Wealth services

Mastering the complexities of personal finance

Tending to your personal finances as a wealthy individual is no easy task. There are many, often quite complex issues to keep on top of. As you progress through life, your situation is constantly changing – adding new levels of complexity. We provide a broad range of advisory and other services to support you with your personal wealth planning.

The best way to safeguard your and your family’s long-term financial interests is to take a holistic view of your overall assets and situation. Starting with the services of a dedicated financial planner, we conduct an in-depth analysis of your current financial situation and help you prepare a personalised financial plan. 

We offer expert, comprehensive and proactive wealth planning and support to help you safeguard and grow your wealth.

To help you devise the best solutions for specific wealth areas, we can call on the services of internal and external experts as needed. Our services include:

  • Tax planning
  • Inheritance planning
  • Retirement planning
  • Succession planning
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Tax planning

Navigating the tax maze

Tax codes can be extremely complex. For wealthy families with intricate finances, calculating tax liability can be a particularly gruelling task. Our tax experts can support you with systematic tax planning and mid- and long-term tax optimisation services.

We are specialists in Swiss taxation but also have international tax expertise. Our experts can help you to understand your Swiss and international tax liabilities and ensure that efficient tax planning is taken into account in your overall wealth planning. We can also assist you with advice on the tax implications of any transactions you may be considering, including investments or asset purchases, changes of domicile, and so on.

Inheritance planning

Looking to the next generation

When it comes to passing on your wealth, you want a solution suitable to you and your family’s particular situation. You will also want to ensure your wishes are implemented exactly as you intended. Our experts can advise and support you in all relevant areas.

Preparing to pass on a substantial estate can be an emotionally fraught undertaking. It is also a complex one. With prudent inheritance planning, it is possible to address the many issues which can arise, and devise solutions to ensure an equitable and smooth distribution when the time comes. 

Our experts have a great deal of experience working with families on inheritance issues. You can rely on our in-house and third-party expertise for all inheritance-related subjects, from last will and testaments through inheritance, marital and cohabitation agreements to execution of wills and setting up of foundations.

Retirement planning

Preparing for the future

Retirement planning has become a major challenge. In today’s market environment, many of the standard approaches may no longer lead to the desired results. We can support you in developing the most suitable plan for your particular situation and goals, and in light of the various options available to you today.

It is never too early to plan for a comfortable retirement.

Comprehensive retirement planning starts with an analysis of your current financial situation and your future goals. From this, our financial planning experts help you draw up a retirement strategy tailored to meet these needs and any other future liabilities you may have. This will take into account all relevant factors – including markets, the evolving pensions landscape, and legal and regulatory developments – that can affect the security and comfort of your retirement years. 

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Succession planning

Your life’s work in good hands

As an entrepreneur nearing retirement, you will be keen to pass on your life’s work in a way that abides with your wishes. You will also want to be sure that your business is in good hands, positioned for a sustainable, successful future.

Anyone who has started and then successfully grown a business knows that it is more than just a financial enterprise. Our businesses represent our life’s work, and the people who have been with us along the way can feel more like family than employees. For this reason, when planning a business succession, there are often more than just financial or organisational issues at stake.

We provide comprehensive advice and support in such important succession-related areas as succession planning, structuring of a sale, management of the proceeds, and inheritance planning. We can also provide you insights from the experience of others in your position, and ensure you are up-to-date on best practice in this important stage of the entrepreneurial lifecycle.

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