Retirement and pension planning

Retirement planning is and remains one of the core pillars of our life cycle. We would be happy to advise you throughout all stages of your life to help you preserve your wealth over generations.

Income maintenance

Age 30 to 40

The accumulation and protection of income lays the groundwork for your future path in life and allows you to take initial action in the field of pension provision. Let us help you take the first steps!

Asset accumulation

Age 40 to 50

Through our integral approach, we design the appropriate retirement provision structures, tailored to your overall asset situation. You benefit from tax optimisation, individual management retirement provision with no cross-subsidisation and flexible vested benefit accounts with individual investment options.

Pension planning

Age 50 to 65

Retirement and succession planning is tailored to your needs so you have a firm basis for taking decisions in later life.

Smart estate planning

Age 50+

Planning our estate is something we all need to address. We can assist you produce a tailor-made concept and all the associated paperwork, bringing clarity for you and your loved ones.

Asset transfer

Age 65+

We support you in the early transfer of assets that you want optimised for tax purposes, regardless of whether you want to bequeath them, give them away, or put them in a foundation.

PLEASE DO NOT HESITATE TO CONTACT US FOR A CONSULTATION

Marcel Roos

Pension

+41 41 249 80 25

News

General 12.06.2026 Christof Reichmuth

For us, the euro and the dollar are now weak currencies

Christof Reichmuth on government debt, the Swiss franc, and the future of investing

STIFTENS-WERT 29.05.2026 Nicole Brast

The Foundation Board – The Heart of a Successful Foundation

The foundation board is the central governing body, responsible for the strategic direction and the fulfillment of the foundation’s purpose – encompassing everything from organisation to finance.

Investing 28.05.2026

Global Economy: Investment Boom Is Reshaping the Economic Cycle

Despite geopolitical tensions, higher interest rates, and persistent uncertainty, the global economy continues to demonstrate resilience. Leading indicators such as purchasing managers’ indices, alongside stable consumer spending and labor market data, suggest that the global economy is likely to continue expanding in the short term. Above all, we are observing a structural shift in the drivers of growth. Expansionary fiscal programs and elevated corporate investment are supporting economic momentum across many regions of the world.