Wealth Planning & Insurance Advice

As your trusted Swiss partner, we provide comprehensive wealth and tax planning advice and structure suitable insurance solutions for you, your family and your company.

Based on your and your company’s needs, we provide personal advice and structure individual solutions, which help you protect your assets and your family’s financial future.

Our Expertise

  • Wealth and financial planning, pension advice
  • Succession and inheritance planning, business succession advice
  • Tax planning options in line with Swiss tax legislation
  • Preparation of your Swiss tax return for submission
  • Insurance advice for families and companies

Due to our long year’s experience and our extensive international network, we are able to engage third party experts to solve any issue or need you may have.

Contact us

We look forward to your message, so we can organise an introductory call or arrange an appointment to get to know you and understand your exact requirements.

For any question call us

We look forward to getting to know you.

+41 41 712 00 07

Contact us

We look forward to your message, so we can organise an introductory call or arrange an appointment to get to know you and understand your exact requirements.

For any question call us

We look forward to getting to know you.

+41 41 712 00 07