BUILDING A BUSINESS PLAN
Whether you're starting a new business or looking to grow an existing one, a well-crafted business plan can help you secure funding, attract investors, and stay focused on your objectives.
We believe that building a business plan is the cornerstone of any successful wealth-building strategy. Whether you are an entrepreneur just starting out, or a seasoned business owner looking to take your enterprise to the next level, our team of experienced professionals is here to help you create a solid foundation for financial success.
Our business plan consulting services are designed to provide you with a customized roadmap to help you achieve your financial goals. We begin by conducting a thorough analysis of your current financial situation, including your assets, liabilities, cash flow, and revenue streams. From there, we work with you to develop a plan that is tailored to your specific needs and objectives. Our team has years of experience working with clients from a variety of industries, and we have a deep understanding of the unique challenges and opportunities that each one presents. Whether you are in the tech sector, healthcare, real estate, or any other field, we have the expertise and knowledge to help you build a plan that is both realistic and effective.
At our firm, we understand that every business is different, and that's why we take a personalized approach to every client engagement. We work closely with you to understand your goals, challenges, and aspirations, and we develop a plan that is specifically tailored to your needs. We believe that this individualized approach is what sets us apart from other consulting firms, and it is what has helped us to build a reputation as a trusted advisor to businesses of all sizes.
So if you're ready to take your business to the next level and build a solid foundation for long-term financial success, we invite you to explore our business plan consulting services. Contact us today to schedule a consultation, and let us help you achieve your financial goals.
STRATEGY AND OPERATION
Strategy and operation are two closely interlinked areas that are essential for the success of any business or organization. Strategy involves planning and setting long-term goals, while operation involves executing those plans and achieving short-term objectives. Together, they form the backbone of a company's overall approach to achieving its vision and mission.
We offer insights into how companies can develop effective strategies that align with their values and goals. We explore the different types of strategies, such as cost leadership, differentiation, and focus, and help you understand which one is best suited for your business. We also delve into the various operational aspects of running a business, including supply chain management, quality control, and human resources. We offer tips and best practices for streamlining operations and optimizing efficiency, without sacrificing quality or customer satisfaction.
In addition to our informational resources, we also provide a range of consulting services to help you put these concepts into practice. Our experienced consultants work with you to develop customized strategies and operational plans that fit your unique business needs. So whether you're an entrepreneur just starting out, or a seasoned executive looking to take your business to the next level, we're here to help you achieve your goals through effective strategy and operation. Explore our website and get in touch with us to learn more!
IMPROVING PROCESSES
We can help you navigate the complex world of finance and achieve your financial goals. Our team of experienced advisors is dedicated to providing customized solutions that are tailored to your unique needs and preferences.
At our firm, we understand that managing your wealth can be a complex and time-consuming process. That's why we have developed a range of services and strategies to improve your financial processes and maximize your returns. We start by taking the time to understand your goals, priorities, and risk tolerance. With this information, we develop a comprehensive wealth management plan that takes into account all of your financial assets, liabilities, and income streams.
One key way we help improve your financial processes is by leveraging the latest technology and data analytics. Our team is constantly monitoring market trends and economic indicators, which allows us to make informed decisions and adjust your portfolio as needed. We also use advanced financial planning software to help you visualize your financial future and make informed decisions about your investments.
Our services also include tax planning and optimization, risk management, and estate planning. We understand that each client has unique financial needs, which is why we work closely with you to develop a customized strategy that aligns with your goals and values. At our wealth consulting firm, we are committed to helping you improve your financial processes and achieve your long-term financial goals. Contact us today to schedule a consultation and learn more about how we can help you succeed.
HUMAN CAPITAL
We also specialize in helping businesses optimize their most valuable asset - their human capital. At our firm, we understand that your employees are the backbone of your company's success. From talent acquisition to employee development and retention, we provide a range of services to help you build and maintain a high-performing team. Our team of experienced advisors has a deep understanding of the latest trends and best practices in human capital management, and we use this knowledge to help our clients achieve their goals.
Whether you're a small business looking to attract top talent, or a large organization seeking to improve your employee engagement, we can help. Our services include everything from talent management, performance evaluation, and leadership development, to employee engagement surveys, workforce planning, and more. We believe that effective human capital management is a key driver of business success, and we're committed to helping our clients achieve their goals. Our approach is tailored to your specific needs, and we work closely with you to develop solutions that align with your organizational goals and values.
INVESTMENT ADVISORY
Swiss Wealth Advisors provide, customized investment advisory services to help you achieve your wealth and financial goals. We understand that wealth management can be a complex and overwhelming task, which is why we strive to make the process as simple and straightforward as possible. Our advisors work closely with you to develop a comprehensive financial plan that encompasses all aspects of your financial life, including investment planning, retirement planning, estate planning, tax planning, and Risk management incl. Due Diligence, Financial Crime Advisory, and engagement of private investigators.
We believe that a well-diversified investment portfolio is key to long-term financial success. Our advisors use a disciplined approach to investment management that is designed to help you achieve your investment objectives while minimizing risk. We carefully monitor the markets and use sophisticated tools to identify and seize investment opportunities that can help you maximize returns and minimize risk. Our investment advisory services are built on a foundation of trust, transparency, and ethical practices. We always act in the best interests of our clients and provide unbiased advice that is free from any conflicts of interest. We are committed to providing exceptional service and building long-term relationships with our clients, based on mutual respect, integrity, and accountability.
Fee Structure: Client Take-On Fee is CHF 5 000.- up to CHF 10 000.- and hourly fees are CHF 350.- All prices excl. Swiss Sales Tax VAT 8.10%. Percentage of Assets Under Management (AUM): Our Advisors are charging a percentage of AUM it typically ranges from 0.5% to 2% per year. We also have a Performance-Based Fee: Performance-based fees are often calculated as a percentage of the investment gains achieved. The fee percentage can range from 10% to 25% of the gains. For example, if the advisor generates a 10% return on a CHF 500 000.- portfolio and charges a 15% performance fee, the fee would be CHF 7 500 (15% of CHF 50 000).
Third-Party costs: There are possible third party costs depending on the customer project or objectives. Examples:
Special negotiations up to CHF 25 000.- and negotiations success fees up to CHF 25 000.- Third-party Due Diligence or Enhanced Due Diligence Fees up to CHF 10 000. Legal services and legal support up to CHF 15 000.-
We support StartUp community Worldwide and share one of our Global Investment and Venture Capital List publicly. If you are interested in our Services for StartUps please contact us today.