SWISS PRIVATE CLIENTS

LAKE ACTIVE CONSULTING ( LAC )

 

LAC Offer for Swiss Private Clients

AQUAMARINE

There are two elements of personal finance which are commonly overlooked: insurance, and taxes. The former, due to its opaque complexity, and the latter, due to it being an inescapable obligation. It may come as no surprise then, that these two elements are the first step to address in building a smart and efficient financial future.

OUR OFFER:

  • Full audit of your private, healthcare, and pension insurance policies

  • Administrative management of your existing insurance portfolio

  • Market comparison of insurance contracts at each maturity

  • Annual Swiss tax return

TOPAZ

For clients with active pension investments, investment portfolios, or large insurance portfolios, the integration and oversight of these elements within your overall financial management strategy is key in avoiding unforeseen knock-on effects and losses. 

OUR OFFER:

  • Full audit of your private, healthcare, and pension insurance policies

  • Administrative management of your existing insurance portfolio

  • Market comparison of insurance contracts at each maturity

  • Annual Swiss tax return

  • Claims assistance and mediation with insurance companies

  • Management of your private pensions (incl. Swiss Vested Benefits and International Pensions)

  • Management of your direct investment portfolios

SAPPHIRE

For our clients with the most discerning needs, or diverse direct-investment portfolios, we offer a complete financial management solution, with the addition of bespoke retainer services.

OUR OFFER:

  • Full audit of your private, healthcare, and pension insurance policies

  • Administrative management of your existing insurance portfolio

  • Market comparison of insurance contracts at each maturity

  • Annual Swiss tax return

  • Claims assistance and mediation with insurance companies

  • Management of your private pensions (incl. Swiss Vested Benefits and International Pensions)

  • Management of your direct investment portfolios

  • Bespoke Family, Financial and Legal retainer services

 

Geneva 

Arnold-Winkelried 6 

1201 Geneva

Nyon

Marchandises 12

1260 Nyon

+41(0)22 525 55 58

FINMA #33298

A.R.I.F. AFFILIATION #3180

COPYRIGHT © 2019 BY LAKE FINANCE INTERNATIONAL SÀRL - ALL RIGHTS RESERVED

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