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:
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.
should you wish to plan the inheritance of your estate, we offer consulting services that aim specifically at meeting your objectives.