Asset Management and Structuring
Optimize and protect your wealth with our tailored solutions, designed to ensure the growth and sustainability of your family assets. Our services include asset management to maximize your investments, wealth structuring with tailored legal and tax solutions, tax optimization to effectively reduce your taxes, and estate planning to ensure a harmonious transfer of your wealth. Explore each of these services to discover how we can help you achieve your financial goals.
Asset management
Personalized strategies for the management and growth of financial wealth.
Wealth structuring
Creation of suitable legal structures (trusts, foundations, holdings) to optimize asset management.
Tax optimization
Strategies to minimize income, wealth, and inheritance taxes, taking into account Swiss and international legislation.
Estate planning
Development of succession plans to ensure smooth transfer of assets to future generations.