For everyone, there comes a time when you have to confront the question of your own succession – whether it’s in your family or in a business. The transfer of your life’s work is therefore an important step that needs to be properly thought through.

Appropriate instruments (trusts, foundations, insurance plans) can ensure a smooth transfer of assets to your successors. With long-term succession planning, any inheritance disputes and unnecessary division of the estate (business, real estate, art collection) can be avoided. Financial support for the upbringing and education of children or grandchildren is just one option along with consideration for non-profit-making institutions, the setting up of an emergency fund or support for other specific personal interests.

You can transfer your assets entirely according to your own personal ideas on the subject. You decide which individuals or institutions will benefit, as well as the time, the amount, the intervals and the purpose of the allocations. A firm of integrity, which is impartial and free of any conflict of interest can guarantee that after your death your assets will be used as you would wish.

- Long-term asset planning across generations
- Protecting your wishes after your death
- Responsibility for successors
- Safeguarding upbringing and education
- Dedicating assets for charitable purposes