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. Arrange a consultation 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. Read more Show less Individual strategies: development of tailored strategies that take account of your personal life goalsHolistic planning: integration of your business and personal wealth into an all-encompassing financial planEffective asset protection: safeguarding of your assets against liability risks and creditors through legally secure structures 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. Read more Show less Secure pension: ensure a stable income with our tailored pension strategiesOptimised retirement for high earners: benefit from tax-optimised pension solutions with individual investment strategiesFlexible pension fund solutions: customise your occupational pension to meet your specific needs, including voluntary buy-ins for 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. Read more Show less Optimise your tax burden: reduce your overall tax burden through smart income and asset planningCapital gains tax strategies: enhance your investment returnsInheritance and succession: get tax advice on the impact of personal asset transfers and business succession planning 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. Read more Show less Separation of business and personal assets: minimise risks and establish clear ownership structures by founding a corporationChoosing the right pension solution: receive guidance on choosing an appropriate pension plan for your employeesRemuneration of management staff: draw on our in-depth knowledge of employee participation plans and their tax implications Forward-thinking succession planning Tailored succession solution: early planning gives your company stability and ensures a tax-optimised handover. Read more Show less Provision for the unexpected: make timely arrangements for unexpected eventsBusiness succession: plan the transfer of your company to the next generation or external buyersInheritance planning: transfer assets to your heirs in a tax-optimised fashion The flexible 1e pension planYour tailored solution: a 1e pension plan allows entrepreneurs and senior management figures to decide for themselves how their pension assets are invested.Find out more 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. Remote video URL 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. Arrange a consultation Sascha Näf Head Entrepreneur Banking Member of Senior Management E-Mail +41 44 286 25 61 Reinhard Rutz Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 60 Marcel Spalinger Head Tech Banking Member of Senior Management E-Mail +41 44 286 25 25