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Succession

The imprint of your story

Being at the top of your game also means planning for what comes after—passing on the torch. Succession planning is the key to your future peace of mind.
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header transmettre un héritage
header transmettre un héritage
header transmettre un héritage
Heritage

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

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An estate plan will help you secure the transfer of your assets

  • Property 1=Risk assessment

    01.

    Take into account the tax implications of living abroad.

  • Property 1=Investissements

    02.

    Analyse your portfolio of securities and make them tax-efficient.

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    03.

    To preserve the long-term future of your estate, in certain cases you can opt for joint ownership.

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    04.

    Take a philanthropic approach if you want to ensure that your heirs continue to uphold your values.

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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.

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Real estate

  • How can I effectively pass on my property to my heirs while avoiding excessive tax implications?
  • What are the specific rules and taxes relating to the transfer of property?
  • Are there any mechanisms for preserving the value of my property for future generations while considering the legal and tax aspects?
  • How can I involve my heirs in managing my property and ensure a smooth transition?
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Pension

  • What steps should I take to transfer my pension assets smoothly?
  • How can I guarantee that my beneficiaries will receive my pension benefits in the event of my death?
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Family

  • What are the benefits of creating an inheritance pact or a formal agreement within the family to ensure my estate is passed on transition smoothly?
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Succesion

  • What are the advantages and tax implications of estate planning, and how can I minimise inheritance tax for my heirs?
  • How can I balance the legal, tax and emotional aspects of estate planning to ensure my family's financial security and uphold my values?

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...
  • 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

    • 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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