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Wealth management

Wealth assessment

Would you like to review your financial situation without the lengthy and time-consuming process? Then, a wealth assessment is what you need! A seasoned expert, just a few facts and figures, and that's it!
hero bilan patrimonial
hero bilan patrimonial
hero bilan patrimonial
hero bilan patrimonial
Piguet Galland & vous.

Assess your financial and tax situation

A wealth assessment gives you a better understanding of your asset situation to make informed decisions to achieve your goals. We will review your overall financial and non-financial assets based on a simple meeting. We'll discuss all the issues you must consider to fulfil your plans and suggest ways to improve your situation.

Together, we draw up a plan of action with precise recommendations.

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Your projects

  • How viable is my project?
  • What resources are available to me?
  • How can I structure my assets to bring my plans to life?

Wealth assessment explained in 1 minute

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A holistic approach

3 levers to optimise your assets

To bring your assets into harmony with your projects, we use 3 main optimisation levers.

  • Property 1=Pie chart

    Pension

    Fill pension gaps to save tax.

  • Property 1=report

    Loans

    Calculate the optimum level of debt to reduce tax impact.

  • Property 1=Growth

    Taxes

    Define your marginal tax rate to plan your strategy.

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A personalised wealth assessment to optimise your tax situation

  • Property 1=Risk assessment

    01.

    Determine how taxes affect your budget.

  • Property 1=Investissements

    02.

    Analyse the structure of your savings and investments.

  • Property 1=Search doc

    03.

    Identify all the levers you can use to keep control of your taxes.

  • Property 1=Instant 2

    04.

    Obtain personalised recommendations to reduce your taxes.

By assessing your assets, you'll get a clear, straightforward overview of your financial situation.

Your budget


Whether you are in a position to save or in a position to spend, your budget is the starting point for establishing your project feasibility.

The structure of your investments

We don't limit ourselves to managing financial assets alone but also consider the complete inventory of your wealth because our expertise covers all your assets.

The state of your pension provision

Analyse your occupational and private pension to optimise it, protect your family and ensure a worry-free retirement.

Ways to optimise your tax situation

Controlling your tax situation will help you achieve your goals.

Your personal and real estate assets


Determine the right level of debt for the medium and long term, and manage your assets to fulfil your plans.

Des pistes d'optimisation fiscale

Maîtriser votre fiscalité vous permettra d’aller au bout de vos projets.

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

    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Management mandates

    • Advisory mandates

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

Contact us

Get in touch
A unique blend

A life project is not something you share with just anyone.

Dedicated experts in every field.

  • Private banking

    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.

  • Private banking

    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.

  • Private banking

    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.

webinar_events

Webinars & events

  • Webinar replay

    Strategy & Market Update, 1st Quarter 2026

  • Webinar replay

    Strategy & Market Update, 4th Quarter 2025

  • Webinar replay

    Strategy & Market Update, 3rd Quarter 2025

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Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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