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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSussland & Co SA
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Sussland & Co SA

Summary

About the company

Sussland & Co SA provides discretionary wealth management, investment advisory and portfolio consolidation services. It also offers tax advisory, pension and succession planning, preparation of legal documents, and real estate valuation and financing advice.

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Products & services

Industry:External Asset Management
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6
Wealth Management
Strategic portfolio management and investment advice tailored to financial goals and risk profile, with coordinated support across tax, real estate, retirement and succession matters.
Investment Advisory
Personalised investment strategies with access to multidisciplinary financial market specialists and broader coordination with tax, pension and estate planning.
Retirement & Pension Planning
Retirement planning and pension optimisation, including pillar 2 and pillar 3 analysis, contribution opportunities and tax-related retirement considerations.
Real Estate Advisory and Valuation
Independent property valuation, real estate advice, financing support, real estate law and fiscal advice for residential and commercial assets.
Succession Planning
Estate planning, legal document drafting and coordination for transmitting assets in a tax-efficient way and protecting family wealth.

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Location

Rue Michel-Chauvet 12
1208 Geneva

At a glance

Legal form
Corporation
UID
CHE-320.043.149
Founded
2015 · 11 years
Last commercial register change
March 11, 2025
Employees
1 to 10

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