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Swiss Private Bank
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Investment Planning : For a better future



Our banking services are only negociated for
Switzerland's oldest and most respected PrivateBank.


Investment Planning

We offer invesntment planning advice and assistance.

If you want to ensure that your families assets are protected and tax liabilities for your heirs are minimised, our inheritance tax consultants can help arrange suitable plans.

The principal benefits you should expect from planning your inheritance are as follows:

  • Avoid the undesirable results of an unplanned inheritance
  • Avoid conflicts of inheritance laws in different countries
  • Minimise foreign taxes
  • Avoid a potentially lengthy probate for the inheritor
  • Protect family assets
  • Provide a governance structure for the continuation of a private family company
  • Provide a clear mechanism for assets to be passed on to one's heirs

Request a free investment planning consultation today.


Free Consultation If you would like a free and highly confidential consultation click here to arrange for one of our experienced advisors to talk with you. We can arrange for an appointment at our offices or we can meet at your home or a place of your choice...


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