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Families and UHNWI

There are those who inherit wealth and those who pass it on.

And regardless of which category you find yourself in, there are important choices ahead. 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 advising families on finding the best path forward.

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.

To arrange a meeting or to find out more:

164 years in business

47 860 employees

3 540 relationship managers

Swiss-class customer service

Awards and related information

Best Private Bank for Entrepreneurs

Best Private Bank in the Middle East

Best Private Bank for Entrepreneurs

Best Private Bank for Entrepreneurs

Excellence in Leadership in Western Europe

Excellence in Leadership in Western Europe


For more information about the Awards, please visit PWM/The Banker Global Private Banking Awards and Euromoney Awards for Excellence 2020

Related links

"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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