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.

  

Succession planning

Executive pension plans

Taxes

For private individuals

Advisory on succession planning for your company, and solutions for handing over your company to your successors.

Modern and customized pension solutions for entrepreneurs and executives.

Assistance with tax issues and solutions for an optimal transfer of assets and the business.

Individualized financial planning and consulting for all phases of your life.

Succession planing Executive pensions plans Taxes For private individuals

  

disruptor-vorsorge-en.png Pension planning for entrepreneurs
Free analysis of your overall situation

Bring your pension and asset situation up to date and coordinate it with your succession planning. Benefit from the knowledge of our experts and arrange a free initial consultation* now, or give us a call: +41 58 283 64 46

 

 

Request a consultation

  

*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.

  

Your wealth. Your story.

The next chapter of your wealth management starts with a check!

Carry out our wealth and pension check in just a few minutes. After analyzing your overall situation and needs, you will immediately receive an overview of your results.

Start the check

  

image

Succession planning

We help entrepreneurs optimize and preserve their private wealth while keeping the prosperity of their corporate in mind. Thus, we advise you on passing on your business to the next generation during your lifetime, set up a clear plan for the event of your untimely death or incapacity, or support you in planning the sale of your company. We also include the tax aspects in long-term pension and financial planning and show you different scenarios for a possible succession plan.

Request an appointment

  

  

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

  

image

Executive pension plans and vested benefits

We offer modern pension solutions in the area of executive pension plans, vested benefits, and pillar 3a, which combine the tax incentives of the Swiss pension world with state-of-the-art investment management. Benefit from the opportunity to invest into modern active investment solutions and at the same time take 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 regard to fees and performance.

Request an appointment

  

  

image

Taxes

We offer self-employed individuals and SMEs holistic advisory based on Swiss tax law in the areas of income tax, wealth tax, profit tax, capital tax, gift tax, inheritance tax, and property gains tax. In addition, we assist entrepreneurs in evaluating the tax implications of different succession scenarios or business asset structures.

Request an appointment

  

  

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.

After sending the form you will receive an email asking you to confirm your email address.

 

  • Legal notice

    The data transmitted to Vontobel using this form are sent encrypted via the Internet. However, the possibility of unauthorized third parties accessing the transmitted data, particularly using malware on the computer, cannot fully be excluded. If you are using this form to send confidential data (e.g. your account number), you accept the risk of disclosure of your banking relationship and bank account information to third parties and you release Vontobel from any and all liability for damages incurred as a result of the use of this form, to the extent that such release is permitted by the law.

    By providing your phone number and/or email address, you declare your express consent to Vontobel contacting you by phone and/or unsecured email. The personal data provided by you are used and stored to handle and process your inquiry and in order for us to perform our contractual duties in connection with the services chosen by you. The personal data may be processed on behalf of Vontobel by a subcontractor engaged by Vontobel, including outside your own or Vontobel’s location. Your personal data are processed and stored for the duration of our business relationship. In addition, we are subject to a number of duties to retain and document. Finally, the duration of storage is also determined by the statutory limitation periods.

    Please note that the use of email and electronic means of communication involves significant risks, such as lack of confidentiality, possible manipulation of contents or sender, dispatch to the wrong recipient, viruses, etc. Vontobel does not accept any responsibility for damages in connection with the use of emails and electronic means of communication. Vontobel therefore also recommends that you do not send sensitive information by email, that received text is not included in responses and that the email address is newly entered manually each time.

    Vontobel does not accept orders for commercial transactions such as the opening of accounts, payment or stock market orders, cancellations of orders or authorizations, blocking of credit cards, changes of address etc. via this form. Please contact your branch or your relationship manager with regard to such transactions.

    The information and/or documents offered on this website represent marketing material pursuant to Art. 68 of the Swiss FinSA and are provided for information purposes only. On request, further documents such as the basic information sheet or the prospectus are available free of charge whenever you wish. The products, services, information, and/or documents offered on this website may not be accessible to individuals domiciled in certain countries. Please note the applicable sales restrictions of the respective products or services.

    Not all products are available in all countries.



    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

    Terms and Conditions of Use
    Privacy Policy

 

*

Mandatory information