To Stay Financially Independent
At swisspartners we concern ourselves with the full spectrum of the different facets of life. We are aware of the fact that often financial affairs are both the origin and the consequence of one’s life situation. This is why we believe that it is crucial to carefully and at the right time analyse and adequately plan all the various aspects of the client financial affairs.
With the help of seasoned, specialised advisors, we provide support to both individuals and entrepreneurs covering wide range of their concerns.
swisspartners Financial Planning offers a comprehensive financial support to satisfy a wide variety of our clients’ needs. Here are the issues and the procedure of our solution-oriented approach in a nutshell:
- Long term liquidity and wealth planning, especially with regard to acquisition tasks or other important events which require a solid base to support the decision-making process, e.g. company sale, acquisition or sale of a real estate, inheritance, change of residence etc.
- Comprehensive tax planning, tax optimisation by means of diverse pension plan options, change of domicile, taxation of pension capital
- Estate planning, execution of wills including advance directive
- Wealth structuring; adapting the wealth structure according to different stages of client’s life
- Assistance by the formulation and implementation of various approaches and of complex solutions
We look forward to hearing from you. Please, do not hesitate to contact us.
Your partner in charge