Succession
Making the most of the opportunities offered by Swiss law to settle your estate
Maintain your spouse's living standards after your death
Preserve the heritage you have built up for future generations
01.
Take into account the tax implications of living abroad.
02.
Analyse your portfolio of securities and make them tax-efficient.
03.
To preserve the long-term future of your estate, in certain cases you can opt for joint ownership.
04.
Take a philanthropic approach if you want to ensure that your heirs continue to uphold your values.
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.
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.
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Wealth solutions
Pension planning
Financing
Investment