Your future. Carefully planned.

Whether transferring real estate during your lifetime within the family, estate planning or pension planning - a pension solution requires more than a single document. With Gewerbe-Treuhand, you receive all services under one roof, from the clarification of your needs to the implementation of the necessary measures: legal, tax, financial and individually tailored to you. Our experts provide you with personal, forward-looking and holistic support - so that you can look to the future with confidence.

Making provisions today means creating clarity for tomorrow.

Act early. Look to the future with confidence.
Those who plan today live and enjoy a more relaxed life: today, tomorrow and the day after tomorrow. Whether you want to pass on your Real Estate in the family, prepare for your retirement or clarify your estate planning - we will help you take the right steps.

• Transferring property within the family during your lifetime
  Gift, sale, usufruct - what makes legal and tax sense?
• Estate planning and wills
  Compulsory portions, inheritance contracts, wills - how can family peace be preserved?
• Pension planning and financial provision
  How much income will I have left after retirement? How do I optimize my pension provision?
• Advance care directive and living will
  Who makes decisions for me if I can no longer do so, e.g. after a serious illness or accident?
• Senior Consultants from a single source
  Our fiduciary, legal, tax and Real Estate experts will work with you to develop a solution that suits your life situation.

1. non-binding initial consultation
2. analysis of your individual situation
3. customized recommendations
4. implementation with legal, pension, tax and Real Estate specialists
5. ongoing support if required

Let's plan your future together. Arrange a non-binding initial consultation at one of our locations.
+41 41 972 56 00
vorsorge@gewerbe-treuhand.ch
gewerbe-treuhand.ch/pensions

Your advantages with Gewerbe-Treuhand

• Many years of experience in pensions, Real Estate, taxes and law
• Personal support - not a chatbot, but people with understanding
• Regionally anchored - networked throughout Switzerland