Plan for your family’s financial future

When it comes to paying for your children’s education and other expenses, a financial plan is invaluable. We’ll advise you on the best way to provide for your family. Now and in the future.

Start a Fam­ily

You’ve made a mark in your pro­fes­sion and notched up ser­i­ous ac­com­plish­ments. But your pri­or­it­ies are shift­ing. You’re now think­ing about hav­ing chil­dren and a fam­ily. With our fin­an­cial ad­vice, we’ll help you pre­pare prop­erly for this stage in life.

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Provide for Your Fam­ily

Your fam­ily is the most im­port­ant thing in your life. But since life is full of sur­pris­ing twists and turns, you have to think ahead. Make pre­par­a­tions in the event that you can no longer sup­port your fam­ily. We’ll help you set up ap­pro­pri­ate pen­sion and in­sur­ance plans and en­sure your fam­ily is provided for – no mat­ter what hap­pens.

To financial consulting

Pay for Your Child’s Edu­ca­tion

Like any par­ent, you only want the best for your chil­dren. Es­pe­cially in terms of their edu­ca­tion. We’ll ex­plain how you can help your chil­dren enter the pro­fes­sion of their choice.

To the online savings advisor

Co­hab­it­a­tion or Mar­riage?

Mar­riage or co­hab­it­a­tion? It’s not just a per­sonal pref­er­ence. It af­fects your fin­an­cial situ­ation, too. For ex­ample, co­hab­it­ing part­ners file tax re­turns in­di­vidu­ally. Also, the law doesn’t cover in­her­ited prop­erty or al­i­mony claims fol­low­ing sep­ar­a­tion. If you’re not mar­ried, it may be wise to con­sider draw­ing up a writ­ten con­tract with your part­ner.

Plan Your Es­tate

With an in­her­it­ance con­sulta­tion, you can rest easy know­ing your es­tate will be ad­min­istered the way you want. Con­tact us to clear up un­answered ques­tions.

• Will & inheritance contract
• Lifetime gifts
• Marriage contract
• Division of estate
• Advance directive

In an ad­vance dir­ect­ive, you state who can make de­cisions for you if you be­come men­tally in­ca­pa­cit­ated. Also con­sider the op­tions provided by a liv­ing will.

We’ll help you en­sure that your es­tate’s dis­pos­i­tion re­flects your wishes and com­plies with all the legal re­quire­ments.

You want to pass on your as­sets as a gift or ad­vance­ment be­fore you die. We’ll show you how.

Mar­ital prop­erty re­gimes can play a sig­ni­fic­ant role for mar­ried couples. You and your spouse can define your rights in a mar­riage con­tract.

When you die, all your as­sets and li­ab­il­it­ies pass to your heirs by law. Care­ful es­tate plan­ning en­sures that your es­tate is dis­trib­uted ac­cord­ing to your wishes.

In an ad­vance dir­ect­ive, you state who can make de­cisions for you if you be­come men­tally in­ca­pa­cit­ated. Also con­sider the op­tions provided by a liv­ing will.

We’ll help you en­sure that your es­tate’s dis­pos­i­tion re­flects your wishes and com­plies with all the legal re­quire­ments.

Go to a dif­fer­ent fin­an­cial plan­ning topic

Start­ing a busi­ness. Risks and re­wards. Ca­reer Plan a start-up

In­vest­ment strategies. For your ideal life. As­sets Grow wealth

Se­cure your fam­ily's fu­ture Fam­ily Build nest egg

Buy or ren­ov­ate a home Real es­tate Get mortgage

Op­tim­ize your fin­ances. For a care­free re­tire­ment. Pen­sion Pro­vi­sion Plan retirement

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Other Life Stages

Stu­dents and train­ees

You’re lay­ing the found­a­tions for your ca­reer and tak­ing con­trol of your life.

Training and education life stage

Ca­reer starter

You’re ad­van­cing pro­fes­sion­ally, gath­er­ing life ex­per­i­ence and work­ing to­ward real­iz­ing your dreams.

Career starter life stage

Re­tir­ees and seni­ors

You want to enjoy the fruits of your labor, have all your af­fairs in order and be free from wor­ries about the fu­ture.

Retirement life stage

Seize Opportunities. Avoid Mistakes

Financial planning is future planning. Our guide can help you with answers to important questions.

To the guide

Divorce: AHV, BVG and 3rd Pillar

What You Can Define with an Advance Directive