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Wealth Preservation - swisspartners – The art of finance

The art of wealth preservation

A long term and sustainable approach

The preservation of wealth is an art that requires a broad palette of skills. As an experienced independent financial services provider, swisspartners understands that art intimately. We have been practising it successfully for our clients worldwide since 1993.

We are a one-stop shop boutique with offices in Zurich, Rapperswil-Jona, Vaduz and Cayman Islands.

We can take care of virtually all aspects of our clients’ wealth, also affording our clients the opportunity of choosing individual, distinct services from our group.

At swisspartners, we describe ourselves as big but personable. By this we mean that while we are one of Switzerland’s largest independent wealth planning and wealth management groups, we focus on the individual and take a personal interest when it comes to our clients. Our advisers really get to know you, your lifestyle, your family structure and your hopes for the future.

We use a variety of strategies to preserve your wealth. These fall into two main areas, wealth structuring and wealth management. This allows us to preserve your assets, which in turn means we can both look after your current situation and safeguard your future plans.

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Your Wealth at a Glance.

Further information


Media release:

swisspartners Group expands its service offering in the real estate business

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Media release:
swisspartners Group expands service portfolio through merger with NRS Treuhand AG

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