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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Industry:External Asset Management
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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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