Find out the specific areas of expertise in which we can help
State-of-the-art Financial Planning
We are a Lifetime Financial Planning firm specialising in offering independent advice to the international community throughout Switzerland, France and beyond
Partner of premier organizations
To best serve the financial needs of our international clients, we have chosen to partner with international organizations and local firms through the Swiss Mobility Circle
You are more likely to succeed in life when you have a plan
The same applies to managing your money
INVESTMENT ADVICE
RETIREMENT PLANNING
PENSION TRANSFERS
ESTATE PLANNING
INSURANCE PLANNING
PROPERTY FINANCE
CURRENCY EXCHANGE
TAX & TRUST
“Many thanks…for all your advice and assistance during this process. We have been delighted with your counsel and will undoubtedly recommend you to any of our English or French speaking colleagues who would like to avail themselves of a similar service!” Huw M
“A goal without a plan is just a wish”
