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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.

For private persons

Discover individualized financial and pension planning for all phases of your life.

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Have you discovered a topic you would like to discuss? Would you like to review your existing financial planning and are looking for recommendations on how to optimize it? Would you like to discuss your wealth planning with our experts?

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