Resident Services
Comprehensive financial solutions for Swiss residents
Your Swiss wealth deserves dedicated expertise
As a Swiss resident, you benefit from a unique financial system. Our team of experts supports you in optimizing your tax and wealth advantages with a personalized and professional approach.
Wealth Planning
Optimize your wealth with our tailor-made strategies
Retirement Planning
Secure your future with the 3-pillar system
Insurance & Protection
Protect your wealth and your family
Simulate your retirement savings
Discover the growth potential of your retirement savings based on your profile and objectives. Adjust your settings and visualize the evolution of your capital in real time.
My situation
My willingness to take risks
My age
My annual contributions
Conservative scenario
Balanced scenario
Growth scenario
Hypothetical performance, based on average historical returns delivered. Past performance is not indicative of future results. Returns are not guaranteed.
Frequently Asked Questions
Find quick answers to the most common questions about our resident services
How can I optimize my wealth planning in Switzerland?
We analyze your overall situation: income, assets, family goals, and taxes. Our approach integrates the 3 pillars, real estate, investments, and estate planning to maximize your wealth.
What is the advantage of LPP buyback for a Swiss resident?
LPP buyback allows you to reduce your taxes while increasing your retirement capital. We calculate the optimal amount based on your tax situation and retirement plans to maximize the benefits.
What are the benefits of private wealth management?
Private management offers a personalized strategy, access to exclusive investments, international diversification, and dedicated monitoring. Ideal for assets exceeding CHF 500,000.
How can I reduce my taxes as a Swiss resident?
Several strategies exist: pillar 3A, LPP buybacks, professional deductions, donations, mortgage interest. We optimize your cantonal and federal tax situation according to your profile.
Do you have other questions?
Our team of resident experts is here to answer you personally