Every asset and entity consolidated — holdings, civil companies, trusts, foreign accounts. Tax and estate planning simulated in the same place: the impact of a decision in seconds, not across three meetings.
Civil companies, holdings, trusts, joint ownership, split ownership: every asset tied to its holder, its share and its jurisdiction. Full ownership and bare ownership kept apart — the way a notary does it, not the way a spreadsheet does.
Wealth tax, flat tax, rental income, transfer duties: the taxable base is computed where your assets live. The estate assistant guides you through four steps and documents the plan you keep, bilateral treaty included.
Company sale, expatriation, gift: measure the wealth and tax effect of a decision before you take it. Two scenarios, the same asset base, the gap in figures.
The decisions of a lifetime are prepared once. They deserve to be seen whole.
Transfer · expatriation · sale — three moments, one single database.
Billed annually. Assisted migration from Excel included from Wealth upwards.
no credit card
that is €468 / year · unlimited assets
from €490 / month
Wealth is steered, not displayed. Isolated encrypted workspace, privacy mode to hide every amount with one shortcut, no data resold or used to train models.
Privacy mode — amounts hidden instantly, on web and mobile.
Datacenters in Zurich and Geneva, FADP and GDPR, no data leaves Switzerland.
Encrypted at rest and in transit, keys rotated.
Every amount sourced, every action timestamped.
Exportable at any time, deleted within 30 days.
Create your workspace in minutes — 15 assets free, no credit card.
