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
Switzerland Insights
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Alpadis Group Receives FINMA Approval for the Acquisition of EOS Trust and Consulting LLC
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Alpadis Group Enhances Tax and Succession Planning Expertise with Acquisition of EOS Trust and Consulting LLC
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Alpadis Group Switzerland Celebrates FINMA Trustee License, Strengthening Trust in the Swiss Financial Landscape
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Bruno Sidler announced as Managing Director of Alpadis Group’s Zurich office
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Alpadis Group appoints Richard Davison as Legal Counsel in Zurich
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Alpadis Group acquire trust and corporate services business swisspartners Marcuard Heritage AG in Zurich and Cyprus
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New transparency and due diligence requirements set to be introduced in Switzerland
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Swiss trust license law comes into effect
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Alpadis Group bolsters Swiss team and opens branch in Neuchâtel
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A conversation on Family Offices in Asia with Dominik Heer
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A conversation on family governance with Ewald J. Scherrer
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15 questions with… Robert Payne
![News - Good family governance key to survival for family-owned businesses](https://media.alpadis-group.com/wp-content/uploads/2020/05/family-governance.jpg)
Good family governance key to survival for family-owned businesses
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15 questions with.. Moritz Gubler
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Switzerland eliminates Bearer Shares
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Wealth planning – start the conversation now
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Family Governance
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International Planning
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Wealth Planning
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The China-US trade war and Southeast Asia
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Why Switzerland is the perfect place to protect your assets in a volatile world
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Interview in The Edge Malaysia: How to not lose it all
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Alpadis Group Launches New Office In Zurich And Expands Core Services
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15 questions with Ken Vui Chau, CFO of Alpadis Group
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Understanding ‘substance’ and what it means for your company
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Alpadis Group acquires KPMG’s Labuan Trust Company business
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