Wealth management by a fiduciary - Tax optimization & Estate planning

Our principles of neutrality and impartiality ensure that our advice is exclusively dedicated to furthering your interests. Trust and transparency form the basis of our collaboration with each client, enabling a balanced and beneficial partnership.

We understand that each client's wealth is unique, and deserves a strategy specifically tailored to its needs. Our commitment is to accompany you every step of the way, guaranteeing not only solutions tailored to your specific needs, but also long-term performance and security for your investments.

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Our services (CHF 150/hr)

Tax optimization (corporate)

We'll help you find legal solutions that comply with Swiss law to reduce your taxes. With strategies tailored to your situation (locality, industry and company size), we ensure that you take full advantage of all available legal opportunities to reduce your tax burden.

Estate planning (individuals)

We work alongside you to ensure that your assets are passed on exactly as you wish, with the lowest possible tax burden.

By taking the time to understand your personal wishes and your family's needs, we design a plan that ensures an efficient transfer of your wealth.

Do you have any other concerns? 

Don't worry, we're here to answer all your questions.

We're passionate about what we do, and we like to see our customers succeed and feel secure about their financial decisions.

Let's discuss your goals together and see how we can help you achieve them with ease and confidence.