Beratung Entrepreneure

Success needs balance - we combine your business and private financial goals.

Sascha Näf, Head Entrepreneur Banking

Entrepreneurs

Entrepreneurs: Holistic strategies for your private and business finances

You are an entrepreneur – and a private individual. Are your business objectives and personal goals perfectly aligned? As a family-run bank, we understand the complex financial circumstances encountered by entrepreneurs from our own experience. We take care of the preservation and expansion of your assets – for you and the next generation.

Holistic asset structuring

Holistic asset structuring

Focus on your asset structure: we integrate your business and personal assets into a comprehensive plan and develop tailored strategies that reflect your individual life goals.

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  • Individual strategies: development of tailored strategies that take account of your personal life goals
  • Holistic planning: integration of your business and personal wealth into an all-encompassing financial plan
  • Effective asset protection: safeguarding of your assets against liability risks and creditors through legally secure structures
Future-proof pension and retirement planning

Future-proof pension and retirement planning

Secure your retirement and your family’s future: we develop tailored pension strategies to ensure that you can look forward to a stable income after your active business life.

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  • Secure pension: ensure a stable income with our tailored pension strategies
  • Optimised retirement for high earners: benefit from tax-optimised pension solutions with individual investment strategies
  • Flexible pension fund solutions: customise your occupational pension to meet your specific needs, including voluntary buy-ins for tax optimisation
Smart tax optimisation

Smart tax optimisation

Maximise your tax benefits: in cooperation with our external partners, we advise you on tax issues, capital gains strategies and tax-privileged pension products.

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  • Optimise your tax burden: reduce your overall tax burden through smart income and asset planning
  • Capital gains tax strategies: enhance your investment returns
  • Inheritance and succession: get tax advice on the impact of personal asset transfers and business succession planning
Comprehensive start-up support

Comprehensive start-up support

We are at your side from the start: discover why setting up a joint-stock company (AG) might be a smart move and how we can support you in the process.

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  • Separation of business and personal assets: minimise risks and establish clear ownership structures by founding a corporation
  • Choosing the right pension solution: receive guidance on choosing an appropriate pension plan for your employees
  • Remuneration of management staff: draw on our in-depth knowledge of employee participation plans and their tax implications
Forward-thinking succession planning

Forward-thinking succession planning

Tailored succession solution: early planning gives your company stability and ensures a tax-optimised handover.

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  • Provision for the unexpected: make timely arrangements for unexpected events
  • Business succession: plan the transfer of your company to the next generation or external buyers
  • Inheritance planning: transfer assets to your heirs in a tax-optimised fashion
1e-Vorsorgelösung

The flexible 1e pension plan


Your tailored solution: a 1e pension plan allows entrepreneurs and senior management figures to decide for themselves how their pension assets are invested.

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Entrepreneur Banking: Holistic strategies for your private and business finances

Do you know the feeling that your business is growing but your personal finances are falling by the wayside? Or worrying about how you can protect your hard-earned money in the long term? Sascha Näf, Head of Entrepreneur Banking, explains how we help entrepreneurs to harmonise their business and private finances - for a successful future.

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Get to know us

Asset planning is essential for entrepreneurs. Working closely with experienced advisors who combine tax, legal and financial expertise is crucial. Contact us for a non-binding consultation.

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