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Family Office

Wealthy families and Credit Suisse

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 like yours on finding the best path forward.

At Credit Suisse, our holistic approach to wealth structuring, wealth planning, and estate planning has been continuously evolving with each generation. Today, we put this breadth of experience to use, enabling us to address the issues of wealth and succession planning in a comprehensive way that ensures trust and communication – the two key factors in successful wealth transfer.

Turn wealth into legacy

Every family has certain values and traditions, and together we can help you ensure that those values and traditions continue for generations to come while evolving to meet the times. We have extensive knowledge and experience in both wealth and business transition, and have developed a deep understanding of solutions such as trusts and insurance based opportunities, tax efficient investments and other investment structures like offshore bonds.

Because families are complex, we encourage and enable communication and transparency. And because every family is different, we work closely with you and your advisors to develop the right plan for you and your family – one that balances your needs and those of your chosen beneficiaries.

If you're looking to pass on your family's wealth, we can help you.

With great inheritance comes great responsibility

Wealth means different things to different people, but its power to change things has always been clear. As evidenced by the outlook and attitudes of the Next Generation, living with purpose is quickly becoming a hallmark of wealth, and that belief can define the way families structure their finances.

These days there's more to investing than financial return – the Next Generation feels it has the power to use family wealth to change society in a positive way. The question is: What does wealth mean to you? The first step is to understand your priorities both individually and as a family. And that's where Credit Suisse can help.

If you're ready to talk about inheriting, we will guide you.

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

Footnotes

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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