Consulting Services
Wealth & Investments
Swiss tax planning, banking, investment strategy
Comprehensive financial planning for wealth in Switzerland and cross-border — from tax optimisation to portfolio building.
Stages
Financial Assessment
Review income, expenses, existing assets and liabilities.
Tax Planning Review
Analyse Swiss tax law and double-taxation treaties.
Investment Strategy
Risk profile, asset allocation, Swiss and international instruments.
Account & Structure Setup
Account opening, custody accounts, legal structures.
Portfolio Review
Performance measurement, rebalancing, risk management.
Ongoing Advisory
Regular consultation on market changes and life events.
We send a custom proposal based on your needs. The first short orientation call is free; we use it to understand your situation and agree next steps.
The advisors at svajc.com are not legal representatives and are not licensed financial advisors in the statutory sense. The information provided is general in nature and does not substitute legal, tax, or investment advice. Always consult a licensed professional before making investment decisions.