Life is full of changes and decisions that can have financial consequences. Whether you giving up your job, the sale of a business or a change of residence - swisspartners will support you with comprehensive, individual financial planning. Our experienced advisors support private individuals and entrepreneurs in finding long-term solutions that are geared toward your goals and wishes.
Planning liquidity and assets for important life decisions such as retirement, buying or selling real estate, business sales and inheritances.
Adapt your asset structure to different phases of life and new goals.
Support in the realisation and implementation of your financial strategies.
Optimisation through pension options, adjustment of domicile and tax planning for pension capital.
Support with estate planning and the execution of wills, including advance directives.
