Lawyers, fiduciaries, notaries

We help you and your family to achieve your life goals. Our services include:

• Tailored wealth management based on an individual investment concept
• Provision of mortgages (self-occupied and income-producing) and loans
• Planning and optimization of your retirement situation or wealth transfer
• Accounts and cards, as well as access to our services by phone and at any time online

We take care of the financial affairs of your law firm, fiduciary or notary's office, allowing you to focus on business matters. We offer the following solutions:

• Comprehensive offering for business transactions including escrow
• Settlement accounts for client funds (form R)
• Investment and growth financing (e.g., partner financing)
• Efficient payment transactions for your office and fee accounts
• Advice on pension fund solutions for both partners and employees

We cover your clients’ needs comprehensively, regardless of whether they are natural or legal entities. We provide:

• Wealth management including retirement and succession planning
• Real estate, corporate and transaction financing
• Opening of capital deposit accounts
• Solutions throughout the company lifecycle (e.g., foundation, establishment, takeover, handover)
• Expertise on moving to Switzerland from abroad, global support for additional family members
• Specialist services for family offices
• Advice for foundations, trusts and domiciliary companies
• Guardianship and custodianship services