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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)

Income tax review and planning

Cash flow analysis, Alternative Minimum Tax planning and disposition of appreciated assets. Tax Planning Services PDF (70KB)

Gift and estate planning

Sophisticated wealth transfer strategies. Estate Planning Services PDF (70KB)

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)
• Strategic Philanthropy: Unlocking Entrepreneurial Potential PDF (1.08MB)

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)

Family offices services

Consolidated reporting, foundation administration, family meetings, and family education about wealth management issues.

• Family Office Services PDF (399KB)
• Life After an Exit: How Entrepreneurs Transition to the Next Stage PDF (816KB)

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