HERITAGE
Because “with time and patience, the leaf of the mulberry tree becomes silk”, we are the guardians of the preservation of your capital, often the result of several generations of work.
We provide you with technical expertise combined with a specific and efficient management process based on an independent and original vision, which has proven itself with the largest Swiss and foreign institutions.
We will use the “5 steps to choose abundance and become financially independent” formula
We offer you the following services :
- A mandate of accompaniment over a period of 3/6 or 12 months dedicated, at a rate of 2 sessions per month of 90 min. You can ask any questions you wish. We will set up a unique profile involving you in each investment decision.
- Personalized wealth planning, particularly for inheritance, using optimizing structures such as life insurance, pension plans, etc.
- Wealth distribution
- Quick” inventory of existing life insurance policies
- Advice on a specific financial investment
- Modality to set up for the financing of a project…
The steps are
- Inventory/client profile
- Evaluation of the scenarios
- Intervention of an expert if necessary
- Final offer
- Implementation
Discretionary management
Discretionary management is for you if you wish to delegate the management of your assets. We draw up a global action plan adapted to your objectives and constraints, the nature of your assets and the legislation.
We manage your portfolio within the framework of a privileged business relationship, in proximity and in respect of your values. AdvisorOne applies an “E.S.G.” filter when selecting investment supports.
INVESTMENTS
Offers open architecture, discretionary or accompanied management, as well as all types of services related to the consolidation and growth of capital: financial and real estate operations, patrimonial successions, investments in Switzerland and in Europe, negotiations and transactions, tax optimization.
Guided management
Would you prefer to be more involved in the management of your assets? Together we define your reference risk profile. We guide you in your choices and support you in seizing market opportunities – while respecting your investment policy.
The availability of our network of expertise allows you to access all the information you need to make decisions and build your own strategy.
Our role is to ensure that the various investment vehicles you have chosen are monitored over time. A continuous exchange allows for immediate arbitration reactivity, guaranteeing the consolidation of your financial assets.
PENSION
All decisions concerning professional life (1st salary, change of jobs, expatriation…) as well as family life (marriage, children, divorce…) have a consequence on future pensions, totally underestimated. When making major financial decisions, the impact on pensions should not be ignored.
Why it is important: when you retire, the 1st and 2nd pillars will not allow you to maintain your lifestyle.
While waiting for your retirement, take advantage of several options:
- Tax reduction
- Maximize your capital
- Become an owner
- Make your dreams come true
We accompany you to :
- Take stock of your current situation
- Compare investment solutions
- Choose a partner who practices fee transparency
- Find attractive returns
EXPERT WORDS
These articles do not constitute an offer to subscribe or investment advice. These articles may not be reproduced, distributed, communicated, in whole or in part, without the prior authorization of the management company.
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