a long-term vision
Your financial planning
Having a long-term vision for your wealth allows you to organise your daily life and secure your future.
As an independent advisory partner, we place your interests at the heart of our priorities. Our expertise and the quality of our service form the foundation of our success.
1
individual pension planning
Each stage of life comes with its own specific needs, often requiring important decisions to be made in advance. To plan your retirement with full understanding and to minimise its impact on your lifestyle, it is essential to rely on a trusted partner who fully understands the workings of the pension system — particularly regarding your state pension (AVS), occupational pension fund, and mortgages.
Don’t wait until you’re 55 to start exploring the various options available to ensure the long-term stability of both your income and your wealth.
2
ESTATE PLANNING ADVICE
Preparing the transfer of your wealth to ensure its continuity
Organising the transmission of your assets or your business is never easy, as it touches on deeply personal and emotional aspects. Leaving a legacy, protecting your loved ones, passing on a part of yourself and your story — whatever your intentions may be, it is advisable to plan your succession early enough to prevent the gradual erosion of your estate over time.
To support you in this more technical area, Telomere Capital and its network of experts will guide you in establishing a bespoke succession plan today, with the goal of protecting both your family and your wealth.
3
MONITORING & REPORTING
Understanding your situation to guide your decisions
In today’s world of hypermobility, monitoring the evolution of your assets—regardless of location or time zone—has become a necessity, whether or not your professional activity requires frequent travel. This service is an integral part of what Telomere Capital offers, providing you with a secure platform through which you can regularly track your financial, fiscal, and administrative situation.
In addition, we provide consolidated reports offering a comprehensive overview of your wealth—both financial and real estate—ensuring you maintain full visibility over your assets at all times. For senior executives, we can also implement stock option plan optimisation solutions to help protect capital that has been earned but is not yet accessible.
Détenteur Licence FINMA (depuis juin 2022)
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