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Succession

Estate planning

When was the last time you gave serious thought to your estate? Our estate planning service offers cutting-edge expertise to ensure that your assets are passed on smoothly and wisely. You benefit from a dedicated team that understands your values and works to preserve your legacy for generations to come.
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Piguet Galland & vous.

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.

Advantages + benefits

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.

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  • Reflected transmission

    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.

  • Preserving Heritage

    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.

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Our approach

Personalised listening

We start by listening to you. Your objectives guide our tax strategy.

In-depth analysis

Our experts look at every detail to develop perfectly tailored solutions.

Tailor-made strategies

We design strategies to meet your specific, long-term needs.

Precise implementation

Our team guides you every step of the way, from planning to implementation.

Confidentiality guaranteed

Your confidentiality is paramount. At Piguet Galland, we strictly adhere to Swiss banking confidentiality standards. Your information remains secure and private.

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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?

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Assess and forecast

  • What steps should I take to draw up a personal financial plan that covers my assets and takes into account exceptional expenses such as medical costs?
  • How can I anticipate and plan what I want to leave to each beneficiary?
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Develop strategies for succession

  • What steps should I take to assess the potential benefits of making gifts during my lifetime?
  • How can I carefully choose the legal framework for my estate based on my residence and the distribution of my assets?
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Preparing for the outcomes of inheritance

  • How do you deal with future beneficiaries' tax and management implications?
  • What steps can I take to ensure that my overall plan is in line with my values and intentions?

What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Portfolio management
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Management mandates

    • Advisory mandates

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

Contact us

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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