Financial Solutions with IMPACT.
Committed to be your financial expert shaped by your values, your vision, your life.
With over 20 years of expertise in wealth management, tax consulting, and financial planning, we deliver strategic, tailored solutions that make a difference.
Whether you’re an individual, entrepreneur, or business owner, we help you structure your wealth, optimize taxes, and make smart financial decisions that stand the test of time.
Your starting point:
Let us handle your annual tax return — and we’ll include a comprehensive financial health check-up, on us!
Wealth Growth
We like advice.
You, your individual needs and goals are the focus of our advice. Based on this, an ideal composition of the portfolio is worked out. As a result, each risk unit should achieve maximum return without neglecting costs and tax considerations.
Financial Planning
We develop strategies.
Financial planning is the process of setting, managing, and achieving financial goals over time. We assess your current financial situation, identify your financial goals, and develop a strategy to reach those goals.
Want to be a great employer?
Book a corporate workshop for your Swiss and international employees today!
Taxes
We control.
We keep an eye on the changing tax law and support you in optimizing your taxes. Tax compliance is essential in all areas and requires ongoing and special attention.
Through professional planning and advice, unpleasant surprises are eliminated. We take care of your tax return, carry out intercantonal and international tax segregation and plan upcoming events such as restructurings, inheritances, gifts or capital withdrawals from the pension fund.
Retirement
We take precautions.
Pension provision starts now. To ensure that your standard of living can be maintained after you retire, early retirement planning is essential. In addition, timely planning can result in considerable tax savings.
Want to be a great employer?
Book a corporate workshop for your Swiss and international employees today!
Fiduciary / Trust
We are trustful.
Administrative effort costs a lot of time. While you use it for your customers, we take care of the right setup and thus an optimized cost-benefit ratio for you.