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Wealth Planning

How to effectively navigate the complexities of wealth planning

Wealth planning is the sum of arrangements to grow, preserve, protect, and transfer wealth. It comes with ...

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single family office

Single family offices: how to design excellent personalized services

A single family office has something in common with tech companies: it disrupts parts of the service value ...

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estate planning strategies

A guide to successful international estate planning strategies

No matter your age or financial situation, it's always a good time to begin estate planning. Still, many ...

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trustee Switzerland

Centro LAW Guest Series: Swiss trustees – a regulatory perspective

With the ongoing consolidation of the trust industry driven by private equity firms, wealth owners often ...

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Centro LAW Guest Series: Are non-fungible tokens (NFTs) a unique investment opportunity?

"Invest in what you understand. Just because there is an NFT boom does not mean that every NFT is ...

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Climate risk

Centro LAW Guest Series: Climate risk. An emerging financial risk category

Climate change is top of mind for almost the entire world, and climate risk is, in turn, accelerating as a ...

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private banking law firm Switzerland

How to build a family office investment committee

Unlike institutional players, not all family offices do have an investment committee. Do ...

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Effective inheritance tax planning tools

No day is without news on new taxes. While we don't claim to predict the future, in light of the taxman's ...

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How to define a tailored family office investment strategy

Investments are at the core of single family offices. Whether investment management is performed in-house ...

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trust and estate law firm Switzerland

Importance of the wealth management Know Your Customer process

In our experience, the Know Your Customer (KYC) onboarding process is the biggest bottleneck in wealth ...

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offshore trust and private wealth law firm Switzerland

Centro LAW Guest Series: Business families and storytelling for success

Business families face many challenges, the most critical result from the combination of keeping a family ...

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Centro LAW Guest Series: Family business succession planning – the Italian job

Italy is home to more than ten thousand Ultra High Net Worth Individuals. Many entrepreneurs lead family ...

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How to design a human-centered wealth plan

Indulge us a little as we revisit an important topic covered in a previous post about wealth planning. We ...

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fiduciary law firm Switzerland

Wealth planning: a risk perspective

As a wealth owner, you face many threats and challenges. To grow, preserve, protect, and smoothly transfer ...

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high profile clients law firm Switzerland

23.06.2021

Centro LAW Guest Series: THRIVE - a wellbeing framework for family governance

While it can be a wonderful thing, a family is a complex constellation of relationships held together by ...

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international tax law firm Switzerland

Lump-sum taxation in Switzerland

Have you heard about a Lex Chaplin? Why should you? There has never been such a law. However, the term has ...

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succession planning law firm Switzerland

International estate planning: Vivre pour le meilleur

Johnny Hallyday, a French rock legend, died in 2017, leaving an estate that was estimated worth over USD ...

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wealth management law Zurich

International estate and inheritance taxes

We will experience the biggest wealth transfer in history within the next three decades since Baby Boomers ...

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investment management law firm Switzerland

How to elevate your single family office to excellence

The number of global single family offices is continuously rising. With the introduction of virtual family ...

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private client lawyer

Centro LAW Guest Series: Impact investing. Discovering underlying value

Values-based investment strategies are the zeitgeist, as more investors look towards environmental, ...

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wealth planning strategy Switzerland

Centro LAW Guest Series: Private equity. How to diversify your portfolio

It may seem that private equity investors already own everything: fashion brands, food companies, computer ...

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wealth structuring law firm Switzerland

How to prepare for estate planning

Today is as good as any to start estate planning. For some, this post may be a reminder to focus on the ...

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international family law firm Switzerland

Residence in international tax law: Whenever, Wherever

Shakira is a Colombian pop star married to a Spanish football player and has officially been a resident in ...

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The costs of running a single family office

Cost is often predominant in the evaluation of a single family office creation. We believe that the costs ...

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wealth structuring law firm Switzerland

Centro Law Guest Series: How renewable energy investments help fight climate change

Interested in knowing more about investments in renewables and energy economics? Harikishan Mandalapu and ...

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wealth structuring legal services Switzerland

Investment products: A glimpse behind the wealth management industry’s curtain

Want the lowdown on what the investment and wealth management terms you hear bandied about really mean? ...

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wealth structuring law firm Switzerland

Why family governance, heritage and succession planning matter

The Lacoste Story

Sophie Lacoste is the owner of a French luxury ski apparel brand and the granddaughter ...

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private wealth lawyer Zurich

Wealth planning strategies: why you need one

With a strategy, everything becomes easier

We see wealth planning as the sum of arrangements to grow, ...

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private practice law firm Switzerland

How to build your virtual family office

The future of family wealth

Family offices are the zeitgeist in wealth management. Everyone has or wants ...

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private client lawyer Zurich

Our blog manifesto: our goal is to provide you with value

What to expect from us.

Before we start with our regular posts, we believe it might be helpful to make a ...

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