We have considerable expertise in retirement planning, financial planning and tax optimisation. We put this to work for you, analysing your situation from all angles and helping you to prepare for the major milestones in life and to achieve your life goals. Your financial strategy should be constructed with these milestones and goals in mind. We identify solutions that are the best possible fit now and in the foreseeable future.
We are your trusted partner
Your wealth strategy should be driven by what you hope to accomplish in life, such as buying a home, paying for your children’s education, selling your company and retiring. That’s the mind-set we bring to our task of managing your wealth. We do our best to ensure the legal, tax, administrative and financial gears are running smoothly, especially during the key moments of your life.
One of our clients, a high-level manager in a watchmaking group, decided to retire before the age of 60. We alerted her to the fact that she could lose up to 40% of her retirement benefits. To avoid this, we advised her to make voluntary pension fund contributions to make up for any prior years in which she did not fully contribute. Once she did this, she was assured of receiving her full pension once she reached retirement age. She is set to enjoy a fulfilling retirement.
When you retire, your income will drop considerably. Effective retirement planning is therefore the key to maintaining your current standard of living. We will look at the advantages offered by both occupational and private pension plans.
You can look at your wealth as if it were a company, where the goal is to maximise profit by optimising the financial and tax components. From this perspective, we are able to generate high value added for our clients.
If you retire early, you will still be required to pay basic social security contributions until retirement age. If you do not earn any income, your contributions will be based on your assets and any pension income.
The best wealth-planning strategy takes into account all aspects of your existing assets. That’s our approach, and it makes it easier for us to improve the structure of your portfolio, identify investment opportunities and optimise financing, pension and tax arrangements.
Here’s how we can help you to achieve your life goals
L'ECAL de Lausanne, Les Thermes de Vals, Le KKL de Lucerne, La Banque Piguet Galland à Genève, Le Design Basel/Miami, Le Mudac à Lausanne
When you invest, always keep the following rules in mind.
Un prix qui a pour objectif de prouver que développement durable et design peuvent faire bon ménage.
private bankers since 1856
Piguet Galland was created from the merger of two longstanding private banks. As part of BCV Group, we are able to draw on the expertise of a large banking group.
Others life goals
Starting your own business
Creating and growing a successful company takes more than just a great idea. You will also be responsible for the legal, tax and administrative burden of your start-up.Find out more
Moving to Switzerland or another country
We draw on our expertise in international financial, tax and administrative matters in order to design an optimal solution for managing your finances and growing your wealth regardless of where you live.Find out more
Do you want to contribute to the public good? Philanthropy is a way for highly successful people to give something back.Find out more