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Your wealth. Your story.

Do a Wealth Check

Thanks to early clarification of your pension situation and long-term planning for retirement, you can prepare for your retirement in a targeted manner.

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You are at center stage

Our financial planning focuses on your personal needs, life goals, and expectations.

Scenarios for your future

Tailored to your needs and goals, we analyze your current financial situation and present various future scenarios.

You decide, we plan

Take control of your future standard of living by preparing early. As globally active financial experts, we look after your assets actively and with foresight.

1. Carry out an asset and pension check

2. Request guidance

3. Enjoy prosperity

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Wealth-Check

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

Insights

11.09.2026 CEST | Wealth Planning | Estate Planning

Advance inheritance in Switzerland: Gifts, obligations to equalization, and estate planning

Marjolein Bieri

When an advance inheritance can make sense, in which situations a gift may be subject to equalization, and the key considerations when gifting real estate or businesses as part of estate planning.

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10.09.2026 CEST | Wealth Planning | Estate Planning

Real estate in estate planning: Passing on, gifting, and avoiding conflicts over property

Florian Wegmann

What to look out for when passing on or gifting real estate in Switzerland and how to prevent conflicts among your heirs.

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30.10.2025 CET | Wealth Planning | Estate Planning

Managing your wealth in the event of illness, accident or incapacity

Bettina Rösch

Many people place great importance on knowing that their assets are in safe hands. But what would happen if you were no longer able to make important decisions or give instructions?

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