Webinar replay
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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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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Take into account the tax implications of living abroad.
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Analyse your portfolio of securities and make them tax-efficient.
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To preserve the long-term future of your estate, in certain cases you can opt for joint ownership.
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Take a philanthropic approach if you want to ensure that your heirs continue to uphold your values.
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.
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?
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?
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?
A life project is not something you share with just anyone.
Dedicated experts in every field.
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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.
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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
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Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.
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