Succession
The imprint of your story
Protecting your assets now and in the future.
Preparing your succession requires a careful approach. Our experts will be with you every step of the way.
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Making the most of the opportunities offered by Swiss law to settle your estate
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Maintain your spouse's living standards after your death
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Preserve the heritage you have built up for future generations
An estate plan will help you secure the transfer of your assets
Secure your heritage
Prepare to pass on your wealth. Contact us today to learn how our personalised estate planning solutions can ensure a solid future for you and your loved ones.
Well-managed assets mean more opportunities to enjoy them.
Contact us
Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.
Webinars & events
Webinars & events
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Webinar
Energy renovation: how can you maintain or increase the value of your property while having a positive impact on the environment?
Webinar replayInitiatives for a 13th AHV pension and secure, long-term retirement provision: what's at stake?
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Webinar
Investment: Our convictions for the 2nd quarter of 2024
Webinar replayStrategy & market update, 1st quarter 2024
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Webinar
Finance your cash requirements intelligently
Webinar replayStrategy market update 4th quarter 2023