Finanical planning remains a difficult topic for many families, despite an eagerness to succeed and the awareness of its importance.

Several visuals are made available to support short-term planning (e.g. liquidity), medium-term planning (e.g. household budget) and long-term planning (e.g. retirement):

  1. Liquidity requirements combing :
    - actual cash (bank accounts, securities, credit lines, ...)
    - upcoming needs (mortgages, leasing, commercial credit, ...)
  2. Family budget with net worth evolution and liquidity requirements
  3. Projected revenues from pension funds and social security

Family office planning en

logo swiss label 140

Subscribe to our newsletter