Transfer & family continuity
Protect your loved ones and organize a smooth, consistent, and sustainable succession.
I will help you clarify, structure, and secure the transfer of your assets, in line with your values and family history.
Transfer is one of the most sensitive aspects of wealth management: legal complexity, tax issues, family balance, protection of heirs, planning for the future, continuity of the family business.
Without foresight, implicit decisions—those that are not made—often become the most costly, both financially and humanly.
The Transfer & Family Continuity module helps you make calm, thoughtful, and aligned decisions. It allows you to protect your loved ones, organize your estate within a clear framework, and ensure the overall consistency of your wealth for years to come.
Assess your estate situation and identify areas of focus.
I carry out a comprehensive and objective analysis:
- Precise mapping of your family situation and your heirs.
- Analysis of the matrimonial regime, existing contracts, and applicable inheritance rules (Swiss and international).
- Assessment of the legal structure of your assets: joint ownership, asset management companies, trusts, usufruct/bare ownership, agreements, past donations.
- Analysis of inheritance tax in Switzerland and abroad.
- Reading of sensitive issues: children from different marriages, family businesses, family assets, personal wishes.
- Identification of areas of vulnerability: potential conflicts, bank dependency, tax risks, lack of planning.
Objective:
To shed light on your inheritance situation with neutrality and transparency.
Define the right solutions to protect your loved ones and organize your estate.
I will help you structure your decisions.
Defining your objectives: protecting your spouse, ensuring fairness between children, business succession, financial security.
- Developing inheritance scenarios: gifts, setting up a family company, optimization solutions, inheritance agreements, wills.
- Balancing taxation, simplicity, sustainability, and family consistency.
- Clarifying the impact on each heir and on your overall wealth strategy.
- Integration of emotional, relational, and intergenerational dimensions.
- Planning for a gradual or immediate transfer depending on your situation.
Objective:
To enable you to make fair, calm and consistent decisions.
Implement solid, understandable, and sustainable estate planning.
I will support you to ensure that each decision is rigorously implemented:
- Coordination with notaries, lawyers, tax specialists, and international experts.
- Implementation of the chosen legal and tax tools.
- Organization of family governance: distribution of roles, communication, consistency among members.
- Structure or adjust asset management companies if necessary.
- Protection of vulnerable spouses and heirs.
- Ongoing monitoring to adapt the system to changes in your life or regulations.
Objective:
To ensure a smooth, robust transfer that respects your wishes.
Would you like to plan and organize your transfer?
An initial discussion often helps to clarify things: understanding your situation, identifying your challenges, and determining whether I can provide you with useful support.
A simple, confidential, and non-binding setting—just a conversation to move forward.