Wealth Planning

Our accomplished Wealth Planning service can help you to safeguard your wealth for the future.

Our private banking experts will -

  • guide you through all the opportunities available from the Wealth Planning service.

  • discuss your specific financial goals.

  • put in place a financial plan suited to your needs and give you recommendations you can trust.


Click here to arrange a private banking consultation or request further information...

Swiss Bank agents can introduce you to a Swiss bank that offers the following services:


Family Office and Wealth Management
International Estate Planning
International Swiss Private Banking
Corporation, Trust and Foundation Formation
Swiss Bank Accounts

Asset Management
Private Banking
Inheritance Planning
Family Office
Trust Formations

Information Request

Contact us to request more info about Swiss Banking click here. A Swiss banker can render a general introduction to their services via telephone and then offer to meet you wherever it is convenient for you, in one of their banks in Switzerland, in their of our offices or even at your home if you wish.

The private banking services are usually offered to clients with assets of a minimum of $500,000 USD. With lower amounts of funds, you may still be able to apply do not hesitate to Contact a Swiss Bank or Click here to request more information.

Wealth Planning and Stocks. Information about Bonds and Shares. Stock Markets and Stock Market Trading. Stock Markets Trading and Investment Portfolios. Tax Consultants and Tax Avoidance. Investment Planning and Inheritance Planning. Tax Laws and Offshore Wealth Management from Private Banking.