Passing on wealth from one generation to the next needs to be handled with sensitivity, as you want to secure your family’s future and preserve your wealth.

 

Make preparations to pass your wealth to the next generation with us. If you start to plan early, you will be able to pass on your wealth in accordance with your wishes. Above all, if business assets as well as family wealth are involved, you should not put off the planning process. With our external network partners, we can also clarify legal and tax issues for you.

You may want to use some of your wealth to support a charitable purpose, possibly by establishing a foundation. We will gladly help you develop and implement your ideas and wishes.

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