Fast Financial Boosts for Improved Money Management
I get scared when I remember learning to drive. At fifteen I was impatient, full of nervous energy and so...
Helping you navigate through every stage of life
It’s hard to know what tomorrow will bring, or how your needs and goals will change over time. That’s why it’s important to have a clear, holistic plan in place that keeps you on course to reach your financial goals in the short, medium, and long term.
Our wealth planning experts aim to help you grow and preserve your wealth, and transfer it to the next generation when the time comes. They support you in all aspects of wealth planning, and give you access to our vast network of dedicated professionals around the globe.
Our wealth planning services include:
Financial planning
Comprehensive long-term planning aimed at supporting you in achieving your financial goals
Liquidity planning
In-depth planning to meet your liquidity goals
Wealth structuring
Setting up the right wealth structures for your family’s wealth
Relocation
Advice on the implications of a move to a new location
Retirement
Helping you ensure you have a comfortable future
Succession
Transferring your wealth to those you wish to benefit from it
Philanthropy
Leaving your mark and creating value with a purpose
Take control of your financial situation with a comprehensive long-term plan.
Global families often have complex needs, making expert advice and good planning especially important.
Structure your family wealth to ensure it is managed as effectively as possible.
Wealth planning is a holistic undertaking. Your dedicated relationship manager will therefore ensure they have a true and in-depth understanding of your current personal and financial situation, including your family and any business interests.
In a next step, they will work with our internal experts, and, if appropriate, with our extensive network of external professionals, to develop and implement a bespoke long-term strategy that specifically addresses your various needs.
Your relationship manager will then review the strategy with you at regular intervals to determine whether your needs or goals have shifted over time. If so, they will discuss these changes with you and make adjustments as required.
The products and services offered depend on the domicile of the client and the legal entity of 1Swiss.
We have highly experienced teams of in-house wealth planning specialists and a network of external experts located in key markets around the world.
Our roots as a family business and entrepreneurs mean we are uniquely positioned to partner with families across generations.
1Swiss has two in-house trust companies; one in Zurich and one in Singapore.
We assess your overall situation including succession aspects, and prepare an overview of factors to consider before your move. In addition, we support you in gaining a good understanding of your target location, including the immigration policy, school system, and property market.
Once we understand your personal goals, we create a comprehensive overview of your wealth, as well as a summary of how you envisage the succession. We then deliver a succession plan covering areas such as inheritance, marriage contracts, and wills. Armed with this information, you can then discuss your options with your personal external legal and tax specialists.
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