Wealth Pillar: Planning for the transfer and organization of significant wealth can be a daunting task, often evoking feelings of apprehension. At SAWM, we approach this challenge with a boutique perspective and family values, instilling confidence in our clients. You can rely on our internal expertise and external resources to navigate this complex terrain. Through prudent wealth planning, we help you anticipate potential challenges and devise solutions to ensure a fair and seamless distribution when the time comes.

Estate Pillar: Addressing succession matters involves navigating a landscape that is both important and intricate, blending emotions with rational decision-making. The bond between a banker and their client is often shaped by discussions surrounding this crucial topic. Sometimes extending beyond financial considerations, the personal insights and “friendly” advice of the banker complement the guidance of specialists. SAWM stands beside you every step of the way – before, during, and after this significant transition.

Tax Pillar: SAWM collaborates with a network of external representatives specializing in Swiss and international tax matters. These experts provide invaluable insights into your tax obligations, both domestically and internationally, ensuring that your overall wealth management strategy is built on a foundation of efficient tax planning. This tailored approach enables us to assess the tax implications of various transactions, whether it involves investments, asset acquisitions, or changes in residency, empowering you to make informed decisions.roughout the process.