Page 7 - Maerki Baumann & Co. AG | Journal

Many entrepreneurs are so deeply involved in growing their business that they lose sight of their private finances. In its Entrepreneur Bank- ing department, the private bank Maerki Bau- mann offers business owners the opportunity to intelligently link and structure their business, pension and private assets. Adjusting the right levers within their overall asset structure can help entrepreneurs to secure the future of both their business and their family.
The service is aimed at founders, business own- ers and family entrepreneurs who are looking to align their assets sustainably with tailored financial solutions – and who are often faced with fundamental questions such as: are my as- sets optimally structured – both business and private? How can I ensure long-term financial security for my family? Am I making full use of all available tax optimisation options? What does my personal succession and retirement planning look like? Can my assets work even more effi- ciently for me?
The solutions developed by the Entrepreneur Banking team under the stewardship of Sascha Näf go far beyond traditional private banking.
“Our job is to provide transparency with respect to the individual assets and, from that, to de- velop solutions and strategies tailored to the client’s personal goals and risk tolerance”, says Sascha Näf, who possesses many years of expe- rience in the area of asset and financial planning. Such advisory services necessitate not only sound expertise in various relevant financial topics, but also psychological intuition.
Our Entrepreneur Banking department places a strong focus on financial planning, be it through the optimisation of pension capital, succession planning or preparing for a potential business sale. The objective of the asset strategy is to free up money and energy, thus laying the foun- dations for lasting success – both for the busi- ness and future generations. One example of the
innovative solutions offered by Maerki Baumann is the 1e pension solution: clients benefit from a flexible, return-oriented 1e pension solution, which can also include crypto assets upon request.
What entrepreneurs need
Holistic asset structuring – for comprehen- sive planning and alignment of your business, pension and private assets.
Forward-looking retirement and pension planning – for a stable income after your active business life.
Intelligent tax optimisation – for the optimal coordination of your assets, making use of all relevant tax advantages.
Comprehensive start-up support – to launch your business successfully and minimise risks.
Individual succession planning – for ear- ly-stage planning and a strategic handover or sale of your business.
Flexible 1e pension solution – for a re- turn-oriented investment of your pension assets with a high degree of self-determination.
How can we support you? Find out more in a personal consultation. We look forward to hearing from you.
Sascha Näf
Head Entrepreneur Banking Maerki Baumann & Co. AG
Entrepreneur Banking
7