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Take control of your taxes

Taxes play a central role in many aspects of your life plans. By managing your tax situation effectively, you can optimise your resources, minimise the tax base and ensure better protection for your assets.

Take control of your taxes

Taxes play a central role in many aspects of your life plans. By managing your tax situation effectively, you can optimise your resources, minimise the tax base and ensure better protection for your assets.

9/10

Overall satisfaction rating from our customers

Source: NPS study 2023

Why should you have your wealth check ?

Carry out your personalised wealth check and optimise your taxation.

  • 01.

    To make tax savings

    To reduce the tax base for your income and wealth both now and in the long term

  • 02.

    To anticipate changes in the regulations

    Future reforms may limit the current opportunities for optimisation

  • 03.

    Anticipate rather than suffer the consequences

    Small regular efforts help avoid major incidents in the future

  • 04.

    To protect your loved ones

    In the event of incapacity or death

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    For your peace of mind

    Your financial plan will serve as your roadmap

Managing your fiscality will enable you to achieve your life goals and can also clarify complex situations.

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    Property

    • Planification financière
      What level of net return (after tax) can I actually expect from an investment property?
    • Analyse prevoyance
      What impact will a purchase or sale have on my tax liability?
    • Conseil Fiscal
      Is now the right time to pay off my mortgage?
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    Pensions

    • Planification financière
      Is it in my interest to do buy-back in my second pillar pension fund?
    • Planification successorale
      What are the fiscal advantages of a "Bel Étage" type plan, and could I benefit from this?
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    Companies

    • Planification financière
      What is the ideal structure for the company I own?
    • Planification successorale
      What I should I do with my company's cash surpluses?
    • Property 1=Investissements
      What is the most efficient way to transfer my company?
  • Inheritance
    Inheritance
    Inheritance

    Inheritance

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      What is the advantage of making donations during one's lifetime?
    • Property 1=Financement
      Will where I live and where my beneficiaries live have an impact on my inheritance?
    • Property 1=Flow
      How can I optimise the fiscal efficiency of an inheritance I will receive soon?
  • Family
    Family
    Family
    Family

    Family

    • Property 1=Community
      What are the tax implications of marriage or divorce?
    • Property 1=hi-five
      Which matrimonial regime should I choose?
    • Property 1=Award frame
      How can I organise my estate planning serenely?

Carry out your personalised wealth check and optimise your taxation in 4 steps.

  • 01.

    01.

    Identify the taxation which impacts your budget

  • 02.

    02.

    Analyse the structure of your savings and investments

  • 03.

    03.

    Identify all the available levers to manage your taxation

  • 04.

    04.

    Obtain personalised recommandations to reduce your tax liability

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Receive your wealth check within 48 hours.

Together, we draw up an action plan establishing specific recommendations. On the basis of a simple appointment, we carry out a tailor-made wealth assessment for you. We discuss with you all the themes necessary for the realisation of your plans. We commit to send you your complimentary wealth check within 48 hours.

Meet our specialist

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.

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    Vincent Arnal

    Responsable Solutions Patrimoniales

    The holder of the IAF diploma and the Federal Certificate of Financial Advisor, Vincent Arnal began his career with Swiss Life Select and then with Banque Cantonale de Genève. He joined Piguet Galland & Cie SA in 2018 and then became Head of Wealth Solutions in 2020. He ensures the business development of the Bank's pension and financing solutions, as well as the management of the expertise that supports our clients in their life plans

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Receive your wealth check

Your time is valuable, and we are committed to making this process as smooth as possible.

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A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

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.
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    Noémie Prod'hom

  • Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.
    Marie-Laure Favre vignette

    Marie-Laure Favre

  • At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
    M’Bayang Thiam

    M’Bayang Thiam

  • I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
    David Vuadens

    David Vuadens

  • 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."
    Ann Evard

    Ann Evard

  • 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."
    Anthony Picard

    Anthony Picard

  • 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."
    Dominique Lauener

    Dominique Lauener

  • 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."
    Franck Neveu

    Franck Neveu

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