Whether it is a matter of building a heritage on sound foundations, developing it efficiently or evaluating the best transmission formulas with regard to law and taxation, the solutions offered can be increasingly complex.
Using very advanced analysis and projection tools, as well as a good dose of experienced know-how … We will develop the best scenario for you, suited to your objectives.
Our aim : to be your single point of contact for multiple solutions, within the framework of a lasting relationship.
These are some of the many questions that everyone can and should ask themselves about their heritage. Finding adequate solutions among complex and diverse offerings requires professional guidance.
These are some of the many questions that everyone can and should ask themselves about their heritage. Finding adequate solutions among complex and diverse offerings requires professional guidance.
We advise you and recommend solutions with a global vision, taking into account legal, fiscal and financial aspects.
But 73% of tenants dream of one day becoming homeowners
Current levels stand at 57%, but decreases can be expected.
Making the right choices at the right times is the key to good wealth management…
We have been offering wealth management consulting services since 1999. We hope to remain by your side through the different stages in your life.
Our goal is to build a lasting trust-based relationship with you by affording you quality advice that will allow you to build, secure, optimize and pass on your assets.
Our 360 ° vision enables us to support you in all aspects of your wealth management.
All these questions deserve in-depth reflection, tailor-made solutions for you and personalized support.
There are many different offers on the market and only an experienced, neutral and qualified partner can offer you the security of making the right choices.
E-mail : pc@cgp-conseils.ch
Phone : +41 78 804 24 06
Speaks English, Italian and Spanish.
FINMA F01328565
