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Individuals and families

Your wealth has a story to tell

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.

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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Prepare your early retirement

Planning for retirement is crucial, especially if your goal is early retirement or partial retirement. Choose the best option for your needs by considering different scenarios.

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Keep your living standard

When people hear the word “retirement,” they usually immediately think of relaxation and freedom. The illusion here is that, until you retire, your finances are anything but “relaxed”.

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Advice on inheritance

Many people want to hand down assets to their loved ones when they pass away. With careful estate planning, you can ensure your estate is distributed according to your specifications.

Optimize your retirement

Financial planning and consulting

Pension solutions

Estate planning

For business owners

Custom-made solutions for entrepreneurial families in the areas of business succession, corporate pension solutions, or for any other specific needs.
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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. 

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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.

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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.

  • 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.

  • 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?

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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.

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.

  • 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?
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Publication “Brochure Estate Planning – good for everyone”

A free brochure with an information-packed overview of what you need to know about estate planning.

Other topics that may interest you

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Grow your wealth

At Vontobel, all our clients have one thing in common: they come to us for active investment solutions. But investing is not just about numbers. It’s about taking ownership and actively turning chances into opportunities.

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Investing with experts

Even experienced investors make mistakes. Find out what investment mistakes you may be making and how to avoid them.

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Long term low risk

Those who invest for the long term reduce their investment risk and create a solid foundation for constant growth.

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Advisory services

You would like to decide for yourself how much you want to invest when and where. But you want to benefit from the knowledge and recommendations of our analysts and investment specialists.

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