Ulrich Educational Consulting Expands Services: Helping You Plan for Education, Wealth and Beyond
At Ulrich Educational Consulting, we’ve always believed that school decisions are more than academic. They are personal, practical, and often tied to much larger questions: Where should we live? How do we balance opportunity with cost? What kind of future are we planning for?
In recent months, these questions have come into even sharper focus. As we worked with families navigating the Swiss school system — it became clear that what many families needed was not just educational advice, but a place where school, location, and financial decisions could be seen as part of the same conversation.
This is the next chapter in our work: a more holistic approach that brings clarity to your family’s long-term planning. Because when you have structure, independence, and the right questions — you gain more than just answers.
What We’ve Learned Through Listening
Over the past months, we have had the privilege of working closely with families from a wide range of backgrounds – from newly relocated international professionals to long-term residents navigating the next chapter of their family life in Switzerland. And again and again, the same pattern has emerged: conversations that begin with school-related questions very quickly expand to broader, more fundamental themes.
How can we structure our finances to confidently plan for bilingual private schooling or future university tuition?
Is it financially wiser to live closer to school, or further away with more flexibility and space?
What impact do our schooling choices have on long-term savings, pension contributions, or property decisions within Switzerland?
How do we balance educational priorities with tax planning, cost of living, and family lifestyle goals?
How can we build financial structures that give our children opportunity – while protecting our own future?
These are not just side questions. They are essential.
And they have led us to recognise that truly supporting families in Switzerland means looking beyond curriculum and school selection – and into the broader financial and strategic frameworks that shape everyday decisions. In our work with families, one thing has become increasingly clear: educational planning does not happen in a vacuum. School decisions often touch on questions of housing, budgeting, career timing, and long-term family goals – especially in a country as structured and multi-layered as Switzerland.
Rather than referring families elsewhere, we decided to respond with what they truly needed:
one place for clear, independent guidance – not only for navigating school systems, but for understanding how educational, financial, and life decisions fit together.
This step felt less like a change of direction and more like a completion of the work we had already begun.
What This Looks Like in Practice
Families often come to us with a specific question — how to choose the right school, how to prepare for the Gymnasium exam, or how to compare bilingual options. But as we explore those questions together, new ones arise: What does this choice mean for our long-term budget? Should we reconsider where we live? Is it the right time to invest in private education, or would another path serve us just as well?
With our expanded service, we can now guide families through these overlapping questions with greater clarity. As part of our collaboration with ZWEI Wealth, we offer independent financial orientation — focused not on selling products, but on helping families structure their thinking, priorities, and long-term plans.
For some, this means developing a clear financial overview that supports their child’s schooling over time. For others, it means aligning location decisions with educational goals, or simply gaining confidence in the trade-offs that every family inevitably faces.
We do not promise simple answers. But we help you ask the right questions — and make decisions that are both informed and grounded in what matters most to you.
Planning Wealth the Way Families Actually Live
Because financial clarity should reflect your real life – not someone else’s product plan.
Let’s align your education and financial goals with structure, not complexity.
How the Wealth Office Works: Plan – Find – Control
The ZWEI Wealth approach to financial and investment guidance follows a clear, structured method designed to give families clarity, confidence, and full independence in managing their assets.
Plan
Every family is different — and so is every financial plan. The first step is to define your goals, values, and constraints. Together, we develop a tailored investment strategy based on your liquidity needs, risk capacity, family priorities, and long-term objectives. This plan forms the foundation for future decisions and ensures that your investment approach truly reflects your reality, not a standard bank risk profile.
Find
Once your strategy is clear, we help you find the best solutions — including banks and asset managers that truly fit your needs. We use objective benchmarks and comparisons to identify the most competent providers, based on their real performance and pricing — not just branding or sales claims. The difference between a good and a poor provider can amount to hundreds of thousands of francs over time, so this step matters.
Control
A solid plan and good providers are not enough unless they are regularly reviewed. That is why we implement systematic monitoring: we track performance, risk levels, and costs on an ongoing basis. This allows us to identify problems early, renegotiate fees where needed, and adjust the strategy when life circumstances or markets shift. Families stay in control — with full transparency and without relying blindly on any single bank or product provider.
This structure gives our clients the freedom to make informed decisions while remaining agile and protected — no matter how complex their financial lives may be.
For more information on how we can support your family, visit our website or contact us directly to schedule a consultation.
Let Ulrich Educational Consulting be your partner in educational and financial success.
Did You Know?
According to the Swiss Asset Management Study 2025, transparency, independence, and personalisation are among the fastest-growing priorities for private clients — especially in the upper wealth segments.
And yet, many families still make investment decisions without access to a structured, objective process that truly reflects their life situation.
Contact us at Ulrich Educational Consulting!