Wealth Management & Business Succession

Wealth Management & Business Succession

The transfer of assets and companies from one generation to the other requires a keen sense of balance for what is achievable and economically reasonable. Your company is to be taken on by new leadership in the next few years. In this situation it is important to ensure liquidity for the successor and to pass the reins of leadership to the right person.

We design solutions for generational succession from a legal, strategic and tax point of view – regardless of whether your patrimony is passed on as a gift, by inheritance or by sale. Giving reliable advice and elaborating the respective set of comprehensive contracts, we assure the preservation of your assets and/or the company you established.

Processing complex gift and succession cases as well as sales transactions requires economic, legal and tax expertise, a feel for the planning processes, and a competent and continuous support that we gladly offer at your disposal.
We are pleased to help you with our experienced partners in the field of tax optimization (in particular for inheritance tax) as well as with your company’s legal structure and all aspects of family and inheritance matters.


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