Your wealth has a story to tell
We work with you to develop a comprehensive strategy based on your individual entrepreneurial situation as well as your personal wishes and goals.
Get a holistic overview on your financial future and the future of your company with Vontobel Wealth Planning.
For entrepreneurs the value of their company is often a significant part of their assets. Business performance can, therefore, have a direct impact on their personal financial future. This is why a sustainable holistic view on your overall situation needs to take these interdependencies into account.
We offer custom-made solutions for entrepreneurial families regarding corporate pensions, succession planning, as well as in other areas.