HERITY SA

Herity, a Swiss company, provides comprehensive wealth planning services including marital and succession analysis, financial reporting, legal and fiscal advice, and international life insurance solutions based in Switzerland.

Here are key aspects of the company:

• Products & Services: The firm offers tailored expertise covering matrimonial and successional planning, financial reports for major life events, legal and tax optimization, professional and private provision schemes, mortgage solutions, dedicated investment vehicles, and free passage benefits from the second pillar of professional provision.
• Industries: Operations focus on wealth management, family law implications regarding divorce or death, retirement planning, international insurance brokerage, and specialized financial sectors regulated by Luxembourg authorities since 2003.
• Innovation: The company collaborates with independent national and international partners to assemble a team of recognized experts possessing more than 20 years of experience in their respective fields.

Herity distinguishes itself through its commitment to complete independence while delivering integrated legal, fiscal, and financial strategies for clients' long-term security.