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DirectoryFinance & InsuranceExternal Asset ManagementPrêlesCusack Patrimoine
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Cusack Patrimoine

Summary

About the company

Cusack Patrimoine offers services in the areas of wealth management, tax planning, and pension planning. The core activities include: tax consulting and planning, wealth management and planning (Family Office), pension planning (individual and professional), personal insurance (for self-employed and SMEs), mandate management for individuals with special needs (e.g. incapacity, curatorship), and consulting in social matters. The company provides its clients with individual solutions and consulting to achieve their financial and personal goals.

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Offering

Products & services

Industry:External Asset Management
✓ Offered8
Individual pension planning
Individual pension planning for employees, self-employed and business owners; support to build a solid pension plan and choose suitable solutions, in particular the 3rd pillar.
Occupational pension planning
Occupational pension planning for the self-employed and SMEs; advice on structuring pension coverage and protection against unforeseen risks.
Life and personal insurance
Life and personal insurance for the self-employed and SMEs; support for coverage of risks related to individuals and financial protection.
Retirement and financial planning
Retirement and financial planning; advice to prepare for retirement, arrange financial decisions and ensure assets in a lasting way.
Asset and administrative management
Asset and administrative management; support with managing assets, administrative and social formalities, with representation before public and private institutions.
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Location

La Chaîne 17
2515 Prêles

At a glance

Legal form
Sole proprietorship
UID
CHE-236.267.501
Founded
2021 · 5 years
Last commercial register change
April 8, 2026
Employees
1 to 10

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