Sussland & Co Ltd.
Personalised discretionary portfolio management
> The management of the portfolio is delegated to investment professionals to ensure and active management and monitoring of the portfolio.
Sussland Ltd.
Investment advisory mandate
> Benefit from the expertise of our specialists for your asset allocation decisions as well as for tactical decisions.
Portfolio consolidation
> A consolidation of various your portfolios with detailed risk metrics and analytics.
Domony Fiduciaire et Régie Ltd.
Tax law and tax advisory
> Structure your estate in a tax efficient manner.
Retirement planning and pension
> A well thought planning can ensure financial safety and optimize taxes.
Planning you succession
> Succession planning is a process to optimize the transmission of wealth, avoid problems that could have been prevented and avoid conflicts among heirs.
> Succession planning is a process to optimize the transmission of wealth, avoid problems that could have been prevented and avoid conflicts among heirs.
> Preparation of legal documents.
Real estate
> Valuation of assets in the case of a purchase or of a sale.
> Valuation of assets in the case of a purchase or of a sale.
> Analysis of the appropriate financing and assistance to obtain a mortgage.
> Real estate law and taxes.
