Private Banking Look after your family wealth

Look after your family wealth

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A partnership to manage, protect and preserve your family wealth

You have worked hard for your wealth. We are here to help you manage it and plan the best way for you to pass it on – safely and with confidence. Our Wealth Planning specialists make sure that when it comes to your retirement, inheritance and succession planning, your personal, family and business affairs are organised optimally and in line with your wishes.

  • Develop an inheritance plan

    Your priorities and concerns are paramount; we help you structure a solution so that your wealth will go to your chosen beneficiaries at the time you choose, and in the manner you would like them to benefit.

  • Protect your wealth through trust solutions

    We offer a comprehensive range of trust and estate advisory services so that you can protect your wealth – now and for tomorrow. Find out at a personal consultation whether a trust would be right for you.

  • Benefit from our family office solutions

    Although every family office has unique requirements, common themes include finding investment solutions that go beyond traditional investment services and managing substantial and complex portfolios.

Wealthy families and Credit Suisse

There are those who inherit wealth and those who pass it on. Whatever you choose to do with your family’s wealth is an expression of your own deeply held values, and we are here to counsel families like yours on finding the best path forward.

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Young Investors Organization

Here today, for the Next Generation

Within our Global Next Generation and Families Department we offer wide-ranging educational programs and are in dialogue with members of the next generation of influential families.

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Young Investors Organization

Partnering with your family office

Generational succession, portfolio diversification, targeting new investment markets, philanthropy, and strategic planning with risk assessment are just some of the topics relevant for family offices.

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To arrange a meeting or to find out more

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