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DirectoryFinance & InsuranceFiduciary OfficesZurichInnoVersal Financial Services GmbH
InnoVersal Financial Services GmbH Logo
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InnoVersal Financial Services GmbH

Summary

About the company

InnoVersal Financial Services GmbH provides services in insurance management, tax advisory, accounting and business consulting. Its offerings also include inheritance and contract advice, company formation and corporate transactions, as well as real estate services for private individuals, SMEs and international companies.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered7
Insurance management
Preparation and comparison of quotations, claims management, file management, advice on insurance matters, and the creation of retirement-planning concepts and retirement-planning advice.
Tax advisory
Preparation of tax returns for individuals and legal entities, tax planning, tax optimisation, tax apportionments, assessments, and advice on special taxes, VAT and tax penal proceedings.
Accounting
Managing financial accounting including payroll, accounts payable and accounts receivable, preparing financial statements, statement advisory services, budget planning, reporting, analyses and business valuations.
Business consulting
Establishment and domiciliation of companies, incorporation of public limited companies, GmbHs and foundations, mergers, reorganisations, restructurings, liquidations, as well as succession arrangements and process optimisation.
Inheritance consulting
Advice on drafting wills, preparation of inheritance contracts, will execution, estate divisions, representation of heirs, as well as planning and optimisation of inheritance taxes.
Contract consulting
Incorporation documents for legal entities, commercial register entries and amendments, shareholder agreements, and standard purchase, loan and brokerage agreements.
Real estate
Purchase and sale, valuations and property management.
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Location

Seefeldstrasse 62
8008 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-104.275.619
Founded
1998 · 28 years
Last commercial register change
February 11, 2009
Employees
1 to 10

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