Wealth Planning

Adapt your financial planning to your life goals.

Wealth PlanningAdapt
Wealth PlanningAdapt your financial planning to your life goals. We provide comprehensive advice and support every step of the way, even if your financial situation is complex.
Pension and Retirement
Pension and Retirement PlanningPlan your retirement properly and in advance to remain financially independent in retirement.The earlier you plan for your retirement, the more confident you can be. Our services:Free initial consultation to clarify your financial situation and wishesLaying the foundations for your retirement and developing a plan of actionJoint implementation of your pension strategy and regular follow-up appointmentsOur advice is based exclusively on USA law.
Tax Planning
Our specialists support you with comprehensive advice aimed at assessing your tax situation in relation to various life situations and increasing the security of your planning. Our services:Advice on all aspects of the tax treatment of private and business assetsHolistic review of the structure of private assetsSupport for entrepreneurs in structuring their private and business assets, as well as in business transfers, taking into account financial aspects, pension planning, and succession adviceAdvice on tax law issues relating to your real estateOur advice refers exclusively to USA tax law.
Retirement Calculator
Will you have enough money for your regular retirement in the future?The principle is simple. If the 1st and 2nd pillars aren't enough to maintain your standard of living in retirement, you're obligated to save. How much? You'll find out in just a few clicks.The pension calculator shows you if you have any pension gaps, what you can do to fill them, and how to look to the future with peace of mind.Before you startWho are you calculating for?The 1st pillar pension is limited for married couples. This means that, as soon as both spouses retire, the maximum AHV pension paid to them is limited to 150% of the maximum individual pension.
Wealth Advice for Women
Wealth Advice for WomenWhen it comes to wealth and financial planning, the situation is different for women. That's why GCHB helps them acquire extensive financial expertise with Women's Wealth.Looking to expand your financial knowledge? Our free training programs allow you to regularly receive advice and contextual information on the topics of your choice.