Your estate planning starts with a wealth assessment for a clearer picture of your personal finances.
Informed estate planning starts by drawing up an estate balance sheet. This balance sheet provides a complete picture of your personal finances, encompassing your assets, liabilities, investments and commitments. By creating this solid foundation, we can design a personalised inheritance strategy.
Because life isn't all plain sailing
When your situation changes - whether it's because of a divorce, a new relationship, buying a property or a newborn baby - our wealth advisers will guide you. Your balance sheet and asset list need to be revised to reflect these changes, and that's where our expertise comes in. This approach ensures that your plan remains in perfect harmony with your current situation and allows your loved ones to carry themselves confidently when necessary.
Preserve family harmony
At the heart of our estate planning approach lies the desire to preserve harmony within your family. Transitional periods such as inheritance can sometimes give rise to disagreement and conflict. That's why our specialised wealth advisors are dedicated to creating strategies that minimise the risk of family conflict. By identifying potential challenges and devising balanced solutions, we aim to establish a solid legacy that reflects your values and ensures a peaceful future for your loved ones.
Your benefits at a glance.
Explore peace of mind with our private bank, where expert estate planning supports this stage of your life to maximise your financial wealth.
We design personalised strategies to ensure the best possible transfer of your assets to your heirs while minimising the tax burden and the risk of family disputes.
Your assets are precious. Our planning aims to protect them, ensure they grow and guarantee their long-term future.
Respecting your values
Your vision guides our approach to ensuring your legacy reflects your values and wishes.
Personalised listeningWe start by listening to you. Your objectives guide our tax strategy.
In-depth analysisOur experts look at every detail to develop perfectly tailored solutions.
Tailor-made strategiesWe design strategies to meet your specific, long-term needs.
Precise implementationOur team guides you every step of the way, from planning to implementation.
Your confidentiality is paramount. At Piguet Galland, we strictly adhere to Swiss banking confidentiality standards. Your information remains secure and private.
Secure your heritage
Prepare the passing of your wealth. Contact us today to find out how our personalised estate planning solutions can ensure a solid future for you and your loved ones.
So, what steps need to be taken to ensure a successful succession?
Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.
Webinars & events
Webinars & events