Wealth Management in Bern
Independent, discretionary wealth management for private clients in Bern and the surrounding region.
As the federal capital, Bern combines a stable economy with a broad base of professionals, public-sector executives and family businesses. Sussland Group serves Bern clients with independent, conflict-free portfolio management and coordinated tax and succession planning — your assets held at the custodian of your choice.
Tax and planning in Bern
Bern’s tax burden sits in the mid-to-upper range among Swiss cantons, so disciplined use of pillar 3a, careful deduction planning and — where it fits your circumstances — a considered review of your canton of residence can make a real difference over time.
Our services for Bern clients
Frequently asked questions
Can you help with succession planning in Bern?
Yes. We help families in Bern organise the transmission of wealth under Swiss law, prepare the necessary legal documents and avoid conflict among heirs.
Do I need to travel to Geneva?
No. We work with clients across Switzerland in person and remotely; many relationships are run largely by video and secure document exchange.
Based in or around Bern? Let’s talk.
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