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Trust and knowledge are our roots
Private Wealth
- We support our private Clients in establishing and managing of companies, trusts & foundations, insurance wrappers, and collective investment schemes (such as mutual funds) in accordance with their estate and inheritance plans
- Switzerland specific: In our scope of services we include transfer of Client domicile to Switzerland as well as migration of family members with assessment of tax, finance and estate planning considerations
- Liechtenstein specific: Establishment of heritage structure (e.g. family foundation)
Case Study
INHERITANCE PLANNING
- 1. 1. Consolidation into a single structure, e.g. foundation
- Bank assets
- Real estate
- Luxury cars
- 2. Flexible structure for exclusion of certain persons from inheriting, e.g. parents have only one daughter and in order to provide for her future, they establish a foundation, in which their son-in-law is excluded from the circle of beneficiaries
MIGRATION
- Assistance in immigration to a European country
- Accommodation arrangement
- Apartment
- Furniture
- Mobile phone and internet
- Purchase or rent of a car
