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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, git and transfer tax planning

Download our factsheet(s):

Benjamin Franklin
By failing to plan, you are planning to fail.

Accreditations and Membership

STEP
International Tax Planning
SAV FSA
Swiss-Asian Chamber of Commerce

Switzerland Insights