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Services

360° Solutions?
No Problem.

Are you looking for advice on all aspects of your assets, fiduciary services, insurance solutions or other matters? With us, you don’t have seven different advisors – but one partner: swisspartners.

 

Thanks to our comprehensive expertise and strong network, we develop holistic solutions that can be flexibly adapted to your individual goals. And best of all: we offer everything from a single source.

The carefree package

The art of floating

 

No matter the complexity of the problem, we have the right solution for each of your concerns. Let us put together a service package that meets your individual needs and requirements.

We’re taking care of it.

 

What if you could place all of your concerns related to wealth, liquidity, taxes, pensions & inheritance, real estate and fiduciary services in the hands of a trustworthy partner so that you could relax and devote yourself to the important and enjoyable things in life?

 

Discover the carefree package from swisspartners, now with its six themed modules. Together, we can create your personalised carefree package from a range of flexible, customisable modules. The swisspartners specialists provide advice tailored to your individual goals and life situation – and keep an eye on everything for you.

 

A package with  
six building blocks 

 

Assets, financial planning, taxes, pensions & inheritance, real estate and fiduciary services: Each of the six carefree package modules comprises various service modules. They can be booked individually and can be flexibly combined with other modules or package components on request. We will be happy to help you create your personalised carefree package.

Packages

Your carefree benefits
at a glance.

  • A professional contact person for the entire range of services relating to finance, real estate, pensions, and life management

 

  • Trust and security

 

  • Full transparency and fair prices

 

  • More time for the things in life that are important to you

 

  • Service with heart: personalised support from our experienced team

 

  • With the carefree package, you benefit from the wide range of services offered by the swisspartners Group
Your contact
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Christian Dietsche
Chief Executive Officer Wealth Management, Partner

Do you have any questions?
We look forward to hearing from you.