Taxes
Tax advice
A private bank, a trusted partner for your tax affairs
Our advisor will ask you a series of questions during your wealth assessment to gain a comprehensive understanding of your financial situation. We'll delve into your family background, the structure of your assets, and the tax arrangements that apply to you. We aim to fully grasp your unique circumstances, enabling us to provide you with an accurate diagnosis and perfectly tailored solutions. Your transparency is crucial to this process. That's why our initial message is simple: we are your trusted partner.
Complete Confidentiality guaranteed
Your confidentiality is paramount. At Piguet Galland, we comply strictly with Swiss banking confidentiality standards. Your information remains secure and private.
Take control of your tax affairs
Optimise your tax situation. Contact us today to find out how our tailor-made solutions can benefit your wealth and your financial future.
Your benefits at a glance
Discover peace of mind with our private bank, where expert tax advice is available every step of the way to help optimize your financial situation.
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Maximising tax benefits
We identify the best strategies for preserving your assets.
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Customised analysis
Your situation is unique. Our in-depth analysis is tailored to your circumstances so we can make precise recommendations.
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Complying with regulations
Our expertise ensures you make the most of all tax opportunities within the legal limits.
3 levers to optimise your assets
To bring your assets into harmony with your plans, we use 3 main optimisation levers.
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Pension
Fill pension gaps to save tax.
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Credits
Calculate the optimum level of debt to reduce taxes.
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Taxes
Define your marginal tax rate to plan your strategy.
A personalised wealth assessment will help you optimise your tax situation.
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01.
Determine the taxes that weigh on your budget.
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02.
Analyse the structure of your savings and investments.
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03.
Identify all the levers you can utilise to control your tax bill.
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04.
Personalised recommendations to reduce your tax burden.
Wealth assessment
A wealth assessment gives you a better understand of your assets to make informed decisions and achieve your goals.
Our approach
Personalised listening
We start by listening to you. Your goals guide our tax strategy.
In-depth analysis
Our experts examine every detail to develop perfectly tailored solutions.
Tailor-made strategies
We design strategies that meet your specific, long‑term needs.
Precise implementation
Our team will guide you every step of the way, from planning to implementation.
What's your life plan?
Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.
- Choose my life project...
- Portfolio management
- Taxes
- Legacy
- Property project
- Marriage and cohabitation
- Divorce
- My career and my pension
- Retirement
- Estate
- Family
- Entrepreneurship
Contact us
A life project is not something you share with just anyone.
Dedicated experts in every field.
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Investment
- Portfolio management
- Taxation
From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
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Wealth & Pension
advice- cohabitation or marriage
- Divorce
- Family
- Careers and pensions
- inheritance & succession
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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Financing
- Real estate projects
- Mortgage loan
- Lombard Loan
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.