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B&F Partner

We are committed to help you achieve your financial goals

 

Unsere Leidenschaft gilt Ihren Finanzen

Unsere Dienstleistungen auf einen Blick

Taxes2

Steuererklärung & -planung

National/International

Pensionsplanung

Planung und Beratung der Pension (inkl. Pensionskasse)

Waage
Globe

Expatriate Service

Ganzheitliche Betreuung von Auslandsaufenthalten

Erbrecht / Güterrecht

Beratung zu Vorsorgeaufträgen &  Absicherung Kontenvollmacht bei Sterbefällen

Fist
Coins

Vermögensaufbau & -planung

Mittel-/langfristige Investmentplanung & Budgetplanung

Eigenheimplanung

Hypotheken & Parallele Absicherung

Haus
Contract

Nachlassplanung

Vorausschauende & ganzheitliche Planung des eigenen Erbes

Take Your Finances to the Next Level


Our goal is to empower you to create a budget that fits your lifestyle, save for what matters most and invest with confidence. A skilled financial advisor/planner is essential to building and maintaining financial stability. We provide tailored financial plans designed to help you achieve lasting financial well-being.

Our passion is your finances.

Tax
planning

Comprehensive tax strategies and assistance with filing to optimize your financial outcomes.

Expatriate services

Tailored financial solutions for expatriates to manage cross-border complexities with ease.

Pension planning

Strategic pension plans to secure your retirement and achieve financial independence.

Home
planning

Guidance and planning to help you invest in and secure your ideal home.

Wealth
solutions

Expert advice to build, manage and grow your wealth through personalized investment strategies. 

Estate
planning

Efficient estate planning to ensure a smooth transfer of assets and minimize legal complexities.

Education
& Training

Financial education and training services to empower you with knowledge in managing your finances.

“The employees of B&F Partner GmbH have a very friendly, positive way of giving advice. (bank loans, house financing, insurance, taxes, etc.) When making decisions, they support us competently, objectively, attentively but also very critically.”
C.G. from Basel