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


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



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*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



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.

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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?

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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.

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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.

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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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