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.
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.
Pension
Fill pension gaps to save tax.
Loans
Calculate the optimum level of debt to reduce tax impact.
Taxes
Define your marginal tax rate to plan your strategy.
To make tax savings
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
Anticipate rather than suffer the consequences
Small regular efforts help avoid major incidents in the future
To protect your loved ones
In the event of incapacity or death
For your peace of mind
Your financial plan will serve as your roadmap
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
In an environment with so many different service providers, it's difficult to obtain a consolidated overview. By realising your wealth check, you'll get a clear and simple overview of your financial situation.
This wealth check is only of value if it results in measures enabling you to realise your life projects; that's why you'll be offered concrete recommendations to deploy.
Based on this simplified wealth check, we can already make a few recommendations. Our clients benefit from comprehensive wealth planning and structuring.
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
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.
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
