Insurance optimization

Contracting the right insurances is essential to assure your wealth and minimize your financial charges.

Kühnel Investment Management with the collaboration of GestCustom offers a personalized analysis, advice, and optimization of your insurance portfolio. We offer our advice in a privileged relationship with our base of private and corporate clients.

• Discovery

  Current situation
  Personal & professional, legal and fiscal environment
  Personal goals

• Analysis

  Study of available data
  Gathering of partner propositions
  Completion of solutions/optimization

• Personalized Solutions

  Presentation of findings
  Implementation of the financial plan
  Consultation with: Notary, lawyers and accountants

• Regular Follow-up

  Accompany you in the long term protection, scheduling, and development of your goals

You benefit from our close collaboration with our partner banks and insurance companies.