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DirectoryFinance & InsuranceExternal Asset ManagementCarouge GeHerity SA
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Herity SA

Summary

About the company

The core activity of Herity SA is independent wealth management and planning, including: wealth planning, marriage and inheritance planning, financial planning, legal and tax advice, pension and retirement planning, mortgages, international life insurance, specialized investment vehicles, occupational pension provision (LPP) and vested benefits. Herity SA offers a wide range of exclusive services in these areas and has a team of specialists with over 20 years of experience.

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Products & services

Industry:External Asset Management
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10
Wealth planning
Tailored wealth expertise; legal, tax, pension, mortgage, financial and succession analyses to structure assets over time.
Marital and succession planning
Analysis of the marital property regime, succession planning, consideration of divorce or death, coordination with a notary for authentic deeds.
Occupational pension (BVG)
Advice and support for employers and employees: model selection, tenders, annual steering, administrative management, analyses of portability benefits and individual situations.
Financial planning
Financial report in connection with life events, with projections of movable and immovable assets and cash/liquid funds, and adjustments according to the client’s goals.
Legal and tax advisory
Analysis of the tax situation, finding optimisation avenues while complying with the legal framework, support in implementing the chosen decision.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
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PProvenExpertSoon

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Location

Rue des Moraines 19
1227 Carouge Ge

At a glance

Legal form
Corporation
UID
CHE-284.303.826
Founded
2021 · 5 years
Last commercial register change
July 8, 2026
Employees
11 to 20

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