July 22, 2022 Are Real Estate Investments Really Able to Hedge Against Inflation?
In recent years, inflation in Switzerland has been so low that many investors have neglected to hedge against inflation. This…
July 22, 2022 Services for Families
Let your money work for you and not vice versa.
With money comes responsibility.
We can help you make the right decisions – with certainty.
July 22, 2022 
July 19, 2022 Living on Wealth: How to Rely Exclusively on Your Private Means
Have you ever thought about the possibility of being able to live without a fixed income, and how much money…
July 15, 2022 Real estate: directly or indirectly, that is the question
Almost half of all rental apartments in Switzerland belong to private individuals. The ratio has fallen from 57 to 49…
July 11, 2022 When You Inherit, You Should Plan for the Medium and Long Term
A big inheritance can change your life, but not necessarily. What needs to change, for sure, is your financial planning.…
July 8, 2022 The best day to start with your financial planning is today
Home bookkeeping is the simplest form of financial planning: by juxtaposing income and expenditure, families hope to be left with…
July 6, 2022 Family Business Succession Planning: How to Hand Over your Life’s Work
Establishing and developing a business, or taking over and further expanding one, is a lifetime achievement. Thus, succession can become…
Better decisions
Our market analysis, access to a wide range of investment solutions and, above all, our many years of experience help you to identify, manage risks, and thus make better decisions – so that you can sleep soundly.
Overview
We can help you stay on top of things by undertaking your administration and accounting for you. This reduces the complexity and, normally, the costs as well.
Avoid mistakes
We can help you set priorities. With our network and our experience, you can avoid errors when dealing with banks, advisors and investments.
Take responsibility
We will take responsibility and coordinate the specialists for you. If you want, we can also manage your assets, so that you can concentrate on what’s important.
