Wealth transfer
Your prosperity can be productive much longer than your own lifetime. With vision, you can create the appropriate conditions which will ensure that your wealth will provide the desired effect for designated persons or projects. With pleasure, we will provide you competent, neutral assistance with this enduring function for your wealth.
Everyone has a different conception for passing on his wealth. Perhaps you want to will your entire fortune to your close family, exclusively. Or to a foundation for charity . Possibly, you may have a much more complex concept.
Certainly, you’ll be interested in sheltering the process from taxes in the best possible way. In any event, the best solution will greatly depend on how your fortune is structured:
Our support consists of the optimal preparation of your wealth for your estate. In order to provide you with full service, we cooperate with tax consultants and notary publics. The decisive factor is timely planning. Your wealth manager assists you in mastering this task according to your concepts.
real estate
partnerships
securities, domestic or foreign
foundation
It is your estate. We support you to make certain that, long after your lifetime, your motto is valid: „prosperity is power“.