Pave the way to your life goals.
You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.
![Complete solutions](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol1/singleimage/image.transform/width-xs/img.terget-icon2.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol1/singleimage/image.transform/width-s/img.terget-icon2.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol1/singleimage/image.transform/width-m/img.terget-icon2.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol1/singleimage/image.transform/width-l/img.terget-icon2.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol1/singleimage/image.transform/width-xl/img.terget-icon2.jpg 1680w)
Complete solutions for your long-term needs.
Our wealth planning specialists can help put your wealth to work through:
- Investment structures that enable tax-efficient investing now and for future generations
- Retirement planning that can help to ensure you are financially prepared for your next stage in life
- Inheritance and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries
![Navigating the way forward](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol2/singleimage_copy/image.transform/width-xs/img.three-people-icon2.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol2/singleimage_copy/image.transform/width-s/img.three-people-icon2.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol2/singleimage_copy/image.transform/width-m/img.three-people-icon2.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol2/singleimage_copy/image.transform/width-l/img.three-people-icon2.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol2/singleimage_copy/image.transform/width-xl/img.three-people-icon2.jpg 1680w)
Navigating the way forward.
We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account.
Tax treatment depends on individual circumstances. You should seek independent tax advice.
![With you on your journey](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol3/singleimage_copy_974398854/image.transform/width-xs/img.impact-icon2.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol3/singleimage_copy_974398854/image.transform/width-s/img.impact-icon2.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol3/singleimage_copy_974398854/image.transform/width-m/img.impact-icon2.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol3/singleimage_copy_974398854/image.transform/width-l/img.impact-icon2.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_238261472/tuplacolumncontrol3/singleimage_copy_974398854/image.transform/width-xl/img.impact-icon2.jpg 1680w)
With you on your journey.
Our wealth planning specialists are by your side to help you achieve your goals.
![Legacy planning](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_2071292554/tuplacolumncontrol1/singleimage/image.transform/width-xs/img.life-insurance-thumbnail.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_2071292554/tuplacolumncontrol1/singleimage/image.transform/width-s/img.life-insurance-thumbnail.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_2071292554/tuplacolumncontrol1/singleimage/image.transform/width-m/img.life-insurance-thumbnail.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_2071292554/tuplacolumncontrol1/singleimage/image.transform/width-l/img.life-insurance-thumbnail.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_2071292554/tuplacolumncontrol1/singleimage/image.transform/width-xl/img.life-insurance-thumbnail.jpg 1680w)
Legacy planning
We are here to support you through the complexities of succession planning, and also with your philanthropic interests so that your legacy endures.
![Succession planning](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_139693706/tuplacolumncontrol1/singleimage/image.transform/width-xs/img.offshore-bonds-header.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_139693706/tuplacolumncontrol1/singleimage/image.transform/width-s/img.offshore-bonds-header.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_139693706/tuplacolumncontrol1/singleimage/image.transform/width-m/img.offshore-bonds-header.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_139693706/tuplacolumncontrol1/singleimage/image.transform/width-l/img.offshore-bonds-header.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_139693706/tuplacolumncontrol1/singleimage/image.transform/width-xl/img.offshore-bonds-header.jpg 1680w)
Succession planning
For many families, the goal of strategic financial planning is not simply to manage, multiply and protect their wealth, but to leave a financial legacy for the next generation based on a shared understanding and common set of values.
![Wealthy families](/sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_651478931/tuplacolumncontrol1/singleimage/image.transform/width-xs/img.family-header-fin.jpg 768w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_651478931/tuplacolumncontrol1/singleimage/image.transform/width-s/img.family-header-fin.jpg 1080w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_651478931/tuplacolumncontrol1/singleimage/image.transform/width-m/img.family-header-fin.jpg 1366w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_651478931/tuplacolumncontrol1/singleimage/image.transform/width-l/img.family-header-fin.jpg 1440w, /sb/en/private-banking/wealth-planning/_jcr_content/content/columncontrolenhance_651478931/tuplacolumncontrol1/singleimage/image.transform/width-xl/img.family-header-fin.jpg 1680w)
UHNW families and Family Offices
Managing the complexities of wealth calls for holistic and tailored solutions. Prepare your family for a brighter future.