Wealth & Retirement
Structuring, preserving, and transferring your wealth in Switzerland.
Third Pillar (3A & 3B)
The third pillar is an essential instrument for retirement planning and tax optimization in Switzerland. Pillar 3A offers immediate tax deductions. Pillar 3B offers more flexibility.
Vested Benefits
When changing jobs, your LPP assets are transferred to a vested benefits account. We advise on account selection and investment options.
Estate Planning
Anticipate your wealth transfer: will, succession agreement, donations, life insurance as a planning tool.
Mortgage Advice
Support for your real estate project: borrowing capacity, offer comparison, condition negotiation.