Corporate engineering
The salary-versus-dividend decision, tailored executive pensions (LPP) and treasury management.
From the company to your private life, optimise every bridge.
Every business decision lands directly on your private affairs. We bring the management of your company and of your personal wealth under one strategy.
Business
Personal
Two estates,one global view.
The company on one side, your private life on the other: every financial decision touches both. United in one plan, the two reinforce each other.
Business assets
Company valuation, treasury management and holding structure.
Private assets
Personal savings, property holdings and investment portfolios.
Executive pensions
Bel-Etage / executive plans, LPP buy-backs and family protection.
Engineering & Tax
The salary-versus-dividend decision, overall tax and succession.
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RidgeRock
RidgeRockOne strategy
Remuneration, pensions and your exit thought through as a whole.
Company and private life.Steered together, for maximum effect.
Business and private in synergy
Your business choices and your personal objectives are weighed coherently by your dedicated adviser.
Pensions & protection
Your executive retirement optimised (2nd/3rd pillars) and cover put in place for the people close to you.
Sale & succession
Your exit anticipated and structured to maximise the net value passed on.
Our method for company owners
1.
Global audit & mapping
An in-depth review of how your company is structured and of your personal wealth as a whole.
2.
Engineering & structuring
Your tax position aligned, the salary-versus-dividend flows decided and executive pensions optimised.
3.
Succession & stewardship
The sale or transfer of the business prepared, with long-term follow-up by your private adviser.
What we bring to your wealth
One dedicated manager coordinates the company and the private side, reachable at any time.
Private wealth & pensions
Your retirement as a company owner modelled, your personal assets put to work and your family protected.
Sale & succession
Tax and wealth structuring prepared early, so the sale or the handover succeeds.
One private adviser
A senior private adviser bridges your company and your private life, available at any time.
Framed like a bank, beside you like a partner.
Regulated by FINMA
We are subject to the same rules as banks and supervised by the Swiss financial market authority.
Your assets at major custodians
We open your account at UBS or another major bank, in our offices. Your money stays in your name, at the custodian.
A 10-year track record
A strategy proven over more than ten years, through rising and falling markets alike.
Vos conseillers.
Antoine Ducroux
Managing Partner
9 years in investment and banking
Arthur Silvestre
Managing Partner
10 years in wealth management and strategic advisory
Valentin Foucard
Partner
5 years guiding clients through their wealth journey
Giacomo Esquerré
Partner
10 years of expertise in digital, client experience and communication
What they say our clients.
5.0Google Reviews
3 reviews
Excellent experience with RidgeRock, I greatly appreciated the availability of the teams and the time that was given to me. Moreover, their wise advice effectively guided me in my projects. I highly recommend!
66 reviews
RidgeRock is different from any other financial service I’ve dealt with. Their team is approachable, down-to-earth, and always honest. They took the time to explain every step of my mortgage in a way that made sense, and I never felt rushed or pressured, just supported.
4 reviews
Arriving in Switzerland is not always simple, but thanks to the support of Antoine Ducroux, everything has become clear and smooth. His professionalism, responsiveness, and listening ability are remarkable. Beyond the administrative and financial aspects, it is a true human experience: Antoine takes the time to understand, explain, and guide at every step. It's rare to find such a level of commitment and seriousness. I recommend without the slightest hesitation!
1 review
A great experience with Ridgerock! Thanks to Arthur for being available, clear in his explanations, and especially for the very good advice. I recommend without hesitation!
4 reviews
Delighted with the advice and information received from Valentin and Antoine. Everything was explained so well. I have a very good understanding of the procedures to follow in Switzerland and my support as a freelancer. I will recommend.
10 reviews
A professional and attentive team that offers high-quality strategic advice. I highly recommend
11 reviews
I am very satisfied with the support received from RidgeRock Partners. The team is young, motivated, and dedicated, and this is reflected in the quality of the service. Thanks to Valentin, who took the time to understand my profile and was able to offer me the best savings solutions tailored to my needs. Serious, available, and professional: I highly recommend using their advice!
1 review
Serious team attentive to financial needs. Very good advice and investments. I recommend.
41 reviews
I recommend RidgeRock Partners for their proven skills, sound advice, and flexibility.
Wealth Checkup Offered.
A complete review of your wealth, offered. The document is yours to keep, whatever you decide next.
Questions?
We look at the business owner as a whole. The company and your private wealth are steered together, by the same point of contact, with an overall view rather than isolated decisions.
What might interest you…
Past performance is no guarantee of future results. Every investment carries risk, including the partial or total loss of the invested capital. RidgeRock Partners Sarl does not provide tax or legal advice.