One Group. For All Your Wealth Matters.

Our multidisciplinary specialists help you address all aspects of your wealth in a coherent manner: wealth management, investment advisory, tax advisory, pension and retirement planning, succession planning, real estate (valuation and financing) and wealth structuring.

We take the time to listen and deeply understand your personal situation and objectives. Our multidisciplinary specialists bring expertise across areas that banks simply do not cover — tax advisory, succession and estate planning, real estate valuation and mortgage financing, and pension planning — all coordinated for you under one roof.

No. You can keep your existing banking relationship(s) if you are satisfied with them. If not, we will discuss alternatives with you.

We do not select our clients on the basis of their wealth and we are happy to work with anyone who trusts us. Regardless of their wealth, all our clients are treated with the same professionalism and benefit from the same expertise and attention from our team.

Our fees are competitive and fair. For wealth management or investment advisory clients, all related services (tax advisory, real estate, pension consulting, estate planning, legal drafting, etc.) are included at no extra charge. Our first consultation is free of charge.

Absolutely. What you share with us stays with us. Your information is strictly protected and will never be disclosed to third parties without your explicit consent, in full compliance with Swiss law.

We advise future and new residents in Switzerland on the country's legal and tax framework to help structure their assets. We support clients in dealing with cantonal or federal authorities, help open banking relationships, and assist with health, life and non-life insurance matters.

Most of our clients are domiciled in Switzerland. Our tax, legal and real estate expertise covers Switzerland, and we are familiar with cantonal issues across income and wealth taxes, donations and inheritance taxes, and real estate.

Yes. Geneva attracts many international residents and cross-border workers. Our tax specialists are experienced in cross-border taxation, the taxation of foreign income and assets, and the implications of moving to or from Switzerland.

Without a clear succession plan, the transmission of your wealth can become costly, slow and contentious. Swiss inheritance law sets default rules that may not reflect your wishes — for example, forced heirship provisions limit how freely you can distribute your estate. A well-structured plan ensures your assets pass to the right people, at the right time, in a tax-efficient way, and with minimal conflict. It also allows you to protect a family business, provide for a surviving spouse, or make provisions for children from different relationships. The earlier you plan, the more options you have.

Yes. We help you structure the transmission of your wealth in a tax-efficient way, draft the necessary legal documents (will, donation deed, marriage contract), and coordinate with notaries when required. Our goal is to protect your assets and avoid conflicts among heirs.

Yes. Our specialists analyse your current pension situation and identify opportunities to optimise your pillar 2 (occupational pension) and pillar 3 (private pension) contributions, taking into account your tax situation, retirement timeline and income needs.

Our real estate specialists conduct an independent valuation of your property based on location, condition, comparable transactions and market conditions. We provide valuations for purchases, sales, estate planning, mortgage applications and tax purposes.

Yes. We analyse your financial situation, identify the most suitable financing structure, and assist you in obtaining a mortgage from Swiss banks or institutional lenders. We also advise on the tax implications of mortgage financing.