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DirectoryReal EstateReal Estate Project DevelopmentLausanneLGH Financial Strategy - Hauswirth
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LGH Financial Strategy - Hauswirth

Summary

About the company

LGH Financial Strategy - Hauswirth is a consultancy specialised in asset management for medium-sized fortunes. Services include independent investment advice and mandates (analysis/optimization, advisory, discretionary management), financial planning strategies and assistance with voluntary tax regularisation, supported by legal and tax partners.

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Offering

Products & services

Industry:Real Estate Project Development
✓ Offered6
Wealth management
Wealth management for mid-sized estates, placement optimisation, risk reduction, wealth monitoring and direct access to private investments.
Portfolio analysis and optimisation mandate
Portfolio analysis and optimisation mandate, review of the composition of investments, reduction of fees and search for tax-efficient management.
Classic wealth management mandate
Wealth management mandate with monitoring of investments and a search for performance suited to the client’s objectives and risk level.
Voluntary disclosure
Simple or complex voluntary disclosure, with support from legal and tax partners for the regularisation of tax situations.
Financial planning
Financial planning to define solutions tailored to personal, business or family objectives and to anticipate legal and tax developments.
Retirement planning after tax regularisation
Retirement planning after tax regularisation, integrating the organisation of pension solutions in a context of tax compliance.
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Location

Place de la Navigation 2
1006 Lausanne

At a glance

Legal form
Sole proprietorship
UID
CHE-424.738.038
Founded
2011 · 15 years
Last commercial register change
June 17, 2024
Employees
1 to 10

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