Wealth planning
At Bonhôte Bank, we believe that every client is UNIQUE.
The aim of wealth planning at Banque Bonhôte is to advise you on how to grow, protect, and pass on your wealth in an optimal manner.
While each solution we provide is UNIQUE, we all face stages in our lives when wealth planning proves useful.
We listen to your expectations in order to build a tailored solution that precisely meets your needs.
Contact us
Convinced that every relationship is UNIQUE, we carefully craft individualised solutions.
We invite you to schedule an appointment with our experts using the form below.
Our services
Analysis of tax exposure relating to companies and business owners
If you are a business owner, we can optimise the tax implications arising from your connection to the business when buying, selling or passing it on to family members. We also consider governance arrangements and plan ahead for income streams such as salaries and dividends.
Analysis of tax exposure and property transaction optimisation
We are equally attentive to property transactions, including viager sales and direct or indirect property investments.
Analysis and optimisation of pension arrangements
We analyse your accrued pension assets and suggest ways of optimising your pension from tax and regulatory standpoints.
Advice on retirement planning
Depending on your personal circumstances (marital status, tax residence and occupation), we can project your financial capacity at the time of retirement by using different scenarios, including whether you plan to take a regular pension or cash it in.
Wealth protection and estate planning
We provide solutions for estate planning and protecting family assets by setting up testamentary provisions or other arrangements where necessary, including charitable foundations.
Asset protection in the event of incapacity
We can help you make and register a lasting power of attorney.
Our customised solution
Independent, seasoned advice
Our long-standing experience in wealth advisory enables us to help you efficiently and work exclusively in your interests.
Your one-stop partner for tax and wealth planning
We work together with you to safeguard your wealth and improve your tax efficiency throughout your lifetime.
Long-term planning for the whole family
We look after your assets for the long term, including planning for successions.
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We regularly publish several publications, including a weekly “Flash bouriser,” a quarterly “Analyse,” and “Market Outlook.”
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Your questions
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Private clients
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Advisory mandate
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
