• Retirement planning
• Real estate financing
• Wealth accumulation and optimisation
  • Financial investments
  • Real Estate
  • Budget advice
• Provision counselling

Köppel-Legal AG has joined the Financial Services Ombudsman Association (OFD) and thus fulfilled the affiliation obligation pursuant to Art. 77 FIDLEG.

• Analysis and advice with regard to a possible risk potential
• Review of existing insurance contracts
• Evaluation of the current insurance situation
• Implementation of necessary changes
• Optimisation of price/performance ratio
• Complete relief in insurance administration
• Claims processing
• Risk & provision analysis for private individuals
  • Health
  • Age
  • Disability
  • Death
  • Insurance broker service via wefox for private individuals and companies

Köppel-Legal AG (register no. 35,000) is registered with FINMA as an independent as well as unbound insurance intermediary (broker and agent) (www.finma.ch).

• Advice and support for company formations
• Consultancy and support for start-ups
• Support with:
  • Bookkeeping
  • Contracts
  • VAT liability
  • Tax liability
  • Social security
  • Restructuring and reorganisation
  • Succession arrangements
  • Domiciliation of companies (Canton Zug and Canton Argovia)
• Accounting

• Keeping client accounts on Bexio or on a system of the client’s choice
• Preparation of interim and annual financial statements
• General advice and support with bookkeeping
• Preparation of cost accounts
• Preparation of value added tax statements
• Budget advice
• Completion of tax declaration
• Personnel administration and payroll accounting
• General administrative tasks

Köppel-Legal AG is a certified Bexio trustee.

Real estate financing

• Review and optimisation of existing financing.
• Presentation and illustration of the various potential forms of financing for your property.
• Advice and holistic analysis to determine the most suitable real estate financing solution according to your personal financial situation.
• Working together with HYPOTEQ and the Swiss Mortgage Exchange of Credit Exchange AG, we determine the best possible interest rate on the mortgage market based on loan-to-value, affordability, mortgage volume and property location, regardless of whether you are renewing a mortgage or financing a new property.

You can quickly calculate your individual mortgage interest rate here: Mortgage calculator

Real estate brokerage

• Determination of your dream property on the basis of your personal ideas and expectations (on request also with accompanying tax analysis).
• Comprehensive property analysis and market value assessment of your desired property.
• Procurement of all necessary documents and preparation of all important data in the real estate brokerage process.
• Preparation of a reservation agreement.
• Information on current prices and interest rates based on regular analysis of the respective cantonal real estate market.
• Legal support of the entire purchase transaction including detailed review of the purchase agreement.
• Conducting contract negotiations up to the signing of the purchase agreement.
• Organisation of the notarisation of the purchase contract at the notary.

Real estate sales

• Development of a market-oriented sales strategy.
• Comprehensive property analysis and market value assessment of your property.
• Organisation of clearance and cleaning of the property.
• Preparation of a meaningful sales documentation.
• Design of the entire internet presence.
• Insertion as well as contacting and correspondence with potential buyers.
• Conducting contract negotiations until the purchase contract is ready for signing.
• Legal support of the entire purchase transaction including drafting of the purchase contract.
• Organisation of the notarisation of the purchase contract at the notary.