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Contact & Support
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Wealth planning

Our wealth planning offering is multi-faceted, flexible and built on decades of experience advising ultra-high net worth individuals and single family offices. Together we can protect your wealth and create the future you want for yourself, your family and the next generation.

Financial planning consultation

  • Financial planning on your terms

    We work with you on wealth planning strategies that focus on what's important to you, your needs, and the long-term plans for your family.

  • An ideal structure for your assets

    Based on your current and future tax profile, we can help you identify suitable structures for your private wealth, assets, investments or philanthropic donations that fit in with your wealth and succession objectives.

  • Wealth preservation for the long-term

    We guide you through ways to maintain and preserve your wealth, so you can safeguard assets for the long-term prosperity of your family.

Plan your finances and manage your wealth with confidence

Wealth consultation

Financial and succession planning

We know that everyone has different priorities when it comes to wealth planning and building a financial legacy for the next generation. Our wealth experts can help tailor plans that are flexible, adaptable and shaped around the financial impact of key life events.

How we can help:

  • Business succession, inheritance, and legacy planning
  • Managing private assets and your estate and transfer to your future heirs
  • Guidance on life insurance, wills and other succession documentation
11/07/2024
Family business meeting

Family governance

We provide professional support for managing family finances and key family-related challenges across generations. Through close consultations, we can help define practical solutions for problems as well as new protocols and governance structures.


How we can help:

  • Establishing and managing single family offices
  • Continuity planning and conflict management
  • Shaping long-term control and decision-making processes
11/07/2024

More on our Premium Clients’ family governance offering

Consultancy meeting

Individual asset structuring

Whether you want to invest in new assets or restructure existing ones, we can help you identify optimal structures and ensure you’re able to protect, control and get the most out of your private wealth for the long-term.

How we can help:

  • Foundations, trusts or private label funds
  • Private investment companies
  • Insurance solutions or securitization instruments
11/07/2024
Finance planning graphs

Swiss tax planning*

Whether you’re looking to optimize your tax situation for your investments, entrepreneurial activities or succession plans, our tax experts can work with you to maximize your net returns and meet your broader financial goals.


How we can help:

  • Tax advice for national or international investments
  • Tax planning in relation to liquidity events
  • Taxation solutions for employee profit sharing
*Tax treatment depends on the individual circumstances of each client and can vary accordingly. Above services are limited to the Swiss tax planning under Swiss Law.
11/07/2024

Relocation to Switzerland and other European countries

Looking to invest in property overseas and make the move abroad? We offer bespoke consultations on international relocations and have specialist knowledge of the Swiss property market. So whether you’re looking for the right Swiss canton to invest in, or legal advice for asset financing, we can be your trusted advisor.

Investing in real estate

We will help you find the ideal structure for your real estate investments and can advise you on aspects such as the special legal requirements that foreign nationals must observe when purchasing real estate in Switzerland.

Discuss your needs

Arrange a consultation with an advisor

Single Family Office Survey 2022

In an uncertain economic climate, single family offices (SFOs) are shifting their focus to wealth preservation and diversification. As our latest survey reveals, their strategies can differ according to region and size.

Business consultation