The company provides services in the field of financial consulting, tax planning and company formation in Switzerland. In particular, it supports clients in setting up companies, tax returns, optimizing financial strategy and complying with legal requirements. Furthermore, the company also offers consulting services for cross-border commuters (frontaliers) and expats working in Switzerland or France.
AI-generated
Offering
Products & services
Industry:Fiduciary Offices
✓ Offered7
Insurance brokerage
Cross-border insurance broker France–Switzerland, with comparison, negotiation and selection of contracts tailored to the client's situation.
Risk & protection
Advice and analysis of risk-and-protection coverage, with a comprehensive review, a tailored study and representation of the insured’s interests in the event of a dispute.
Savings & financial investments
Selection of savings and investment vehicles, including life insurance, PER, third pillar and capitalisation contracts, according to objectives and investment horizon.
Retirement planning
Retirement and life-project planning, with a personalised strategy, an action plan and adjustments linked to the client’s goals.
Cross-border health coverage
Analysis and optimisation of health coverage for cross-border commuters, in particular CMU and LAMal, with identification of gaps and tailored recommendations.
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.