Your Questions. Our Answers
We’ll help you with whatever you need. Pick a question that you would like inheritance advice on.
Inheritance Consulting
Carefully structuring the disposal of your estate will ensure that your wishes are carried out. If you take the necessary precautions today, you can relax tomorrow knowing that you’ve provided for your loved ones.
Our Advisory Areas
You’ve managed to build up an estate over the decades. But you don’t want to just protect your wealth; you want to pass it on in a particular, carefully planned way.
Purposefully Passing on Assets
Early inheritance planning provides a sound foundation for an amicable distribution of your estate. Decide for yourself who will be the executor of your last will and testament.
Assets
Who brought which assets into the marriage and how can future bequests be worded and protected early on?
Mental incapacity
What arrangements are possible in case of mental incapacity?
Our Inheritance Services
During inheritance consulting, we discuss all the topics that matter to you: We’ll show you how to provide clear instructions in your advance directive and will, while complying with all the formalities.
More Consulting Services
Life is challenging enough. Get informed financial advice from our
experts and rely on our customized plans.
Financial consulting
When it comes to planning your financial future – the sooner, the
better. Start today.
Tax consulting
The Swiss tax system offers many ways to lower your tax bill. We know
how it’s done.