Plan your wealth

Changes in your professional life, such as a promotion, a change of career, or moving abroad, can have a significant impact on your financial situation. These changes could affect your income, pension, tax burden and insurance coverage for you and your loved ones. Meticulous planning ensures that your financial situation aligns with your career ambitions.

Launching your own business unveils entrepreneurial freedom and new options for structuring your pension. We support you in finding a pension model that seamlessly integrates your business and personal goals and secures your financial future.

Planning to move to a new place? Relocating to Switzerland or moving within the country has significant financial implications. A comprehensive analysis forms the foundation for leveraging tax benefits, mitigating risks, and optimizing your overall financial status.

For entrepreneurs, retirement can mean giving up your life’s work as well as reorganizing your personal finances. Timely planning lays the foundation for a secure retirement provision as well as for a smooth business succession.

Early or gradual retirement not only offers new freedom. It also introduces financial challenges. Proactive and consistent planning is essential to optimize your retirement and secure financial stability, even when you are no longer employed.

After decades of building wealth, drawing the pension benefits marks a significant change with extensive financial implications. Thorough planning will enable you to generate a reliable income from the available assets and guarantee the necessary liquidity over the long-term.

You can arrange the distribution of your estate using a will or inheritance contract. Beneficiaries can be designated in various ways, depending on your individual wishes. Additionally, you can commit to charitable causes that are close to your heart—with donations or your own foundation.

Transferring assets to the next generation during your lifetime can be an effective strategy as part of your estate planning. Inheritance as well as tax aspects must be taken into consideration. We support you in analyzing your financial options, and assess the implications for your future wealth situation and the division of the estate.