Our Clients
We support a diverse clientele with specific wealth management needs.
Swiss Residents
Tax optimization, retirement planning, estate planning.
Cross-border Workers
France-Switzerland cross-border advice, LAMal/CMU choice, tax coordination.
Expats
Relocation to Switzerland, wealth transfer, international taxation.
Entrepreneurs
Legal structure, LPP affiliation, business asset protection.
Executives
Optimized compensation, stock options, international career planning.