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Advice on matrimonial regimes

Financial advice to strengthen your union

Marriage is a deep commitment that carries significant financial and tax implications. We help you make informed and judicious choices, taking into account all the matrimonial regimes available in Switzerland. We guide you in selecting the plan best suited to your situation, ensuring optimal protection of your personal and family interests.

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Build a future
two solid

Our advisors guide you through complex financial and tax decisions, ensuring every aspect of your married life is carefully planned and protected.

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Strategic choice of matrimonial regime

Advice on choosing a matrimonial regime adapted to your specific needs, maximizing the protection of your property and interests.

Tax and financial optimization

Tax and financial planning to minimize the impacts and maximize the benefits of your matrimonial regime.

Estate and retirement planning

Strategies for integrating your matrimonial regime into your estate and retirement planning, ensuring future security.

Our areas of activity

Tailor-made advice for your union

Cohabitation contract advice

Assistance in drafting cohabitation contracts, ensuring clear understanding and agreement on the financial and property aspects of your union.

Choice of matrimonial regime

Advice on choosing the matrimonial regime best suited to your situation, taking into account your personal and financial objectives.

Writing wills

Assistance in preparing wills that reflect your wishes and those of your partner, ensuring balanced estate planning.

Couple tax planning

Tax strategies adapted to your union, to optimize your tax situation as a married couple.

Mandate due to incapacity

Establishment of mandates in the event of incapacity, ensuring the protection and management of the couple's interests in the event of unforeseen circumstances.

Marriage & inheritance contract

Advice on the interrelationship between your marriage contract and inheritance arrangements, for complete consistency and protection.

Heritage Protection Council

Strategies to jointly protect and manage the couple's assets, including real estate and investments.

Couples retirement planning

Financial planning specific for couples, aligning your individual and joint retirement goals for future financial security.

Solidify the foundations of your union

By choosing our support for your wedding, you are laying solid financial foundations for your life together. We help you establish tailor-made tax and wealth planning, specifically adapted to your needs and objectives as a couple. Our expertise aims to strengthen your union through coherent financial management and mutual protection.

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Protect your marriage from financial pitfalls

Our role is to enlighten and guide you to avoid the potential financial pitfalls linked to marriage. From understanding matrimonial regimes to balanced management of assets and liabilities, we help you make sound financial decisions.

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Tell us about your project

Our advisors are available and attentive to your project and your issues. Book an appointment to learn more about our services and find out how we can help you.

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