Holistic wealth planning for Swiss residents

Wealth Planning

Comprehensive planning solutions that integrate tax optimization, retirement, succession, and estate planning into a unified strategy for your entire financial life.

Plan for Every Stage of Life

Wealth planning is about more than numbers - it's about securing your family's future, optimizing your tax position, and ensuring your wealth serves your goals both today and for generations to come.

As part of your relationship, our planning services are fully integrated with your investment mandate, ensuring every aspect of your financial life works together harmoniously.

Why Choose Our Holistic Wealth Planning

What sets our wealth planning approach apart

Swiss Expertise

Deep knowledge of Swiss tax law, pension regulations, and cross-border wealth structuring

Family-First Approach

We consider your entire family situation, from retirement needs to generational wealth transfer

Integrated Solutions

Wealth planning services seamlessly integrated with your investment mandate

Comprehensive Documentation

Clear, actionable plans with regular reviews to adapt to life changes

Goal-Oriented Planning

Every recommendation aligned with your specific objectives and timeline

Long-Term Partnership

Ongoing support as your needs evolve through different life stages

The Three Pillars of Holistic Planning

We integrate every dimension of your financial life into a cohesive strategy

Tax Strategy

Strategic tax planning to minimize your burden while remaining fully compliant with Swiss regulations

Income tax optimization
Capital gains strategies
Cross-border tax planning

Retirement Planning

Comprehensive pension strategy across all three Swiss pillars for a secure retirement

Three-pillar optimization
Voluntary buy-ins
Withdrawal strategies

Succession & Estate

Ensure smooth wealth transfer while minimizing estate taxes and family conflicts

Estate structuring
Inheritance planning
Family governance

What's Included

Comprehensive services tailored to your wealth planning needs

Tax Analysis

Comprehensive review of your tax situation with optimization recommendations

Pension Optimization

Three-pillar strategy to maximize retirement income

Estate Planning

Wealth transfer structures and inheritance planning

Annual Reviews

Regular updates to adapt your plan to changing circumstances

Your Dedicated Advisory Team

Get personalized guidance from our experienced wealth advisors who understand your unique needs.

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How We Work

At your service, a specialized team and cutting-edge digital tools

Relationship Manager

Your primary contact for all banking needs

Wealth Planner

Expert in wealth planning and advice

Portfolio Manager

Investment specialist managing your assets

Investment Advisor

Provides tailored investment recommendations

700+ Professionals

Our Group at your service, in Switzerland and beyond