Inheritance & Estate planning

The passing on of assets is a complex issue and a central element of general asset protection. Here, tailor-made solutions are required that provide a high degree of sensitivity whilst retaining as much flexibility as possible for the asset owner.

The first task is to ensure that the client is taken care of and that his or her future is financially secure. The focus here is on tailor-made financial planning. In the subsequent estate planning, in addition to soft factors, various financial, tax and legal aspects must be taken into account, which require a structured process, often also in the role of initiator or moderator for the parties involved.

Whether due to illness, old age, or accident, it is common, at an advanced age, that there are phases in which others must make decisions on your behalf. You should take the appropriate precautions while in good health. We are happy to assist you using our expertise in these matters.

In the event of death, we will not leave your assets and heirs alone. The execution of wills/testaments is often an adequate instrument to avoid disputes. Above all, there is a lot of administrative work to be done and deadlines and formalities to be considered.