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Individuals and families

Building, securing and passing on wealth

Plan your wealth

We work with you to develop a comprehensive strategy based on your individual financial and family situation as well as your personal wishes and goals.

Whether for your career, retirement, or estate: Anticipating decisive moments in life is essential not only for establishing financial security, but also for achieving your goals. We guide you in making forward-looking decisions and meticulously structuring your wealth—tailored, goal-driven and far beyond investing.

Wealth Planning for long-term success

What are your goals?

We are here to help you turn your future aspirations into reality.

How can Wealth Planning help you?

Wealth Planning focuses on three key areas: building wealth to help you achieve your financial goals, planning for retirement to ensure you can maintain your standard of living after you retire, and making provisions for your loved ones. Wealth Planning can play an important role in shaping your financial future during key life events.

Free analysis of your pension situation

Bring your pension situation and overall asset structure up to date, take ownership of your future, start planning your estate, and benefit from the knowledge of our experts. Arrange a free initial consultation* now, or give us a call.
Request a consultation+41 58 283 64 46

*The initial consultation is suitable for people who have multiple sources of assets, property, and/or pension plans, who wish to assess their overall situation and identify potential optimizations as well as get investment ideas. The duration of the free initial consultation is 60 minutes. 

What are your next key events?

Career opportunities

Changes in your professional life, such as a promotion, a change of career, or moving abroad, can have a significant impact on your financial situation. These changes could affect your income, pension, tax burden and insurance coverage for you and your loved ones. Meticulous planning ensures that your financial situation aligns with your career ambitions. Helpful in this context: Tax optimization—switching your pension with your job
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Own company

Launching your own business unveils entrepreneurial freedom and new options for structuring your pension. We support you in finding a pension model that seamlessly integrates your business and personal goals and secures your financial future. Helpful in this context: How to optimize your pension solution model as entrepreneur or executive
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Relocation

Planning to move to a new place? Relocating to Switzerland or moving within the country has significant financial implications. A comprehensive analysis forms the foundation for leveraging tax benefits, mitigating risks, and optimizing your overall financial status. Helpful in this context: Relocate and save on taxes—cantonal principles and exceptions (German only)
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Business succession

For entrepreneurs, retirement can mean giving up your life’s work as well as reorganizing your personal finances. Timely planning lays the foundation for a secure retirement provision as well as for a smooth business succession. Helpful in this context: Swiss SMEs and succession planning—tips from a financial planner
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Early or partial retirement

Early or gradual retirement not only offers new freedom. It also introduces financial challenges. Proactive and consistent planning is essential to optimize your retirement and secure financial stability, even when you are no longer employed. Helpful in this context: Partial retirement—the smarter way to retire?
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Retirement

After decades of building wealth, drawing the pension benefits marks a significant change with extensive financial implications. Thorough planning will enable you to generate a reliable income from the available assets and guarantee the necessary liquidity over the long-term. Helpful in this context: When retiring—pension fund payout or monthly pension?
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Estate planning

You can arrange the distribution of your estate using a will or inheritance contract. Beneficiaries can be designated in various ways, depending on your individual wishes. Additionally, you can commit to charitable causes that are close to your heart—with donations or your own foundation. Helpful in this context: Why using an executor to distribute your estate’s assets can be advantageous
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Asset transfer during your lifetime

Transferring assets to the next generation during your lifetime can be an effective strategy as part of your estate planning. Inheritance as well as tax aspects must be taken into consideration. We support you in analyzing your financial options, and assess the implications for your future wealth situation and the division of the estate. Helpful in this context: Advance inheritance—gifting cash vs. real estate (German only)
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We guide you along the journey to your goals

We collaborate with you to develop a tailored solution that reflects your goals and expectations.

1.

Initial consultation
Focus on your current situation

 

2.

Strategy development
Shaping your perspectives

 

3.

Professional expertise
Targeted involvement of specialists

 

4.

Implementation
Realizing your solutions

 

In safe hands

Vontobel has decades of experience in supporting clients with complex wealth planning question, offering expertise and foresight with the aim to provide more than investment solutions. Our team of experienced specialists is here to assist you.

Portrait of Bettina Rösch, Head Wealth Services CH at Vontobel

Bettina Rösch

Head Wealth Services

Portrait of Markus Kumschick

Markus Kumschick

Head Wealth Planning

Portrait of Burak Ak, Head Financial Planning at Vontobel

Burak Ak

Head Financial Planning

Portrait of Claude Frosio at Vontobel

Claude Frosio

Head Tax Consulting

Contact form

We are committed to providing you with personal service. We will be pleased to respond to your questions or concerns in person. Please simply use the form below to contact us.

 

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