Six situations, not six products
These pages are about your position rather than our work. If one of them describes where you are, start there: it says what people in that situation actually ask, what genuinely makes it difficult, and which piece of our work bears on it. If none of them fits, the first call is still free and we will tell you honestly whether MB Financial Advisory is the right firm.
- 01
Expats in Switzerland
Pillar 2 and 3a nobody has ever explained, and money in two countries at once.
What is actually in my pillar 2, and what happens to it if I leave?
- 02
Executives
RSUs, options, and one employer carrying your salary and your savings at once.
How much of my net worth is actually in my employer, counting salary?
- 03
Entrepreneurs
A company that is most of your balance sheet, and very little outside it.
How much should I be taking out, and in what form?
- 04
Approaching retirement
Capital that has to stop growing quietly and start paying you.
Lump sum or annuity, and can I take part of each?
- 05
Leaving Switzerland
Vested benefits, 3a and an exit that is easier to get right before the moving van.
What happens to my pillar 2 when I deregister?
- 06
After a life change
Divorce, inheritance, a sale, a death. Money arriving at the worst possible moment.
Do I have to decide anything right now?
More than one of these is normal.
An expat executive approaching retirement is one person, not three. The pages overlap because lives do; take whichever describes the part you want dealt with first.