!css
 
Private banking

Wealth planning solutions

Wealth planning solutions

Life insurance

Life insurance is an essential product in the area of wealth management – for saving, for investing, and for passing on wealth to the next generation. It is always productive to underwrite a life insurance contract, depending on your goals – retirement, protection, savings, wealth inheritance, capital gains, additional revenues – and your financial, fiscal, legal and family circumstances.
Wealth planning solutions

Corporate structures

If you would like to ensure the longevity of a family company, manage a securities portfolio, preserve works of art or protect one of your loved ones, creating a corporate structure will allow you to meet all these objectives in an optimised legal and fiscal framework.
Wealth planning solutions

Trusts and foundations

If you would like to arrange your estate and share your assets among your loved ones according to your exact wishes and over several generations, a trust is the best possible solution. A foundation meets the same requirements but with charitable goals.
Wealth planning solutions

Dedicated funds or family funds

If your family wants to pool its wealth in order to manage it more efficiently we can set up a dedicated fund or a family fund, tailor-made according to your personal, professional and wealth circumstances.