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.
Benjamin FranklinBy failing to plan, you are planning to fail.
Alpadis Group hires Michel Frutiger and Jacques Oguey as Senior Trust (Read more)
Dominik Heer is the COO of Alpadis Group, based in Singapore. An expert on Family Offices, Dominik works… (Read more)
Ewald J. Scherrer is the Managing Director of Alpadis Group in Switzerland. He heads up the Group’s office… (Read more)
Robert is the Associate Director at Alpadis Group’s Hong Kong office. Robert’s main roles are to provide… (Read more)
Developing a robust Family Charter will allow family businesses to better align short-term challenges… (Read more)
Moritz is Managing Director at Alpadis Group and leads the company’s operations in Malaysia, which include… (Read more)
In June 2019 the Swiss government adopted the Federal Act (The Act) that will put an end to Swiss companies… (Read more)
Global growth over the past few decades has generated a record amount of wealth in many parts of the (Read more)
Family dynamics and succession can be incredibly complicated and if handled poorly, lead to the rapid… (Read more)
International Planning protects your wealth across multiple jurisdictions, helps save for retirement,… (Read more)
Wealth planning is a lifelong roadmap designed to structure, protect and preserve your assets so that… (Read more)
The renewed trade tensions between the US and China will bring about some near-term volatility, but could… (Read more)
As the world becomes ever more interconnected and globalised, so do the potential threats to wealth and… (Read more)
Asia is said to be the world’s fastest growing region when it comes to the wealthy, but this will be… (Read more)
Alpadis Group announces the launch of its new Zurich office. The new office will be focused on wealth… (Read more)
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Whether you are a multinational company with many offices dotted around Asia, or a smaller structure,… (Read more)
This asset purchase will allow Alpadis Group to cement its position as one of the leading service providers… (Read more)