Tailor-made advice for every stage of life.
Our unique offering for private clients combines holistic financial advice with personalized support. Be it pension, tax, real estate or finance – we analyze your individual situation and develop solutions tailored precisely to your objectives and needs. With our 360° advisory approach, we support you proactively and ensure that your financial future is ideally structured.
We look at your financial situation in a holistic way.
Your finances are much more than just numbers – they are the key to a stable, independent and fulfilling life. With our holistic solutions, we create transparency regarding your financial situation, identify potential for optimization, and develop strategies that are perfectly aligned with your individual goals and stages of life.
With our 360° Check-Up, we offer you a comprehensive analysis of your financial situation tailored to your needs. From assessing your initial situation to developing customized solutions and providing long-term support, we cover all areas of life, including finance, retirement planning, real estate, and tax. Our unique approach combines in-depth expertise with personalized support to help you achieve your goals efficiently and sustainably.
Holistic financial planning for your wealth.
We draw up a comprehensive wealth overview including both bankable assets such as accounts and investments as well as non-bankable assets such as real estate and holdings. In doing so, we analyze your financial situation holistically, identify potential for optimization, and develop tailor-made strategies.
Clear budget planning is the foundation of financial security and flexibility. As part of our budget planning, we analyze your income and expenses, creating transparency on your financial situation. In collaboration with you, we develop a tailor-made plan that supports your objectives and helps you avoid financial tight spots.
Sound financial planning creates the basis for long-term financial stability. We analyze your income and wealth situation, optimize your expenses, and develop a personalized strategy that is ideally synchronized with your life goals. Be it retirement provision, wealth creation, or larger investments – our financial planning combines every aspect of your finances in a holistic concept.
Sound planning is half the future.
Plan your retirement early and worry-free with our retirement planning services. We analyze your pension provision, optimize your lump-sum or annuity payments from a tax perspective, and develop a sustainable strategy that helps secure your standard of living in retirement. This way, we create financial clarity and flexibility for your future.
Did you know that 60% of the Swiss population have no legally binding estate provision? Yet each and every one of us could become incapacitated due to illness or an accident – and with no clear prior arrangement, people we do not personally know might make important decisions on our behalf. We support you in establishing your pension and estate plan early and individually.
No stress during tax season. Our tax specialists complete your tax report on your behalf – competently, discreetly, and efficiently. Sit back and trust our expertise.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
Luxury assets – a fascinating and profitable investment category that attracts more and more investors. Yet, what is behind the phrase? The distinction between a "luxury good" and a "luxury asset" is the expectation of value preservation and value appreciation. A "luxury good" is primarily held for consumption purposes, representing exclusivity and style. A "luxury asset," however, is a strategic investment that creates sustainable value and is considered a part of a diversified wealth strategy.
