ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø

    Succession planning

    Shaping the transfer of assets across generations

    Private clients and especially entrepreneurs can choose from a wide range of options for passing on assets over generations. Your assets, estate and loved ones may be particularly at risk if you have been living in multiple jurisdictions. Bespoke solutions can ensure that your wealth is transferred according to your wishes.

    We can help you draft wills, mandates in anticipation of incapacity as well as marital and inheritance agreements. Upon request, we may also serve as executors of your will. We’re also experienced in supporting private clients who wish to set up foundations, trusts, partnerships or companies limited by guarantee.

    Our services

    • Designing successful succession planning solutions in light of your circumstances, family situation and businesses.
    • Consideration of diverging interests of the various stakeholders involved with a view to developing, where appropriate, a business and family governance framework
    • In connection with residence transfers: Reviewing and reconciling structures and arrangements which are recognized and tax-efficient in your state of origin but may attract adverse tax consequences in your current country of residence or in jurisdictions where some of your assets and heirs are located.
    • Ensuring access to sufficient financial resources for your heirs, wherever they are located.

    In the longer term, having a single point of contact will bring you the benefits of ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø, including our capacity to monitor tax, legal and regulatory developments around the world and to anticipate changes.

    Your key contacts

    We gladly remain at your disposal to answer any questions you may have.

    Hugues Salomé

    Partner, Head of Private Clients

    ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Switzerland

    Philipp Zünd

    Partner, Private Clients Tax

    ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Switzerland

    Rinaldo Neff

    Director, Private Clients Tax

    ÀÖÓ㣨Leyu£©ÌåÓý¹ÙÍø Switzerland

    Related services

    Our Private Clients team has multidisciplinary expertise across tax, legal, cyber and advisory.

    Wealth structuring

    We draw on our extensive experience and expertise to create sustainable structures and appropriate governance for your assets.

    Cross-border relocation

    We work for � and with � you to assess the risks, opportunities and implications of relocating your residence across borders.

    Global compliance

    Applying a coordinated approach across relevant jurisdictions, we support you in meeting your tax obligations � in full and on time.

    Philantrophy

    From philanthropic vision to the realization � we support you strategically and practically so that you can do good things even better.