We provide you with holistic advice to reach your goals.

Planning your financial future is at the heart of wealth planning. Our specialists advise you on all financial matters and always keep an eye on the big picture. While considering your overall situation, we guide you with recommendations on all topics that your current or future situation entails—from finding your optimized asset allocation to taxes, inheritance law, pension solutions, or your preparation for your retirement.

 

  

  

  

  

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Financial planning and consulting

Thanks to an early analysis of your pension situation and the definition of your long-term goals, we will support you in preparation of your retirement with a clear focus. Our financial planning takes into consideration your personal needs, life goals, and expectations. Tailored to your needs and goals, we analyze your current financial situation and present various other future scenarios. This provides you with a sound basis for making important decisions about your future. Furthermore, it gives you a detailed overall view of your assets and their performance, and any potential optimizations. Take control of your future by a progressive structuring of your assets.

Arrange an initial meeting

 

  

  

  • The following issues will be discussed with you during our initial meeting:

    -  How can you optimize your retirement plan?

    -  What benefits can you expect from your pension plan?

    -  What projects and investments would you like to do in the future?

    -  What should you consider if you take early retirement?

    -  Which asset structure is optimal for you if you have funds in the 2nd and 3rd pillar?

  

 

  

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Tax consulting and planning

Taxes are a recurring topic and play an important role in our everyday lfe. All tax-related documents or areas reflect the personal, financial or professional situation. This is why it is important to pay close attention to such a key matter. With a forward-looking advice, we help you to prepare all life events from a tax perspective and solve them professionally. With your trust and our experience, we jointly ensure greater security and predictability in the area of taxes.

Arrange an initial meeting

 

  

  • These are the questions we address with you during an initial consultation

    —  What are your tax-relevant circumstances?

    —  What tax-relevant plans do you have and what tax consequences are associated with them?

    —  Where can these circumstances or plans be optimized and taxes saved?

    —  What tax risks do you face and how can these be avoided or reduced?

    —  Have you considered all tax types and all deductions?

  • Our services
    • Tax consulting for individuals and legal entities on Swiss tax law
    • Preparation of Swiss tax returns
    • Relocation services
    • Asset restructuring
    • Transfer of assets and business succession
    • Obtaining advance tax rulings

  

 

  

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Pension solutions

We offer modern pension solutions in the areas of executive pension plans, vested benefits, and pillar 3a, which combine the tax advantages of the Swiss pension world with state-of-the-art investment management. Benefit from the opportunity to invest into modern active investment solutions while taking advantage of the tax privileges of the 2nd and 3rd pillar. In our pension solutions, you retain control over your pension investments at all times and gain full transparency with regards to fees and performance.

Arrange an initial meeting

  

 

Icon: Ein Fragezeichen symbolisiert die Einladung zum Dialog

Do you have any questions?


Yes, I am interested in wealth planning.

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?

Contact us

 

  

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Estate planning

We advise and assist you in setting up custom-made solutions in the event of your untimely death or incapacity. In the event of your untimely death, careful estate planning ensures that your assets will be passed on in accordance with your wishes and needs. If you become incapacitated, you should have an advance care directive in place to specify who should take care of your affairs. Our specialists will assist you in, among other things, drawing up your will, your marriage and/or inheritance contract/documents, and your advance care directive. We also take care of the professional handling of your estate and act as the executor of your estate.

Taxes

For private individuals, we offer holistic advisory services based on Swiss tax law in the areas of income tax, wealth tax, gift tax, inheritance tax, and property gains tax.

Arrange an initial meeting

  

  • The following issues will be discussed during our initial meeting

    -  What precautions can you take now to prepare for your possible future incapacity?

    -  How can you best assure that your loved ones are properly taken care of?

    -  What options do you have for structuring your estate according to your wishes?

    -  How can you pass on your assets in a way that is as tax-optimized as possible?

    -  What do you have to take into consideration in the case of gifting or arranging an inheritance advance?

  

 

  

  

  

Other topics that may interest you

  

  

Advisory services

We provide you with comprehensive support when investing your assets in line with your investment strategy.

Our advisory services

 

Charitable foundations

When it comes to establishing and managing charitable foundations, we have an exceptional track record. 

Charitable foundations

 

  

Financing solutions

With the flexible financing solutions from Vontobel, you can create freedom for financial maneuver.

Our financing solutions

 

Discretionary mandates

You entrust us with the management of your assets, benefiting from our extensive investment expertise.

Discover our discretionary mandates

  

Let our experts advise you without any obligation.

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    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

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