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Financial planning in Lausanne

: 31 Entries
 Closed until 8:00 AM
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5 of 5 stars from one rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Bank savings bankAsset ManagementWealth management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5 of 5 stars from one rating

 Closed until 8:00 AM
 Closed until 7:00 AM
Canobat SA

Rating 5 of 5 stars from one rating

Canobat SA

Chemin de Praz-Osson 1B, 1042 Assens

Founded in 2008 by Olivier Pahud and joined in 2009 by Julien Cuénoud, Canobat SA is a general construction company with over 15 years of experience. Specializing in timber frame houses and small residential buildings, the company also handles renovations, transformations, and extensions. Based in Assens, in the canton of Vaud, Canobat SA operates mainly between Lausanne and Yverdon-les-Bains. 🛠️ Our Services Canobat SA offers a full range of services to support clients throughout their construction projects: • Land search and purchase : Assistance in finding land suited to your project. • Project development : Design and planning of personalized construction projects. • Budget estimation : Detailed financial evaluation for efficient planning. • Work allocation : Selection and coordination of contractors and craftsmen. • Project sales : Marketing of constructed real estate. • Client follow-up : Support throughout the purchase process. • Site management : Complete management of the construction site until handover. • Finishing coordination : Final inspections and touch-ups to ensure perfect delivery. 🤝 Our Partners Canobat SA works closely with various industry partners, ensuring a wide range of expertise and high-quality service for each project. These partnerships enable seamless coordination from planning to final delivery.

General contractingWood constructionVillaBuildingApartment building
Canobat SA

Canobat SA

Chemin de Praz-Osson 1B, 1042 Assens
General contractingWood constructionVillaBuildingApartment building

Founded in 2008 by Olivier Pahud and joined in 2009 by Julien Cuénoud, Canobat SA is a general construction company with over 15 years of experience. Specializing in timber frame houses and small residential buildings, the company also handles renovations, transformations, and extensions. Based in Assens, in the canton of Vaud, Canobat SA operates mainly between Lausanne and Yverdon-les-Bains. 🛠️ Our Services Canobat SA offers a full range of services to support clients throughout their construction projects: • Land search and purchase : Assistance in finding land suited to your project. • Project development : Design and planning of personalized construction projects. • Budget estimation : Detailed financial evaluation for efficient planning. • Work allocation : Selection and coordination of contractors and craftsmen. • Project sales : Marketing of constructed real estate. • Client follow-up : Support throughout the purchase process. • Site management : Complete management of the construction site until handover. • Finishing coordination : Final inspections and touch-ups to ensure perfect delivery. 🤝 Our Partners Canobat SA works closely with various industry partners, ensuring a wide range of expertise and high-quality service for each project. These partnerships enable seamless coordination from planning to final delivery.

Rating 5 of 5 stars from one rating

 Closed until 7:00 AM
 Closed until 8:00 AM
Klarify Sàrl
No reviews yet

Klarify Sàrl

Avenue Louis-Casaï 71, 1216 Cointrin
Guaranteed trusteeshipAudit firmInsuranceRetirement planningReal estate agentInsurance advisorsMortgageInvestment and investment fundsReal Estate
 Closed until 7:30 AM
M+R Architecture & DT Sàrl
No reviews yet

M+R Architecture & DT Sàrl

Grand-Rue 41A, 1196 Gland
ARCHITECTURAL AND CONSTRUCTION MANAGEMENT OFFICE

M+R architecture & DT – Planning and realization of construction projects We offer complete or partial services tailored to the needs of each client, whether private or professional. Our team is committed to supporting you from the initial concept to the final handover of your project. Our services: Project studies and preparation • Analysis, expertise, and cost estimation • Site surveys, measurements, and project plans (1/100) • Preliminary and detailed cost estimates • Selection of materials with the client • Specifications and preliminary work descriptions Permits and administrative procedures • Building permit applications and public inquiry • Detailed work descriptions and cost estimates • Preparation of tenders and calls for offers • Comparative tables and contract management Construction phase • Execution plans (1/50) and detailed scheduling • Coordination of trades and contractors • Technical and architectural site supervision • Minutes, quantity checks, and administrative follow-up • Financial management and cost control Finalization and handover • Financial closing and invoice control • Work guarantee and final acceptance • Handover of the building with revised documentation 👉 Our goal: to provide personalized and reliable support, ensuring quality, cost control, and on-time delivery.

