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We work with you to develop a comprehensive strategy based on your individual entrepreneurial situation as well as your personal wishes and goals.

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.

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Insights

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How to safeguard your business in any given situation

31.01.2025 CET | Wealth & Pension Planning

How to safeguard your business in any given situation

Daniel Schädler

Daniel Schädler

Effective management and ongoing development are crucial to the success of a business. But what happens if the business owner is unexpectedly incapacitated due to an accident or a severe illness? Such unforeseen events can thrust a business into crisis, even if a successor has already been chosen.

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5 considerations when voluntarily contributing into a pension fund

01.10.2024 CEST | Pension fund | Wealth & Pension Planning | Insights | Videos

5 considerations when voluntarily contributing into a pension fund

Jonas Jordi

Jonas Jordi

Voluntary contributions to the pension fund are regarded as an attractive way to increase pension capital while saving taxes. However, there are also constraints and risks involved that you should clarify in advance.

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Optimize your returns: Unlock the potential of your vested benefits account

01.10.2024 CEST | Pension fund | Wealth & Pension Planning

Optimize your returns: Unlock the potential of your vested benefits account

Alexander Spillmann

Alexander Spillmann

If you stop contributing to your second pillar, the pension assets you have accumulated will be transferred to a vested benefits account or a custody account. In addition to numerous tax advantages, this offers you the opportunity to actively invest your money. Find out which options you have.

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