Tax and retirement planning
Private Banking clients
Through this service, backed by a network of external experts, we offer our private banking clients domiciled in Switzerland a complete tax consulting service covering all their financial needs, proposing personalised and long-term solutions.
This holistic financial planning approach comprises the following
services:
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Wealth planning:
we analyse your personal wealth situation and seek solutions to your requirements, taking account of the legal, fiscal, shareholding and succession context. -
Retirement and insurance planning:
we examine whether your pension provision represents the best possible response to your requirements. -
Inheritance planning:
should you wish to plan the inheritance of your estate, we offer consulting services that aim specifically at meeting your objectives.
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Contact