Architectural firmRenovationsGeneral contractorInterior architectureConstruction management
M+R Architecture & DT Sàrl

M+R Architecture & DT Sàrl

Grand-Rue 41A, 1196 Gland
Architectural firmRenovationsGeneral contractorInterior architectureConstruction management
ARCHITECTURAL AND CONSTRUCTION MANAGEMENT OFFICE

M+R architecture & DT – Planning and realization of construction projects We offer complete or partial services tailored to the needs of each client, whether private or professional. Our team is committed to supporting you from the initial concept to the final handover of your project. Our services: Project studies and preparation • Analysis, expertise, and cost estimation • Site surveys, measurements, and project plans (1/100) • Preliminary and detailed cost estimates • Selection of materials with the client • Specifications and preliminary work descriptions Permits and administrative procedures • Building permit applications and public inquiry • Detailed work descriptions and cost estimates • Preparation of tenders and calls for offers • Comparative tables and contract management Construction phase • Execution plans (1/50) and detailed scheduling • Coordination of trades and contractors • Technical and architectural site supervision • Minutes, quantity checks, and administrative follow-up • Financial management and cost control Finalization and handover • Financial closing and invoice control • Work guarantee and final acceptance • Handover of the building with revised documentation 👉 Our goal: to provide personalized and reliable support, ensuring quality, cost control, and on-time delivery.

No reviews yet
 Closed until 7:30 AM
 Closed until 8:00 AM
Kellerhals Carrard Lugano SA

Rating 4 of 5 stars from 8 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Kellerhals Carrard Lugano SA

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 4 of 5 stars from 8 ratings

 Closed until 8:00 AM
 Closed until 8:30 AM
Bloch Avocats

Rating 3 of 5 stars from 4 ratings

Bloch Avocats

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Bloch Avocats

Bloch Avocats

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3 of 5 stars from 4 ratings

 Closed until 8:30 AM
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Financial planning in Lausanne

: 31 Entries
 Closed until 8:00 AM
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5 of 5 stars from one rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Bank savings bankAsset ManagementWealth management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5 of 5 stars from one rating

 Closed until 8:00 AM
 Closed until 7:00 AM
Canobat SA

Rating 5 of 5 stars from one rating

Canobat SA

Chemin de Praz-Osson 1B, 1042 Assens

Founded in 2008 by Olivier Pahud and joined in 2009 by Julien Cuénoud, Canobat SA is a general construction company with over 15 years of experience. Specializing in timber frame houses and small residential buildings, the company also handles renovations, transformations, and extensions. Based in Assens, in the canton of Vaud, Canobat SA operates mainly between Lausanne and Yverdon-les-Bains. 🛠️ Our Services Canobat SA offers a full range of services to support clients throughout their construction projects: • Land search and purchase : Assistance in finding land suited to your project. • Project development : Design and planning of personalized construction projects. • Budget estimation : Detailed financial evaluation for efficient planning. • Work allocation : Selection and coordination of contractors and craftsmen. • Project sales : Marketing of constructed real estate. • Client follow-up : Support throughout the purchase process. • Site management : Complete management of the construction site until handover. • Finishing coordination : Final inspections and touch-ups to ensure perfect delivery. 🤝 Our Partners Canobat SA works closely with various industry partners, ensuring a wide range of expertise and high-quality service for each project. These partnerships enable seamless coordination from planning to final delivery.

