Finding the right Swiss specialists.
Vision Goal helps clients clarify their objectives, identify relevant Swiss specialists and arrange considered introductions. Any regulated financial, investment, tax, legal, insurance or pension advice is provided directly by the selected specialist under its own authorisations and professional responsibilities.
Who this is for.
01
Entrepreneurs and business owners
Founders and owners whose personal and business finances have become entangled, and who want to understand which Swiss specialists are relevant before committing to anyone.
02
Families and individuals considering Swiss providers
Families and individuals weighing a Swiss banking, wealth or fiduciary relationship, who would rather start from an informed shortlist than an open search.
03
International professionals with cross-border needs
Professionals living, earning or holding assets across more than one jurisdiction, where tax, pension, succession and residence questions interact.
How it works. Five steps.
- 01
Understand your objectives
A confidential, no-fee conversation to understand your situation, your objectives and the questions that actually need answering — before any names are discussed.
- 02
Prepare a considered shortlist
A shortlist of relevant Swiss specialists, chosen against the objectives you have described, with a short written rationale for why each one appears on it.
- 03
Recommend who appears most suitable
An indication of which providers appear most suitable for your stated needs, and why. This is a view on fit and relevance — not advice on any financial product.
- 04
Arrange and attend introductions
Introductory meetings arranged with the specialists you want to meet. Vision Goal attends so the context you have already shared does not have to be explained again.
- 05
Support the follow-up
Support through the follow-up process while you decide. Any engagement you enter into is contracted directly with the provider you choose.
The specialists a shortlist may include.
Which of these is relevant depends entirely on what you are trying to achieve. Some enquiries need one; others need several working together.
01
Private banks
02
External asset managers
03
Family offices and fiduciaries
04
Tax, legal and succession specialists
05
Insurance and pension specialists
How the engagement works.
- Initial call
- No fee · confidential
- Curated shortlist
- A small number of named specialists · a short written rationale for each
- Introduction
- A single considered introduction, made warmly
- Fees
- Agreed directly and disclosed upfront, before any work begins
- Suitability
- No published minimum — each enquiry is assessed individually
- Response time
- I normally respond within 48 hours.
What we do, and what we don’t.
No commission, no rebates
Vision Goal does not accept retrocessions, finder’s fees, or rebates from the specialists it introduces. Any fee is agreed with you directly and disclosed upfront, so the shortlist reflects fit rather than what pays best.
Discretion as default
Conversations are confidential and client names are never published. Your details are shared with a specialist only once you have asked for that introduction.
Every enquiry assessed individually
There is no published minimum. Each enquiry, and whether Vision Goal is the right starting point for it, is assessed individually — and we will say so when it is not.
The Private Office is a curatorial introduction service. Vision Goal helps clients clarify their objectives, identify relevant Swiss specialists and arrange considered introductions. It is not asset management, investment advice, tax, legal, insurance or pension advice, and Vision Goal GmbH does not act as a financial intermediary on behalf of clients. Any regulated advice, suitability assessment concerning a specific financial product, product recommendation, contracting and execution remains with the selected external provider under its own authorisations and professional responsibilities.