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Prepare your family for a brighter future.

Whatever you choose to do with your family’s wealth is an expression of your own values, and for more than 160 years Credit Suisse has been supporting families on finding the best path forward. Our comprehensive financial services deliver the expertise and integrated offering you and your family office need to stay a step ahead.

Our UHNW and family office solutions.

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 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.

To arrange a meeting or to find out more:

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Bank with us globally

We give you access to our network of representative offices and key banking centers around the world and help you to diversify your portfolio across countries.

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"Credit Suisse AG, including the services offered in Israel, is not supervised by the Supervisor of Banks at the Bank of Israel, but by the competent banking supervision authority in Switzerland. Credit Suisse Financial Services (Israel) Ltd. is a licensed investment marketer in Israel and thus, its investment marketing activities are supervised by the Israel Securities Authority."

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