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CREATES PERSPECTIVES

The extensive mandate to cover your professional and private goals

EXPATRIA

Analysis of your personal situation on the basis of your individual objectives

Design of a financial plan with independent recommendations and measures for the individual management of your investment, pension funds and insurances

Investment planning

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Annual update and regular personal consulting

Ready to meet your financial goals? Let’s go! Agree upon a free only consultation to get individual and comprehensive advice. Together we will develop a solution that fits your situation.

EXPATRIA | EXPATRIA TAX | ADE HELVETICA

Our locations

Basel Tel. +41 - 61 - 465 52 40 How to reach us (PDF)

Bern Tel. +41 - 31 - 950 68 40 How to reach us (PDF)

St. Gallen Tel. +41 - 71 - 242 71 40 How to reach us (PDF)

Zürich Tel. +41 - 44 - 317 65 40 How to reach us (PDF)

Please contact us to arrange an appointment

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