BS Management
Modern Tax Advice
Annual support with tax and financial advice, including your tax return, to ensure total clarity on your financial capabilities with optimized income.
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Finalize your BS Analysis to join the BS Management service.
What is wealth management?
Wealth management is the term used in the financial sector to describe the commitment of a dedicated professional who advises you on all your current financial decisions.
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While financial planning helps you organize your finances, wealth management ensures they stay organized.
Why is it important?
Consulting a financial advisor as early as possible builds a robust wealth, lightens your taxes, and protects your loved ones, ensuring wise management of every turn in your life.
Hence, future decisions will be easier with an expert by your side.
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"We found our dream house earlier than expected."
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"I'm getting married this summer, what impact will this have on my taxation?"
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"I've got a new job with better pay, how do I adjust my planning to this new income?"
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"I just received an inheritance, what should I do?"
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"We're divorcing, what are the consequences?"
Annual support for everyday life as well as life's surprises
Entrust us with complex tasks and enjoy the fruits of your investment.
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Lead the life of your dreams by letting us handle the small details. BS Management offers you a human-guided experience, essential for flourishing your financial potential.
By Your Side for Every Question
Whether it's for a new investment or a salary negotiation, a quick response is essential. Fortunately, we are easily reachable. Immediate advice via a call is always within reach, so you can always count on our support.
Experts at Your Service
When your questions fall outside our area of expertise, we connect you with our network of experts - accountants, lawyers, notaries, wealth planners, etc., all chosen for their skills. They have consistently proven their worth to our clients.
Your BS Analysis Evolves With You
Life doesn't stand still, and neither do your financial goals. That's why we include annual updates to adjust your planning to the new developments in your life, whether it's a promotion, expanding your family, or getting married. We adapt your analysis so that nothing is left to chance.
With the BS Analysis, we define your goals. With the BS Management service, we help you achieve them.
BS Management vs Traditional Wealth Management
At Boillat & Signoretti Consulting, we transform wealth management to align with modern and individual needs, unlike the practices of traditional managers.
Boillat & Signoretti Consulting Advantages:
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No Minimum Assets: Open to everyone, not just the wealthy.
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Fixed rate: precisely adjusted to your financial situation, starting from 250 CHF/year, ensuring clarity and no surprises.
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Extensive Expertise: Expert advice in multiple legal and financial areas*
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Continuous Support: Year-round assistance for growth and protection of your assets.
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Customized Objectives: Focus on your medium-term goals with annual adjustments to your plan.
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*Legal and financial areas: Insurance, estate planning, taxation, mortgages, matrimonial law, small business law, real estate law
Traditional Wealth Managers:
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Minimum Assets Required: A barrier for smaller portfolios.
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Variable Fees: 1 to 3% on gains, costly and less transparent.
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Limited Advice: Less access to diverse specialists.
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Less Flexible: Little encouragement for medium-term objectives.