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DirectoryFinance & InsuranceExternal Asset ManagementGenevaAvacore Wealth Planning SA
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Verified· 3 sources

Avacore Wealth Planning SA

Summary

About the company

The core activity of Avacore Wealth Planning S.A. consists of providing services in the field of wealth management and wealth protection for private international clients. This includes in particular: wealth consulting (Conseil patrimonial), legal advice in the areas of marriage and inheritance law, international private law and tax law, setting up wealth structures (Véhicules patrimoniaux), training of wealth managers (Gérants), and family governance. The company thus offers comprehensive services to protect and manage the wealth interests of its clients.

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Offering

Products & services

Industry:External Asset Management
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✓ Offered
5
Wealth advisory
Legal and tax advice for business owners, executives, expatriates and international families; comprehensive wealth analysis, transfer of tax residence, Exit Tax, tax optimisation and wealth transfer.
Wealth-holding structures
Structuring of asset-holding companies, participation holdings, SCI, trusts and foundations to hold, protect and transfer assets in a cross-border context.
Family governance
Organisation of family decision-making, family charters, governance of family companies, preparation of future generations and management of sensitive situations.
Manager training
Training in international wealth taxation, mobility and transfer of tax residence, international donations and successions, wealth structuring and tax updates.
Regularisation of assets
Tax regularisation of undeclared assets: bank accounts, financial assets, foreign real estate, wealth structures, wealth tax and succession-related issues.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue de Hesse 8
1204 Geneva
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-326.590.390
Founded
2024 · 2 years
Last commercial register change
September 5, 2024
Employees
1 to 10

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