Wealth Planning
Adding meaning to your wealth
Wealth advisory involves building a comprehensive and coherent vision of your wealth by integrating all its dimensions: financial assets, real estate, liquidity, investments, family situation, taxation, and place of tax residence.
This approach allows you to anticipate future needs and establish a consistent, long-term investment strategy.
Wealth planning offers valuable clarity and enables well-aligned decisions, both financially and personally.
We draw on decades of experience to develop tailored solutions that incorporate every aspect of your financial and personal situation, helping you achieve your life goals and prepare the transfer of your wealth to future generations.
Taking into account your financial and personal situation
Optimising retirement provision
Use pension provision to stay in control of your tax outgoings in years when income is greater, or when the family situation means children can no longer be taken into account. Optimise your wealth allocation between movable and immovable assets, and provident funds.
Financial planning
Together, we prepare a costed decision base through detailed financial planning according to your professional, private or transfer plans. Benefit from your overall wealth situation being monitored over time.
Place of taxation and tax system
A comparative review will provide you with a forecast of your tax burden when accumulating provident fund assets. If tax on expenditure becomes a sensible choice, we review the options available to you.
Pension fund solutions
Plan for the future with a customised pension fund plan as a freelancer or entrepreneur. Offer a market-competitive plan as a potential employer.
Inheritance and donations
Get your inheritance arrangements in order well in advance. Depending on your wealth distribution and protection goals, we will help you find the right matrimonial or inheritance law instrument to avoid tensions or disagreements between your heirs.
Real estate
Each real estate portfolio is unique. With support from our partner brokers, we analyse your goals to find the best financing solution for you. Your real estate portfolio can also benefit from more comprehensive financial planning.
Business transfers
Transferring your business is a complicated process that often requires specific skill sets. By working with external experts, who will take care of the transaction itself, we support entrepreneurs in making the right choice for their own remuneration, but above all their pension funds. Often neglected, this latter aspect needs a strategy tailored to each individual situation.
Philanthropy
Would you like your overall wealth planning to include an additional component? We put you in exclusive contact with one of our partner foundations, allowing you, for example, to allocate a fraction of your long-term wealth to a cause of your choosing.
Our Clients place their trust in us, confident that their wealth will be managed with the same care as that of the Mirabaud family – with a family office mindset, full alignment of interests, and expertise built across generations.
360-degree support
Together, we review your asset situation as a whole, based on your initial situation, to identify any areas that can be optimised. After a comprehensive analysis, we design customised solutions, allowing you to make an informed decision.
Based on any other needs you may have, we work closely with an extensive network of external partners we have rigorously selected.
This network consists of mortgage brokers, occupational pension solution specialists, philanthropy experts, tax lawyers, as well as experts from other legal fields.
Together, we prepare a range of customised solutions and monitor the option you have chosen over the long term.
Wealth Management services
A solution for all unique needs
Wealth Management
Discretionary Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
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We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.
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A partnership based on trust, proximity and focused on the long term.
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Wealth Management
Sustainable and Responsible Investing
To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations.
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The View
Discover our latest insights
Every day, our experts deliver fresh insights on trending topics, sectors and markets to help you stay ahead of the curve.
Asset Management
Navigating geopolitical risk in a rebounding market
Asset Management