Guides
Two pages on a single wealth-planning question, for investors in Switzerland with assets of half a million francs or more. Sent as a PDF.
Three details, no post. The PDF usually arrives by email within a few minutes.
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When Markets Fall: What Your Reaction Costs
Prices are falling, and you feel the urge to act.
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Lump Sum or Pension: The Numbers Behind the Decision
Retirement brings a decision that is hard to undo afterwards: a pension or a lump sum from your pension fund.
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Inheritance: What to Sort Out Now
You inherit a portfolio worth two million francs and a flat.
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Your Vested Benefits Account: What You Need to Know
When you leave a pension fund, your retirement capital lands in an account you rarely look at again.
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Withdrawing Your Pillar 3a: Timing Counts for More Than the Number of Accounts
Holding several 3a accounts is the first step, and it is the easier one.