Wealth and Succession Planning
You would like to exercise your responsibility towards your family or your company, and wish to plan the succession comprehensively and in good time. You may also be considering making donations to charitable institutions.
In order to secure the optimal tax and civil law transfer of your wealth to the next generation, it is often advisable to supplement or to replace classic succession planning instruments (such as the last will, the inheritance or prenuptial agreement) with further measures. Within inheritance law and tax law, considerable scope exists through the use of domestic and foreign foundations, trusts or establishments.
We assist you
in relation to all such issues in close collaboration with our experts in the fields of management and fiduciary services and portfolio management, and – where appropriate – also assume mandates in the field of executive management (e.g. as a member of the board of foundation).
