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DirectoryBusiness & Technical ServicesManagement ConsultingNyonSefty Sàrl
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Sefty Sàrl

Summary

About the company

Sefty Sàrl provides advisory services in insurance, pension planning, taxation and cross-border wealth and real-estate planning. The firm assists private clients and cross-border workers with administrative support, third-pillar optimisation, insurance comparisons and legal-protection matters.

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Products & services

Industry:Management Consulting
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9
Insurance
Insurance for cross-border commuters, with personalised support, needs assessment and comparison of market offers from multiple insurers.
Retirement planning
Retirement planning for Swiss residents, with personalised advice on choosing the 3rd pillar, monitoring, transfer and optimising retirement savings.
Taxation
Taxation for Swiss residents, with personalised support, tailor-made strategies and advice to optimise their tax situation within the Swiss framework.
Administrative support
Cantonal administrative support, with personalised advice, help completing forms and guidance in the process to obtain subsidies.
Legal protection
Legal protection for individuals, with comparison of offers, personalised advice and guidance to the appropriate policy based on budget and needs.
Cross-border support
Cross-border support for individuals between Switzerland and France, with advice on insurance, taxation, wealth management, real estate and financial investment.
Wealth structuring
Helvetic-French wealth structuring, with cross-border expertise, tailor-made solutions, ongoing follow-up and advice on tax, inheritance and wealth-related matters.
Real estate advisory
Cross-border real estate advisory, with market analysis, guidance on investment opportunities, a partner network and personalised support.
Financial investment
Advice on financial investment for cross-border commuters, with personalised strategy, portfolio management, return research and risk management.
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Location

Route de Saint-Cergue 303
1260 Nyon

At a glance

Legal form
Limited Liability Company
UID
CHE-132.583.782
Founded
2024 · 2 years
Last commercial register change
January 27, 2025
Employees
1 to 10

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