Financial Solutions with IMPACT.
Enjoy the now.
Secure the next.
Thoughtful tax, financial and wealth advice for the decisions that shape your life. We connect the details, so your plan works as a whole.
OUR APPROACH
One life.
One connected plan.
A tax decision affects your retirement. A move affects your assets. A new chapter changes what financial security means to you.
We start with your goals and your circumstances, then bring tax, pensions, investments and wealth structures into one coherent view. The result is practical advice for today and a strategy that can adapt to tomorrow.
Wealth Growth
Grow wealth with purpose.
We shape an investment approach around your goals, time horizon, risk capacity, costs and taxes. Your portfolio should support both the life you live now and the future you want to build.
Strategy . Allocation . Long-term perspective
Tax Consulting
Make the right move, at the right time.
Swiss and international tax planning, tax returns, cross-cantonal matters, cross-border dividend and social insurance payments, and representation with tax authorities. We consider the tax effect of restructurings, inheritances, gifts and pension withdrawals before decisions are made.
Planning . Compliance . Cross-border cash flows
Financial Planning
A clear view of what is possible.
We map your assets, income, commitments and goals into a plan for the next stage of life. From a home purchase to a career change or relocation, we work through the trade-offs with you.
Cash flow . Property . Life transitions
Retirement Planning
Retire on your own terms.
Understand your AHV and occupational pension outlook, test retirement income scenarios, and plan pension contributions and withdrawals with timing and tax in mind.
Pension analysis · Withdrawal strategy · Tax timing
Fiduciary / Trust
Reliable support for the business behind your plans.
Accounting, annual financial statements, payroll, social insurance matters and tax returns for companies. We bring care and continuity to the work that keeps your business running.
Accounting · Payroll · Corporate tax returns
A CLOSER LOOK
What could a closer look reveal?
The right questions can bring opportunities and blind spots into view before a major decision is due.
“Could a move across a canton or border change more than your tax bill?”
“What would happen to your income if you retired sooner than planned?”
“Are cross-border dividends and social insurance payments being handled in the best way for your circumstances?”
“Does your investment approach still fit your goals, risk capacity and tax position?”
“Would a pension buy-in or a different withdrawal plan change your retirement outlook?.”
“Would your wealth structure make a future transfer to your family straightforward?”
“How much wealth do I need to finance the standard of living I want over the long term?”
“As an entrepreneur, is the way you take income working well for you and your business?”
“Do your accounts, payroll and annual statements give you the clarity to act in time?”