Private clients

Private client consulting

As a private person, you are confronted with various challenges in all phases of your life. Whether you’re an entrepreneur, an executive or a wealthy private individual, everyone wants customised solutions for planning their asset, tax and legal situation.

As a private person, you not only build up your assets but also want to use, optimise and expand them in order to give your family the necessary security later on. Be it in the optimal structuring of assets, investments at home and abroad or in succession planning, we accompany you at every stage.

Our expertise

As a private customer, you benefit from Balmer-Etienne’s multidisciplinary expertise. We have the expertise for all stages of life and offer you everything from a single source. You can count on our full support even where cross-border issues are concerned.

Regardless of how complex your situation is, we offer you customised, pragmatic solutions, true to our value proposition. Our network of accounting experts, tax advisors, lawyers and financial experts will be happy to support you.

With Balmer-Etienne, you have a trustworthy partner at your side. Contact us to arrange an initial, non-binding consultation. Your challenges are our motivation.