This E-Book was born from a simple observation: in Switzerland, wealth management is often reserved for a few insiders.

Traditional institutions communicate little.

The products are numerous, but rarely explained or are inaccessible.

And comprehensive support, genuinely aligned with your interests, remains difficult to find.

This book is aimed at all those who wish to understand the essential levers to structure, protect, and evolve their wealth in Switzerland. It becomes your digital compass for wealth accessible at any time from your smartphone.

You will discover how to sustainably reduce your tax burden, protect your loved ones from life's uncertainties, effectively structure the transfer of your wealth, and preserve the real value of your assets against inflation, using concrete wealth levers.

This guide does not offer a standardized solution.

It provides you with the fundamentals to make coherent, sustainable decisions tailored to your situation while keeping a focus on your goals.