Retirement provision & pension planning

Retirement provision is and will always be an important pillar in asset accumulation. We would be happy to advise you throughout all stages of your life stages and thus ensure that your assets are tax-optimised and protected over generations.

Life Cycle

Asset Accumulation

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

Retirement Planning

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

Transferring Assets

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.

WE WILL BE HAPPY TO ADVISE YOU IN A PERSONAL MEETING

Michael Wiedmer

Pension

+41 44 299 49 22

Marcel Roos

Pension

+41 41 249 80 25