Financial advice for managers and executives

Your private financial circumstances are strongly linked to your company. Therefore, we approach your financial situation in a holistic way and also include your illiquid assets.

Our advisory services

Holistic advice

From investments and financing to tax, retirement and succession planning

Central contact person

For an uncomplicated handling of all your financial concerns

Global presence

Broad expertise on questions about international mobility

Our solutions

Your challenges

  • Managing your financial matters despite time constraints and numerous commitments
  • Avoiding liquidity shortfalls due to blocked participation plans

Our solutions

  • Determination of your personal liquidity requirements
  • Personalized investment concept, taking into account the illiquid shares of your assets
  • Diversification of cluster risks with Lombard loans
  • Diverse range of credit and mortgage solutions

Your challenges

  • Maintaining your lifestyle and ensuring financial flexibility
  • Planning your retirement in light of occupational mobility and international connections
  • Taking tax questions into account for stock / stock option plans

Our solutions

  • Comprehensive financial advice for executives new to Switzerland
  • Risk hedging for you and your family
  • Coordination of pension fund purchases and payouts for family and occupational plans
  • Advice on fiscal treatment of stock plans
  • International expertise and a broad network

Our advice – your benefits

  • Illustration 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.

Because a personal conversation is worth a lot

What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways: