Financial advice for entrepreneurs

You're an entrepreneur, but a private individual too. That's why we aim to coordinate your business and private financial matters in the best possible way thanks to our advice.

Our advisory services

Holistic advice

For all aspects of your private and working life

Personalized team of specialists

Choose from our many experts

Global presence

Representation in over 50 countries and all major financial centers

Our solutions

Your challenges

Optimizing operative processes

  • Supplying employees with digital access
  • Executing payments at home and abroad
  • Financing operational working capital

Finance growth

  • Supply capital for sustainable growth
  • Find the right business partner

Prepare for company succession

  • Deciding on the appropriate succession model
  • Ensuring the transferability of your company

Our solutions

  • Basic banking services: 24/7 support and safe custody of stocks
  • Cash management solutions and payment transactions at home and abroad
  • Financing of partner buy-ins and broad range of mortgagesBroad range of credit and mortgage offers
  • Advice for complex real estate transactions
  • Review of succession options and support with investor search
  • Company valuation and M&A advisory for sellers
  • Network of partners in Switzerland and abroad

Your challenges

Prepare for risks

  • Covering your family in case of unexpected events
  • Maintaining your family’s lifestyle over the long-term.
  • Ensuring financial flexibility

Private financial and liquidity planning

  • A large part of wealth is tied with the company.
  • Various approaches to tax from different compensation models

Prepare for the future

  • Diversifying the concentration of wealth in the company
  • Allocating some capital for private retirement provisions
  • Avoiding the one-time tax effects by transferring your wealth

Our solutions

  • Cover yourself, your family and your company from risks
  • Advice for dividend strategy and tax questions
  • Diverse credit and mortgage offers
  • Individual wealth structuring
  • Comprehensive finance planning including a pension strategy
  • Estate planning

Your benefits

  • Presentation of optimum private pension solutions
  • Bridging of short-term liquidity gaps
  • Active assistance with succession planning

Our experts are here for you – we look forward to speaking with you.

Individual investment concept

What do you want to accomplish in your life? Together we’ll find out what matters most to you, guided by three key strategies: Liquidity. Longevity. Legacy.

Advice for entrepreneurs

As an entrepreneur, you face many challenges. Together with our expert teams, we accompany and advise you in your strategic decisions.

Staying flexible throughout the crisis

The coronavirus crisis has highlighted the tight link between business and personal wealth. Read here how financial shortfalls can be absorbed or prevented.

Who should inherit?

The ideal succession solution for you will depend on a variety of factors. Get your bearings with our info graphic.