Transparent AND INDEPENDENT
Wealth Office subscription
Good resolution: Take the first step towards your own Wealth Office.
This year, you will once again receive proposals from your banks and asset managers. With a Wealth Office, you will make better decisions.
Test us out with a Wealth Office subscription for CHF 550 per year.
Wealth Office subscription
- Your personal Wealth Officer introduces her-/himself
- 2 hours of consultation included
- You will receive tips & tricks for dealing with banks 10% discount on additional consultation hours