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Wealth Services
Credit Suisse delivers effective tax, estate, philanthropic and other financial planning solutions.
Our consultative approach considers your multiple financial priorities and results in comprehensive advice that addresses even the most specialized wealth issues.
Insurance review
Ways to use insurance to leverage wealth transfer strategies.
Insurance Planning Services PDF (70KB) (New Window)Income tax review and planning
Cash flow analysis, Alternative Minimum Tax planning and disposition of appreciated assets.
Tax Planning Services PDF (70KB) (New Window)Gift and estate planning
Sophisticated wealth transfer strategies.
Estate Planning Services PDF (70KB) (New Window)Philanthropic planning
Advice on charitable trusts, foundations, donor-advised funds and outright/direct gifts.
- Philanthropic Planning Services PDF (80KB)
- White Paper: Smart Funding in Tough Times PDF (775KB)
- White Paper: Funding as a Family PDF (788KB)
Corporate and executive services
Restricted stock sales, Rule 10b5-1 programs, hedging and monetization strategies, venture capital distributions, and directed share and equity compensation programs.
Corporate & Executive Services PDF (103KB) (New Window)Family offices services
Consolidated reporting, foundation administration, family meetings, and family education about wealth management issues.
Family Office Services PDF (399KB) (New Window)
