Our advice - your added value
Financial and pension planning
The Financial and pension planning creates clarity about your long-term asset and income situation. By systematically analysing your life phase, goals, needs and risks, we develop viable strategies for a financially secure future. This gives you a sound basis for decision-making and you know your options.
Tax consultancy
Our Tax consultancy supports you in efficiently fulfilling your tax obligations and utilising the scope for structuring. We analyse your individual situation comprehensively and develop optimised solutions for national and cross-border issues.
Inheritance and estate counselling
As part of the Inheritance and estate counselling we create transparency about the legal, financial and family aspects of asset succession. We support you in organising a structured and low-conflict estate. The aim is to create a predictable, tax-optimised estate that corresponds to your values. Transfer of assets.
Pension advice
Our Pension advice shows how you can protect yourself against unexpected life events. On the basis of a detailed analysis We develop customised concepts based on your existing pension structures. This will strengthen your financial stability and that of your loved ones.
Emigration counselling & international financial planning
We support you in the financial, tax and legal planning of a Change of residence. We analyse the effects on assets, pension provision, Taxes and retirement income when moving out of Switzerland. This will give you the security you need to make informed decisions and ensure a smooth start abroad.