A company succession is a challenging process. Not only should anyone planning a succession ask themselves entrepreneurial questions; they need to think about their own retirement provision, too. By handing over to a successor, be it within the family, to employees or to external interested parties, entrepreneurs can ensure that their company continues to exist and that their private assets are safeguarded even after retirement.
«The combination of financial, succession and pension planning for entrepreneurs is unique in this form in Switzerland.»
Three experienced pension specialists are available to provide our clients with analyses and advice. Nadia Bögli and Davide Coppola have many years of experience in client advisory, financial and company succession planning. As an occupational pension provision specialist, Sandra Vögeli provides clients at the new location with expert support and always keeps an eye on their individual situation.
Services:
Review of the entire pension provision
Analysis of the company’s financial situation
Settlement of the private and business estate
Tax optimisation
Financing model for successors
Did you know?
Our securities held in pension custody accounts remain with you for life.
Thanks to our collaboration with selected private banks, there is no sale or redemption at the time of retirement.