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Estate planning and providing for your family

Estate planning and providing for your family

No one wants to write a will or think about what happens to their estate after they die. We’ll make this important task less grim and advise on taxes and laws. For you and your family’s peace of mind.

Provide for Your Fam­ily

No one’s life can be planned from A to Z, and some­times the un­fore­seen hap­pens. Take pre­cau­tions in case you can no longer provide for your fam­ily or part­ner as you would like. We'll help you en­sure that your es­tate's dis­pos­i­tion com­plies with legal re­quire­ments and re­flects your wishes.

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Provide for Your Family

Plan Your Es­tate

With an in­her­it­ance con­sulta­tion, you can rest easy know­ing your es­tate will be ad­min­istered the way you want. Con­tact us to clear up un­answered ques­tions.

Will & inheritance contract

We’ll help you en­sure that your es­tate’s dis­pos­i­tion re­flects your wishes and com­plies with all the legal re­quire­ments.

Go to a dif­fer­ent fin­an­cial plan­ning topic

Op­tim­ize and enjoy your wealth As­sets Fund your plans
Se­cure your fam­ily's fu­ture Fam­ily Plan estate
Buy or ren­ov­ate a home Real es­tate Get mortgage

Your Is­sues

Our ad­vice – as dis­tinct­ive as your needs. We look for­ward to talk­ing to you. Se­lect a topic and ar­range a con­sulta­tion.

Call now +41 848 880 844
Your Issues

Other Life Stages

Training and education

Stu­dents and train­ees

You’re lay­ing the found­a­tions for your ca­reer and tak­ing con­trol of your life.

Training and education life stage
Career starter

Ca­reer starter

You’re ad­van­cing pro­fes­sion­ally, gath­er­ing life ex­per­i­ence and work­ing to­ward real­iz­ing your dreams.

Career starter life stage
To the professional life stage

Pro­fes­sional

You’re in the prime of life, with plenty of per­sonal and pro­fes­sional ac­com­plish­ments and a clear vis­ion of your fu­ture.

Professional life stage

Seize Opportunities. Avoid Mistakes

Financial planning is future planning. Our guide can help you with answers to important questions.
To the guide
Partial Retirement at 62
Partial Retirement at 62
What You Can Define with an Advance Directive
Choosing between a Pension and a Lump Sum
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