Switzerland Strategic Estate and Tax Planning
Acquiring assets is half the story, the other half is to protect them. Estate and tax planning will provide you with a roadmap to wisely preserve and distribute your assets after your demise while optimising tax exposure.
A lack of estate and tax planning will have negative impacts on family wealth, often resulting in forced liquidation of assets, the mismanagement of portfolios by unprepared heirs, family conflict, unnecessary tax exposure, uncertainty of asset location, etc. An estate plan will help you to make the right decisions when dealing with mortality and its consequences and will ensure that you are leaving a positive legacy while protecting and preserving not only your assets but also your family.
Our Swiss team will work with you on a plan to maximise the wealth passed on to heirs and charities, proposing efficient and sustainable solutions to their present or future exposure to taxation, wherever the assets may be located.
Our services include:
- Last will
- Marital contract
- Pre-nuptial agreement
- Executorship
- Income and wealth tax planning
- Estate, gift and transfer tax planning
Download our factsheet(s):
By failing to plan, you are planning to fail
Benjamin Franklin
Accreditations and Membership
Switzerland Insights
Alpadis Group Receives FINMA Approval for the Acquisition of EOS Trust and Consulting LLC
FINMA approval enables Alpadis Group to offer enhanced tax and succession planning services, expand reach in Italy and South America.…
Alpadis Group Enhances Tax and Succession Planning Expertise with Acquisition of EOS Trust and Consulting LLC
Acquisition to enhance capabilities in taxation and succession planning, broaden reach into the Latam and Italian Markets. Alpadis Group, a…
Alpadis Group Switzerland Celebrates FINMA Trustee License, Strengthening Trust in the Swiss Financial Landscape
Acquisition of the FINMA Trustee license a validation of company’s rigorous standards and dedication to client service. Alpadis Trust (Switzerland)…
Bruno Sidler announced as Managing Director of Alpadis Group’s Zurich office
Bruno brings over three decades of experience in wealth planning and corporate services Alpadis Group announce today that Bruno Sidler…
Alpadis Group appoints Richard Davison as Legal Counsel in Zurich
Alpadis Group announces the appointment of Richard Davison as Legal Counsel for the company’s Zurich office, effective immediately Richard Davison…
Alpadis Group acquire trust and corporate services business swisspartners Marcuard Heritage AG in Zurich and Cyprus
Acquisition grows Alpadis Group in Switzerland and expands range of services it offers Alpadis Group, the provider of multi-jurisdictional corporate…
New transparency and due diligence requirements set to be introduced in Switzerland
New requirements closely follow EU and OECD rules, following rejection of more stringent requirements in November 2020 The Swiss Parliament…
Swiss trust license law comes into effect
Passed in January 2020, the Swiss Financial Institutions Act (FinIA) and the Swiss Financial Services Act (FinSA) obliges trustees operating…
Alpadis Group bolsters Swiss team and opens branch in Neuchâtel
Alpadis Group hires Michel Frutiger and Jacques Oguey as Senior Trust Officers Alpadis Group today announces the opening of its…
A conversation on Family Offices in Asia with Dominik Heer
Dominik Heer is the COO of Alpadis Group, based in Singapore. An expert on Family Offices, Dominik works with the…
A conversation on family governance with Ewald J. Scherrer
Ewald J. Scherrer is the Managing Director of Alpadis Group in Switzerland. He heads up the Group’s office in Zurich…
15 questions with… Robert Payne
Robert is the Associate Director at Alpadis Group’s Hong Kong office. Robert’s main roles are to provide trust services including…
Good family governance key to survival for family-owned businesses
Developing a robust Family Charter will allow family businesses to better align short-term challenges with long-term objectives
15 questions with.. Moritz Gubler
Moritz is Managing Director at Alpadis Group and leads the company’s operations in Malaysia, which include…
Switzerland eliminates Bearer Shares
In June 2019 the Swiss government adopted the Federal Act (The Act) that will put an end to Swiss companies…
Wealth planning – start the conversation now
Global growth over the past few decades has generated a record amount of wealth in many parts of the world.…
Family Governance
Family dynamics and succession can be incredibly complicated and if handled poorly, lead to the rapid loss of wealth for…
International Planning
International Planning protects your wealth across multiple jurisdictions, helps save for retirement, allows for international investment and avoids unnecessary liabilities…
Wealth Planning
Wealth planning is a lifelong roadmap designed to structure, protect and preserve your assets so that you may pass them…
The China-US trade war and Southeast Asia
The renewed trade tensions between the US and China will bring about some near-term volatility, but could benefit the Southeast…
Why Switzerland is the perfect place to protect your assets in a volatile world
As the world becomes ever more interconnected and globalised, so do the potential threats to wealth and assets increase. From…
Interview in The Edge Malaysia: How to not lose it all
Asia is said to be the world’s fastest growing region when it comes to the wealthy, but this will be…
Alpadis Group Launches New Office In Zurich And Expands Core Services
Alpadis Group announces the launch of its new Zurich office. The new office will be focused on wealth planning and…
15 questions with Ken Vui Chau, CFO of Alpadis Group
Ken is Alpadis Group’s CFO, based in Labuan, Malaysia. Below he shares his thoughts on super heroes, his maths teacher…
Understanding ‘substance’ and what it means for your company
Whether you are a multinational company with many offices dotted around Asia, or a smaller structure, the term ‘substance’ could…
Alpadis Group acquires KPMG’s Labuan Trust Company business
This asset purchase will allow Alpadis Group to cement its position as one of the leading service providers in Labuan,…
Alpadis Group acquires Louvre Fiduciary (HK) Limited in Hong Kong
Alpadis Group have purchased Louvre Fiduciary (HK) Limited in Hong Kong, with all operations, employees and customers integrating into Alpadis…