We see our service for wealth planning in Switzerland as the sum of arrangements to grow, preserve, protect, and transfer wealth. While it comes with legal, financial, and tax planning, we believe that the human element for everyone involved deserves at least equal recognition. The entire wealth planning process is about you and your loved ones' future and should give peace of mind to everyone involved.
We develop wealth planning strategies and create synergies based on values, governance visions, and the specific family and business situation. We collaborate cross-functional and cross-jurisdictional, always with an end in mind: to enable wealth owners to manage complex wealth challenges and to control outcomes.
And with all of that, the job is not done - longevity, political risks, and security risks consideration contribute to a sound and comprehensive wealth planning strategy that requires ongoing monitoring if circumstances or needs and objectives change.