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WEALTH
PLANNING
From the affluent individual’s
perspective, wealth management is simply the science of enhancing
his or her financial situation
From the affluent individual’s
perspective, wealth management is simply the science of enhancing
his or her financial situation
A defining quality of wealth management. is that it is delivered in a consultative. manner.
 
A good wealth manager meets a client without any presupposition about. financial.products or services.
..Research..
..Tax Services..
..Estate Planning..
..Legal Consultation..
..Retirement Planning..
..Investment Consulting..
..Consolidation and Reporting..

CONTACT

tl@lasuissegroup.ch

© 2025 by La Suisse Family Office AG

DISCLAIMER

NOT FINANCIAL ADVICE

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The information contained on this Website and the resources available for download through this website, is not intended as, and shall not be understood or construed as, financial advice. 

 

We are not an attorney, accountant or financial advisor, nor are we holding ourselfes out to be, and the information contained on this Website is not a substitute for financial advice, from a professional who is aware of the facts and circumstances of your individual situation.

 

We have done our best to ensure that the information provided on this Website and the resources available for download are accurate and provide valuable information.

 

Regardless of anything to the contrary, nothing available on or through this Website should be understood as a recommendation, that you should not consult with a financial professional, to address your particular information. 

 

The Company expressly recommends that you seek advice from a professional.

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Neither the Company nor any of its employees or owners shall be held liable or responsible for any errors or omissions on this website or for any damage you may suffer as a result of failing to seek competent financial advice from a professional who is familiar with your situation.

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