Retirement and pension planning

Retirement planning is and remains one of the core pillars of our life cycle. We would be happy to advise you throughout all stages of your life to help you preserve your wealth over generations.

Life cycle

Income maintenance

Age 30 to 40

The accumulation and protection of income lays the groundwork for your future path in life and allows you to take initial action in the field of pension provision. Let us help you take the first steps!

Asset accumulation

Age 40 to 50

Through our integral approach, we design the appropriate retirement provision structures, tailored to your overall asset situation. You benefit from tax optimisation, individual management retirement provision with no cross-subsidisation and flexible vested benefit accounts with individual investment options.

Pension planning

Age 50 to 65

Retirement and succession planning is tailored to your needs so you have a firm basis for taking decisions in later life.

Asset transfer

Age 65+

We support you in the early transfer of assets that you want optimised for tax purposes, regardless of whether you want to bequeath them, give them away, or put them in a foundation.

PLEASE DO NOT HESITATE TO CONTACT US FOR A CONSULTATION

Michael Wiedmer

Pension

+41 44 299 49 22

Marcel Roos

Pension

+41 41 249 80 25

News

Reichmuth & Co Lecture No. 15

As part of the Reichmuth & Co Lectures, the University of Lucerne regularly hosts lectures with personalities from business, politics and science.

Video Market Outlook 2nd Quarter: Cyclical Boom

With the global economies soon to open up, we are at the beginning of a cyclical boom. However, economic optimism also fuels inflation concerns. Sharply rising inflation can be poison for the stock markets.

Real Value Preservation in Financial Repression – Consequence for Asset Allocation

Our short films on today’s monetary and fiscal policy show possible scenarios in the future. These provide ideas on how you can optimally align your asset allocation with your individual needs.