Wealth planning

Our wealth planning offering is multi-faceted, flexible and built on decades of experience advising ultra-high net worth individuals and single family offices. Together we can protect your wealth and create the future you want for yourself, your family and the next generation.

Plan your finances and manage your wealth with confidence

Financial and succession planning

We know that everyone has different priorities when it comes to wealth planning and building a financial legacy for the next generation. Our wealth experts can help tailor plans that are flexible, adaptable and shaped around the financial impact of key life events.

How we can help:

  • Business succession, inheritance, and legacy planning
  • Managing private assets and your estate and transfer to your future heirs
  • Guidance on life insurance, wills and other succession documentation

Family governance

We provide professional support for managing family finances and key family-related challenges across generations. Through close consultations, we can help define practical solutions for problems as well as new protocols and governance structures.

How we can help:

  • Establishing and managing single family offices
  • Continuity planning and conflict management
  • Shaping long-term control and decision-making processes

Individual asset structuring

Whether you want to invest in new assets or restructure existing ones, we can help you identify optimal structures and ensure you’re able to protect, control and get the most out of your private wealth for the long-term.

How we can help:

  • Foundations, trusts or private label funds
  • Private investment companies
  • Insurance solutions or securitization instruments

Swiss tax planning*

Whether you’re looking to optimize your tax situation for your investments, entrepreneurial activities or succession plans, our tax experts can work with you to maximize your net returns and meet your broader financial goals.

How we can help:

  • Tax advice for national or international investments
  • Tax planning in relation to liquidity events
  • Taxation solutions for employee profit sharing
*Tax treatment depends on the individual circumstances of each client and can vary accordingly. Above services are limited to the Swiss tax planning under Swiss Law.