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.

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.

Smart estate planning

Age 50+

Planning our estate is something we all need to address. We can assist you produce a tailor-made concept and all the associated paperwork, bringing clarity for you and your loved ones.

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 Lectures 27.04.2023

«Europe is fixated on economic equality»

The question of too much or too little social equality cannot be decided with the help of statistics alone, said Prof. em. Dr. Dr. h.c. mult. Hans Ulrich Gumbrecht at the 21st Reichmuth & Co Lecture at the University of Lucerne.

Investing 05.04.2023 Dr. Matthias Ramser

Market Commentary 2nd Quarter 2023

In the first quarter of 2023, equities were able to generate a positive return. Nevertheless, we are still in an environment in which a balance has to be found between growth, inflation and interest rates following major monetary and fiscal policy interventions during the pandemic.

Pension 17.01.2023 Astrid Niederberger

Is your estate in order?

Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.