Facilitate your life – capitalize on our Financial and Wealth Planning

The increasingly complicated regulatory environment and legal framework of different jurisdictions present individuals and families with significant challenges when planning their wealth.

Through a trusted advisor, you can structure and manage your wealth more efficiently. At Trifft we lay great importance on thoroughly analysing your situation and incorporating your requirements and preferences.

We focus on capital protection and tax optimisation first to preserve and grow your wealth. Accordingly, we tailor, advise, set up and provide ongoing administration of tax optimal wealth management structures for you to fulfil your financial planning objectives.

Our Expertise for you

  • Financial planning, pension and retirement planning, entrepreneurial succession planning
  • Inheritance planning, professional guidance regarding wealth transfer to succeeding generations
  • Asset protection planning, consulting for trust set up and administration of wealth management structures for families and individuals
  • Real estate purchase services, mortgage finance structuring
  • Family office services, guidance on family governance, customized services for estate settlement and administration.
  • Philanthropic services, art trade and transaction facilitation services for international investors

You reach your financial planning objectives through our professional and comprehensive support. 

Your Advantages

  • Our focus lies on capital protection.
  • We enable wealth preservation and growth.
  • You receive tailored solutions and personal service.

Request us to revert to you

We look forward to your message, so we can organise an introductory call or arrange an appointment to understand your exact requirements and provide you with our proposal.

For any question call us

We look forward to getting to know you.

+41 41 510 04 60

Request us to revert to you

We look forward to your message, so we can organise an introductory call or arrange an appointment to understand your exact requirements and provide you with our proposal.

For any question call us

We look forward to getting to know you.

T +41 41 510 04 60