Advisory & Consulting Services
Business consulting - management services during the sale, transfer or movement of a company.
Estate planning - typically attempts to eliminate uncertainties over the administration of probate and maximize the value of the estate by reducing taxes and other expenses. Guardings are often designated for minor children and beneficiaries.
Philanthropy - support when you establish a non-profit foundation or transfer assets to a charitable organization.
Portfolio analysis - providing a detailed overview of your portfolio based on your wealth planning strategy in conjunction with client goals, time horizon and risk tolerance.
Retirement planning - is the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain steady income at retirement. The goal of retirement planning is to achieve financial independence so that the need to be gainfully employed is optional rather than a necessity.
Tax advice - in order to minimize taxation with legitimate means, avoid learning the details of the tax law in complex financial situations or just to learn details of tax law. Switzerland is considered a tax haven due to its general low rate of taxation, its political stability as well as the various tax exemptions or reductions available to Swiss companies doing business abroad or foreign residents in Switzerland.
Wealth planning - structures such as trusts and foundations as well as life insurance and private investment funds