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Lump-sum taxation Switzerland

Estate planning

Future-proofing your wealth

When considering scenarios, estate planning is all-around one scenario that will become a reality for everyone: the death of a wealth owner. We understand that this is not the most appealing topic and why many people put off their plans. No matter your age or financial situation, it's always a good time to begin estate planning.

We tailor unique plans to ensure your estate is distributed according to your wishes while considering the challenging and ever-evolving international legal and tax implications. While we master the legal nuts and bolts, estate planning is also much more than that.

For you, it may be equally important to structure your arrangements based on factors such as values, family governance, and legacy considerations, business succession, wealth preservation for further generations, philanthropy, and social responsibility. We believe that estate planning's human element deserves the most attention to create a lasting legacy and best results in providing for loved ones.

wealth structuring law firm Switzerland

Estate planning strategies

Our experts have the technical know-how, the long-standing experience, and a deep understanding of your concerns to assist you in all international estate planning matters and to achieve reassuring results. We approach estate planning strategies with an open mind and an open heart to assist you on the path to creating ease and comfort for all involved parties, including yourself.

We support you with inventorying your assets, defining your wishes, involving beneficiaries, navigating the legal framework, and selecting the right estate planning tools. Understanding estate and inheritance taxes, liquidity needs to settle tax bills, and addressing tax planning will ensure that your individualized estate planning strategies will be executed in a smooth and predictable process.

Contact us to schedule a free consultation to learn more about leaving a lasting legacy and ensuring that your estate is distributed according to your wishes.

estate planning strategies

Family office

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