale
Real estate sales in connection with inheritance divisions, executor of a will or financial and retirement provision planning; support for property sales across Switzerland.
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