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:

  • 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.