We work in partnership with many qualified professionals, in Switzerland and in France: banking institutions, public companies, real estate agencies and insurance companies.

Retirement

Optimize your individual pension plan to anticipate your retirement, subscribe wisely to your 3rd pillar, and secure your estate on the long term.

Taxation

Review of your situation, simulations and change of the tax regime for cross-border workers, in order to optimize taxation and benefit from favorable deductions.

Credit

Search for the best mortgage financing, real estate loans with our network of banking institutions, for your project in Switzerland or in France.

Upsilon Conseil has a wide network of professionals in many lines of business in Switzerland.
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Do you want to finance a real estate purchase, optimize your individual pension plan or organize your retirement? Upsilon offers customized advice to cross-border workers and residents in Switzerland, to perpetuate your estate and make the right loan or insurance choice according to your situation.

Family Firm expert in brokerage, for tailor-made services.

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