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Estate planning

Anticipate the transfer of your assets

Benefit from careful estate planning to secure your inheritance and guarantee family peace. Our expertise in inheritance and taxation in Switzerland ensures a harmonious transition of your assets, whether for a business succession or the transfer of your family assets.  

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Manage your estate planning as best as possible

Our services cover all aspects of estate planning, from will writing to asset optimization, including legal and financial advice.  

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Security and serenity

Our expertise ensures that your succession plan is solid, legally compliant and perfectly aligned with your wishes. By anticipating and resolving potential issues, we give you peace of mind, knowing that your inheritance is protected and that your loved ones will be cared for according to your instructions.

Tax optimization

The complexity of the Swiss tax system requires a careful strategy to minimize the tax impact on your estate. We help you identify the best tax optimization opportunities, by legally reducing the tax burdens on your assets and thus maximizing the benefits for your heirs.

Customization and flexibility

Each inheritance situation is unique. We are committed to understanding your specific needs in depth and adapting our approach accordingly. Whether your concerns relate to the transfer of a family business, the protection of a partner or the equitable distribution of your assets, our planning is entirely personalized to meet your personal and family objectives.

Our services

Personalized solutions for your estate planning

Drafting of will

Creation of legally compliant and financially judicious wills, ensuring the adequate distribution of property and debts.

Private wealth optimization

Strategic alignment of your financial and real estate assets with your inheritance objectives for effective transfer.

Financial planning

Integration of your retirement plans into your overall estate strategy for harmonious management of life transitions.

Legal and financial advice

clarifications and advice on all legal or financial aspects linked to your succession plan for efficient and transparent management.

Financial analysis

Carrying out a comprehensive financial analysis for a fair and efficient distribution of wealth and assets.

Tax reduction

Tips on how to save on your estate taxes with tax optimizations.

Inheritance provisions

We help you understand the implications of different matrimonial regimes and establish effective inheritance arrangements.

Review of costs and benefits

In-depth assessment of the costs associated with different estate strategies, alongside the potential benefits.

Ensure the safety of your loved ones

Ensure the financial security of your loved ones with clear and well-structured succession strategies, ensuring that your wishes are respected and your inheritance is passed on effectively.

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Minimize your estate's taxation

Benefit from our expert advice to navigate the tax complexities of Switzerland, thereby reducing tax burdens on your estate for optimal inheritance in favor of your heirs.

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A unique and independent approach

Unlike large institutions, our independent firm offers you solutions in your unique interest. Our very rigorous approach is carried out in close collaboration with you. It is oriented towards a good understanding of your desires and goals. This is how every important decision will be placed in the context of your overall material situation.

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What our clients say

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Tell us about your project

Our advisors are available and attentive to your project and your issues. Book an appointment to learn more about our services and find out how we can help you.

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