Our mission:
Transforming personal finance.
We are a team of financial engineers, consultants, and analysts dedicated to bringing clarity and honesty to wealth management in Switzerland.
The spark: Building a compass for your finances.
The idea for My Tangram was born from the frustration shared by our founders regarding the opacity and conflicts of interest that still dominate traditional financial consulting.
Our observation is simple: too often, clients receive recommendations based on commissions rather than clarity.
We decided to build a solution based on total transparency, objective financial engineering, and independence.
Today, it is this conviction that unites our teams, whether in the back office or in client support.
Financial Modeling
Our wealth engineers ⚙️: We build robust financial models to anticipate the evolution of your wealth. Each strategy is modeled with precision to ensure reliable and honest projections.
Pension & Law
Our Swiss law specialists ⚖️: From pension planning (2nd and 3rd pillars) to tax implications, our experts ensure your wealth is optimally structured, regardless of your residency status (arrival, relocation, or departure).
Tailored Support
Our certified advisors 🤝: We personally guide you through all your major financial choices. We translate engineering and law into clear decisions, without conflicts of interest.
My Tangram in a few key figures
Cumulative years of professional expertise
Honest Assessments completed
%
Independent
Sole commitment: Your financial clarity
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