“Get a holistic overview of your financial future and of your company with Vontobel wealth services.”

For business owners, their business and personal asset and pension situations often overlap. The value of their company is often a significant part of their assets, and business performance can, therefore, have a direct impact on their personal financial future. This is why an approach that takes these interdependencies into account is essential.
We offer tailor-made solutions for entrepreneurial families in the area of company pensions and succession as well as in other areas.

 

 

Succession planning

Executive pension plans

Taxes

For private individuals

Assistance with succession planning for your company and solutions for an orderly company handover.

Modern, customized pension solutions for business owners.

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 business owners
Free analysis of your overall situation

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

Alternative:
Make your company fit for the future, and ensure your optimal pension and asset situation for years to come.

 

 

Request a consultation

 

 

*An optimization discussion is suitable for business owners who have a company, assets, property, and/or pension plans and who want to assess investment opportunities and alternatives. The free consultation is limited to 60 minutes.
Request an advisory meeting

 

 

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 an analysis of your life situation and your needs, you will immediately receive an overview of your results.

Start the check

 

 

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Succession planning

We help business owners optimize and preserve their personal and corporate wealth. We assist you when it comes to passing on your business to the next generation during your lifetime, in the event of your death, or if you are planning a sale. In doing so, we also include the tax aspects in long-term pension and financial planning and show you viable and solid models 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 business owners, company executives, and self-employed persons a wide range of modern pension solutions in the super-mandatory area of the second pillar and in vested benefits with many structuring options that combine the tax advantages of the pension fund pots with modern, professional investment management. Take advantage of tax privileges, and retain control over your investment strategy at all times, maintaining transparency with regard to costs and performance. Reduce your dependency on the performance of your company by a targeted, tax-optimized build-up of pension capital.

Request an appointment

 

 

 

 

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Taxes

We offer self-employed individuals and SMEs holistic advisory consultations based on Swiss tax law in the areas of income tax, wealth tax, profit tax, capital tax, gift tax, inheritance tax, and real estate gains tax. In addition, we assist business owners with succession planning or structuring their business and other assets.

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.

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    Bank Vontobel AG
    General Counsel
    Gotthardstrasse 43
    CH-8022 Zürich

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