Beyond the portfolio, we assist clients with the wider questions of their financial affairs: retirement and succession, structures in Switzerland and abroad, property, insurance and financing.

 

We do not provide these services ourselves. Where a matter calls for it, we bring in specialists we have worked with for many years — tax advisers, lawyers and notaries, insurance brokers, trustees, and property and financing professionals — and coordinate their work on the client's behalf.

 

We accompany our clients and their families through the important phases of their lives — as a partner they have known for a long time.