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Comprehensive services

With our comprehensive range of services, we support you with matters relating to pension planning, succession planning, property, philanthropy and family wealth.

Wealth goes far beyond traditional investing: Business interests, real estate, retirement planning, estate planning and philanthropic activities are interconnected and cannot be considered in isolation. Our comprehensive services align these financial, family and business aspects and bring them together into a coherent overall picture. This creates sustainable long-term solutions that reflect your personal values and meet your goals.

Retirement planning

Careful retirement planning safeguards your financial independence in later life. Together, we look at your overall retirement provision and develop solutions tailored to your personal goals. In doing so, we consider tax aspects as well as the optimal coordination of different retirement vehicles.

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Estate and succession planning

Early planning for wealth and business succession creates clarity and security for everyone involved. We support you in considering family, legal and financial matters holistically and developing tailored solutions. This allows assets to be passed on across generations in accordance with your wishes.

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Real estate

Real estate makes up a substantial part of family wealth. Financing issues, ownership structures, succession considerations and coordination with other assets require careful consideration. We offer independent support on strategic matters and help you make informed decisions.

Philanthropy and foundations

If you wish to assume social responsibility, you should structure your commitment carefully and with a long-term perspective. Whether through your own foundation, a sub-foundation or other forms of charitable engagement, we support you in structuring and implementing your personal objectives. With our experience in foundations and philanthropy, we ensure that your values and commitment achieve the desired impact.

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Intergenerational and family wealth

Wealth often develops across generations. Financial considerations are not the only factors that play an important role – responsibility, values and long-term goals matter too. We support families in structuring their assets sustainably and preserving them across generations.

Switch Control Box

The Switch Control Box forms the cornerstone of holistic wealth management. It brings together all assets, including third-party investments and property, thereby providing a transparent overview of your total assets. On this basis, your assets can be structured in line with your risk tolerance and individual objectives, and optimised in terms of tax efficiency and diversification.

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Retirement planning

Forward-looking retirement planning brings together your assets, your tax situation and your personal life goals. We have been supporting entrepreneurs, private individuals and families with their retirement planning for more than three decades. As a Swiss pioneer in personalised pension solutions, we combine professional expertise with our Reichmuth DNA: personal, independent, and forward-looking.

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About us

At Reichmuth & Co, we combine the unlimited liability of genuine private bankers with family valuesand a contemporary pioneering spirit.

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