Is your tax position truly optimised?
Taxation plays a central role in your life projects. A structured and forward-looking approach helps you optimise your resources, identify tax optimisation opportunities and protect your wealth over the long term.Please complete this form to schedule a confidential exchange with one of our advisors and benefit from a personalised wealth assessment.
Is your tax position truly optimised?
Taxation plays a central role in your life projects. A structured and forward-looking approach helps you optimise your resources, identify tax optimisation opportunities and protect your wealth over the long term.Please complete this form to schedule a confidential exchange with one of our advisors and benefit from a personalised wealth assessment.
9.2/10
Overall customer satisfaction score
Source: 2025 NPS study
Piguet Galland, once again voted Best Swiss Private Bank in 2025.
Why carry out a wealth assessment?
A personalised wealth assessment enables you to take stock, identify opportunities for optimisation, and plan your next decisions with clarity and confidence.
-
To achieve tax optimisation
To reduce the tax base for your income and wealth both now and in the long term
-
To anticipate changes in the regulations
Future reforms may limit the current opportunities for optimisation
-
To anticipate rather than react
Small, regular adjustments help avoid significant impacts in the future
-
To protect your loved ones
In the event of incapacity or death
-
For lasting peace of mind
Your financial plan serves as a clear roadmap for your life projects
Mastering your taxation allows you to see your projects through to completion and bring clarity to complex personal or professional situations.
-
Property
-
Pensions
-
Companies
-
Inheritance
-
What is the advantage of making donations during one's lifetime?
-
Will where I live and where my beneficiaries live have an impact on my inheritance?
-
How can I optimise the fiscal efficiency of an inheritance I will receive soon?
-
-
Family
-
What are the tax implications of marriage or divorce?
-
Which matrimonial regime should I choose?
-
How can I organise my estate planning serenely?
-
Your personalised wealth assessment in 4 steps
-
01.
Identify the tax charges impacting your budget
-
02.
Analyse the structure of your savings and investments
-
03.
Identify all the available levers to master your taxation
-
04.
Receive tailor-made recommendations to reduce your tax burden
Receive your personalised wealth assessment
Together, we establish a clear action plan with tailor-made recommendations aligned with your objectives.
Based on a single meeting, we prepare a personalised wealth assessment, covering all the topics relevant to your life projects.
We are committed to delivering your complimentary wealth assessment as promptly as possible.
Committed to your peace of mind
In addition to performance, we provide unfailing support and tailor-made advice. We help you build and structure your assets to face the most important periods in your life with complete peace of mind.
Jihan Bicici
Head of Wealth Solutions
With a degree in Political Science from the University of Geneva, Jihan Bicici began his career as a financial advisor at Swiss Life Select, then continued at UBS. In 2018, he joined Piguet Galland as a Specialist in pension and wealth planning. Since 2025, he has been serving as Head of Wealth Solutions.
Our clients say it best
What our clients say about us.
-
Piguet Galland offered us a number of different scenarios to help us through this major change in life, retirement.
-
Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.
-
At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
-
I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
-
Piguet Galland is the financial partner that's close to my heart. I have complete trust in them. In this bank, you get to know them on a personal level, and that's of utmost importance."
-
The aspect of the Bank that resonated with me in the past and to this day is trust, which is conveyed through a sense of closeness and, most importantly, a dedicated point of contact."
-
What I value most about Piguet Galland is the service and the trust-based relationship I have built with the various advisors I have worked with over the past thirteen years, all of whom have consistently been excellent."
-
Throughout the years of building a trusting relationship with Piguet Galland, I have realized that a bank can be a lifelong partner for significant milestones."