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DirectoryFinance & InsuranceFiduciary OfficesGrand-LancySwiss Elite Leader Sàrl
Swiss Elite Leader Sàrl Logo
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Swiss Elite Leader Sàrl

Summary

About the company

Swiss Elite Leader Sàrl provides tax and financial advisory services, including wealth and investment management. The firm acts as a tied agent of Groupe Mutuel for insurance solutions and also supports clients with pension planning, real-estate transactions and financing.

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Products & services

Industry:Fiduciary Offices
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7
Tax optimization
Strategic tax optimization, complete audit, synchronisation of payments, BVG buy-ins, mortgage amortisations and distributions to smooth the tax burden.
Tailored financial strategy
Tailored financial strategy, cash-flow steering, allocation of liquid funds, management of mortgage debt, tax optimization and regular reporting.
Insurance and pension solutions
Tailored solutions, needs assessment, explanation of coverages, optimization of premiums/benefits, life, health and accident insurance, household and liability insurance, and 3rd pillar.
Wealth and asset management
Wealth and asset management, analysis of the financial situation, definition of priorities and an investment strategy aligned with needs and goals.
360° real estate support
Real estate support for financing, purchase, sale and construction, with identification of qualified buyers and optimization of the resale value.
Wealth management
Wealth management with delegation to experts, saving time, securing the future of the family and support for professional and personal projects.
Personalised advisory appointment
Online booking of a personalised meeting with an advisor, consultation of availability and reservation of a time slot.
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Location

Esplanade de Pont-Rouge 9 a
1212 Grand-Lancy

At a glance

Legal form
Limited Liability Company
UID
CHE-487.765.897
Founded
2024 · 2 years
Last commercial register change
November 1, 2024
Employees
1 to 10

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