General contractingWood constructionVillaBuildingApartment building
Canobat SA

Canobat SA

Chemin de Praz-Osson 1B, 1042 Assens
General contractingWood constructionVillaBuildingApartment building

Founded in 2008 by Olivier Pahud and joined in 2009 by Julien Cuénoud, Canobat SA is a general construction company with over 15 years of experience. Specializing in timber frame houses and small residential buildings, the company also handles renovations, transformations, and extensions. Based in Assens, in the canton of Vaud, Canobat SA operates mainly between Lausanne and Yverdon-les-Bains. 🛠️ Our Services Canobat SA offers a full range of services to support clients throughout their construction projects: • Land search and purchase : Assistance in finding land suited to your project. • Project development : Design and planning of personalized construction projects. • Budget estimation : Detailed financial evaluation for efficient planning. • Work allocation : Selection and coordination of contractors and craftsmen. • Project sales : Marketing of constructed real estate. • Client follow-up : Support throughout the purchase process. • Site management : Complete management of the construction site until handover. • Finishing coordination : Final inspections and touch-ups to ensure perfect delivery. 🤝 Our Partners Canobat SA works closely with various industry partners, ensuring a wide range of expertise and high-quality service for each project. These partnerships enable seamless coordination from planning to final delivery.

Rating 5 of 5 stars from one rating

 Closed until 7:00 AM
 Closed until 8:00 AM
Klarify Sàrl
No reviews yet

Klarify Sàrl

Avenue Louis-Casaï 71, 1216 Cointrin
Guaranteed trusteeshipAudit firmInsuranceRetirement planningReal estate agentInsurance advisorsMortgageInvestment and investment fundsReal Estate
 Closed until 7:30 AM
M+R Architecture & DT Sàrl
No reviews yet

M+R Architecture & DT Sàrl

Grand-Rue 41A, 1196 Gland
ARCHITECTURAL AND CONSTRUCTION MANAGEMENT OFFICE

M+R architecture & DT – Planning and realization of construction projects We offer complete or partial services tailored to the needs of each client, whether private or professional. Our team is committed to supporting you from the initial concept to the final handover of your project. Our services: Project studies and preparation • Analysis, expertise, and cost estimation • Site surveys, measurements, and project plans (1/100) • Preliminary and detailed cost estimates • Selection of materials with the client • Specifications and preliminary work descriptions Permits and administrative procedures • Building permit applications and public inquiry • Detailed work descriptions and cost estimates • Preparation of tenders and calls for offers • Comparative tables and contract management Construction phase • Execution plans (1/50) and detailed scheduling • Coordination of trades and contractors • Technical and architectural site supervision • Minutes, quantity checks, and administrative follow-up • Financial management and cost control Finalization and handover • Financial closing and invoice control • Work guarantee and final acceptance • Handover of the building with revised documentation 👉 Our goal: to provide personalized and reliable support, ensuring quality, cost control, and on-time delivery.

Architectural firmRenovationsGeneral contractorInterior architectureConstruction management
M+R Architecture & DT Sàrl

M+R Architecture & DT Sàrl

Grand-Rue 41A, 1196 Gland
Architectural firmRenovationsGeneral contractorInterior architectureConstruction management
ARCHITECTURAL AND CONSTRUCTION MANAGEMENT OFFICE

M+R architecture & DT – Planning and realization of construction projects We offer complete or partial services tailored to the needs of each client, whether private or professional. Our team is committed to supporting you from the initial concept to the final handover of your project. Our services: Project studies and preparation • Analysis, expertise, and cost estimation • Site surveys, measurements, and project plans (1/100) • Preliminary and detailed cost estimates • Selection of materials with the client • Specifications and preliminary work descriptions Permits and administrative procedures • Building permit applications and public inquiry • Detailed work descriptions and cost estimates • Preparation of tenders and calls for offers • Comparative tables and contract management Construction phase • Execution plans (1/50) and detailed scheduling • Coordination of trades and contractors • Technical and architectural site supervision • Minutes, quantity checks, and administrative follow-up • Financial management and cost control Finalization and handover • Financial closing and invoice control • Work guarantee and final acceptance • Handover of the building with revised documentation 👉 Our goal: to provide personalized and reliable support, ensuring quality, cost control, and on-time delivery.

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 Closed until 7:30 AM
 Closed until 8:00 AM
Kellerhals Carrard Lugano SA

Rating 4 of 5 stars from 8 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Kellerhals Carrard Lugano SA

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 4 of 5 stars from 8 ratings

 Closed until 8:00 AM
 Closed until 8:30 AM
Bloch Avocats

Rating 3 of 5 stars from 4 ratings

Bloch Avocats

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Bloch Avocats

Bloch Avocats

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3 of 5 stars from 4 ratings

 Closed until 8:30 AM
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