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Legacy planning

Legacy planning

We can help you leave a lasting legacy

Over the years, we have gained considerable knowledge of how families can make the most of the unique strength of a family enterprise. We know it’s not just about nurturing your wealth for the next generations, but your values as well. We are here to support you through the complexities of succession planning, and also with your philanthropic interests so that your legacy endures.

Ensure a robust succession plan for your company

Have you already considered who might lead your company when you are no longer working? Do you know what needs to be taken into account when planning a business succession? Our Wealth Planning team can support you in handling this complex challenge, helping to safeguard your assets and the fruits of your life's work.

Make a difference with your wealth

Our experienced team of philanthropy and sustainable investment experts can help you manage your wealth in a strategic way to achieve maximum social and environmental impact. They can provide you with tailored philanthropic solutions as part of your wealth planning and family governance strategy:

  • Strategic investment marketing, including portfolio screening, based on your personal values and objectives.
  • Supporting services, which include reporting tailored for you.
  • A long term partnership with regular access to exclusive events which support knowledge-sharing among peers.

To arrange a meeting or to find out more:

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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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