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Proactive estate planning that goes beyond the essentials.


Wealth preservation to secure a lasting legacy for the next generation.


„A legacy is far more than the sum of material assets—it is the passing on of your life’s work and your values to the next generation. Our mission is to create the secure framework to make this possible.“

Bruno Litvic 
Co-founder of Conseillers Suisse SA
How it works

A legacy worth protecting

You have worked hard for your success. Protecting—and strengthening—your legacy is complex, but the right partner can guide you in passing your financial momentum to your loved ones. Sound estate planning is designed to preserve your wealth, ensure your control during your lifetime and beyond, and empower you to distribute your assets exactly as you wish.

Forward-thinking planning for future generations 

Thoughtful estate planning ensures that your wealth is passed on according to your vision for the long term. We support you in establishing clear structures and organizing your personal wishes early on. 

Advanced Strategies and Tax Optimization 

Our experts develop sophisticated concepts for estate and income planning. This includes inheritance tax optimization, charitable giving strategies, and specialized planning for unique family requirements, such as special needs planning. 

Holistic and adaptive estate planning

We provide a holistic perspective that covers every facet of your estate planning. In doing so, we consider your needs today as well as their future evolution, creating a solution that grows alongside your life. 

Security and clarity for your family 

Clear arrangements provide security for everyone involved. Through early and structured estate planning, we ensure that your loved ones have guidance and financial stability in the event of the unexpected.

You have earned the right to pass on your legacy

When the time comes to secure the next generation and position them for the future, we are here to support you in planning that legacy. Guided by your values, your financial planner works closely with your legal counsel to navigate complex requirements. We ensure that all critical estate planning documents are in place—always keeping the needs of your loved ones at the forefront.




A holistic approach to wealth management

To maximize your wealth as effectively as possible, your entire financial life – investment statistics, taxes, insurance, retirement planning, and estate planning – must be interconnected in a holistic approach. Your personal financial planner coordinates with a team of experts to piece together these various components into a complete picture. This opens up new avenues for you to build, grow, protect, and preserve your wealth.

Financial Planning

Our holistic approach unites all aspects of your finances.

Retirement Planning

Create a roadmap for a retirement you can truly look forward to.

Investment Management

Independent advice that serves only your interests.

Insurance Guidance

Expert check: Which insurances are necessary and which are unnecessary?

Tax Planning

Discover tax-efficient strategies to secure your wealth.

Estate Planning

Plan ahead: Estate planning to protect what matters.

Financial planning resources

Tools and strategies for your financial success

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