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DirectoryFinance & InsuranceExternal Asset ManagementMuri B. BernGeelhaar & Hofer Vermögensentwicklung KLG
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Geelhaar & Hofer Vermögensentwicklung KLG

Summary

About the company

Geelhaar & Hofer Vermögensentwicklung KLG provides wealth planning and asset management services for private clients, including risk profiling and portfolio strategy. Its services include discretionary portfolio mandates, investment advice, real estate advisory and valuation, transaction support and financing advice; portfolio implementation is carried out in part via Trion Invest AG.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth management
Wealth management mandate and investment advisory with risk profile, investment strategy, portfolio construction, risk management, and decision-making bases for investment decisions.
Wealth planning
Wealth planning with an overall view of income, expenses, assets and obligations; building freely available and tied-up assets, retirement, pension and estate planning, as well as tax optimization.
Financing advisory
Financing advisory for real estate properties with issuing requests and negotiating mortgages and Lombard loans, as well as support with administrative and contractual matters.
Real estate advisory
Real estate appraisal and property valuation, as well as support during the purchase and sale of houses, apartments and income-producing properties, including marketing and administrative assistance.
Investment of retirement assets
Advice on investing retirement assets with solutions for the Pillar 3a and vested termination benefits, as well as recommendations for suitable providers for securities savings.
Questions on financial life planning
Advice on financial life planning covering topics such as early retirement, drawing a pension or taking a lump sum, family protection, estate, financing, taxes and real estate assets.
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Location

Dunantstrasse 57
3074 Muri B. Bern

At a glance

Legal form
General Partnership
UID
CHE-270.388.880
Founded
2020 · 6 years
Last commercial register change
August 26, 2020
Employees
1 to 10

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