PRIVATE ADMINISTRATION AND SUPPORT THROUGH LIFE
Managing the paperwork of a lifetime is about more than taxes. Preparing for retirement, organising your estate, administrative formalities, financial planning or supporting loved ones after a death: these important milestones deserve professional and caring support.
Our services
At Veltica, we help you anticipate life's events and simplify your administrative obligations, so that your interests and those of your loved ones are protected.
Retirement preparation
Preparing for retirement is not something to improvise. We help you analyse your situation so that you can anticipate your future income, optimise the tax aspects and make the best decisions about your pension assets. Our aim is to let you approach this new chapter with peace of mind and a clear view ahead.
Estate planning
A well-prepared estate protects your assets and spares your loved ones many difficulties. We help you organise the transfer of your assets, anticipate the tax consequences and coordinate the steps with the various professionals involved.
Wills and advance directives
Stating your wishes clearly is essential to protect your interests and those of your loved ones. We help you prepare the information needed to draw up your will, your advance healthcare directive and your lasting power of attorney.
Support after a death
After a death, loved ones often have to deal with numerous administrative and tax formalities at an already difficult time. We support them through these steps to simplify the procedures and ensure that every obligation is carefully followed up.
Executorship
Settling an estate often involves substantial administrative, tax and asset management work. We make sure the wishes of the deceased are respected, coordinate the various parties involved and ensure that the estate is settled smoothly.
Private administration
We take care of your day-to-day administrative tasks to save you time and free you from the constraints of personal paperwork. Handling your mail, keeping track of deadlines, filing documents or corresponding with the authorities: we provide personalised support tailored to your needs.
Tax optimisation for individuals
Tax is central to managing your wealth. We advise you on optimising your tax situation, preparing your tax returns and planning the tax aspects of your assets, your investments and your retirement.
Family Office
For clients who want all-round support, we offer a Family Office service that brings together administrative, tax, wealth and estate matters. We become your trusted point of contact, coordinating the various aspects of your personal and family situation.
Wealth planning support
Everyone's wealth is unique. We help you structure, protect and pass on your assets through personalised follow-up that takes into account your goals, your family situation and your long-term plans.
Administrative support for seniors
With age, administrative formalities can become more complex. We support seniors and their families with the day-to-day running of their paperwork, keeping track of correspondence, dealing with institutions and organising important documents.
Ideal for
Newcomers
Settling in Switzerland with peace of mind
Expats
Managing Swiss paperwork from abroad
Families
Optimising the budget and insurance