This overview describes how services are organised and delivered and is provided for informational purposes only.

Business Model

Value Propositions

Sagewell offers focused legal advisory services tailored to pensioners in Switzerland, with clear explanations of AHV and second-pillar (BVG) matters, assistance on wills and powers of attorney, and support in drafting or reviewing correspondence with pension funds or authorities. Services are intended to make paperwork and administrative steps more manageable and can help clients follow practical next steps at a steady pace.

Customer Segments

Primary clients are pensioners and near-retirees in Switzerland who seek plain-language guidance on pension entitlements, canton-specific formalities, estate planning actions, or assistance in communicating with institutions. Family members or legal representatives acting on behalf of pensioners also form a secondary segment where clarification and document drafting support is needed.

Channels

Services are delivered through scheduled consultations, written summaries and checklists, follow-up email support, and correspondence drafting or review. Communication channels include telephone contact, email, and arranged in-person or remote meetings, with materials provided in clear written form to assist with administrative workflows.

Customer Relationships

Relationships are structured around guided consultations, defined deliverables such as written summaries or memos, and limited follow-up to address brief questions. Interactions are framed to be transparent about scope and timelines and to clarify client obligations for document provision and decision steps.

  1. Provide accurate personal and administrative documents in a timely manner when requested.
  2. Review written summaries and notify Sagewell of any clarifications or additional questions.
  3. Follow specified scheduling and payment steps as agreed prior to service delivery.

Revenue Streams

Revenue is derived from direct client fees for consultations, structured packages for estate and care planning, and advisory support for dispute or correspondence handling. Fee models include fixed-fee packages and time-based consultation fees, presented with clear ranges and scope descriptions to match client needs.

Cost Structure

Primary costs relate to professional staffing, administrative processing of documents, office operations within Switzerland, and compliance with canton-specific formalities. Budgetary planning focuses on predictable overhead and efficient handling of client correspondence and drafting tasks.

Key Resources

Essential resources include qualified advisory staff familiar with Swiss pension and estate rules, curated templates and checklists for common canton procedures, and secure client communication channels. Official registration details are CHE-267.800.725 and contact is available by email at legal@sagewellbest.com and by telephone at +41 41 410 61 71.

Key Activities

  • Structured consultations and documentation review.
  • Drafting simple testaments, powers of attorney, and correspondence.
  • Preparing concise action memos and client checklists.

Key Partners

  • Local administrative offices and canton registries for procedural references.
  • Professional networks for occasional specialist referrals.
  • Service providers for document transmission and record-keeping.

Metrics / Advantage

Performance is tracked by client response times, completion of agreed deliverables, and client-reported clarity following consultations. The offering is intended to support clearer administrative interactions for pensioners and to provide timely written guidance that can help with next procedural steps.