Legacy
For families, high-net-worth individuals, and entrepreneurs seeking to structure their property acquisition within a long-term wealth and succession strategy.
Included services:
Legal and Tax Structuring:
Acquisition via a Swiss or international holding company, foundation, or real estate entity.
Specialized Legal & Tax Advisory:
In collaboration with trusted family offices and tax lawyers.
Estate & Succession Planning:
Long-term strategies for intergenerational transfer and inheritance.
Long-Term Tax Optimization:
Structuring aimed at minimizing tax exposure over time.
Family Governance Advisory (Optional):
Guidance on family charters, ownership structures, and roles.
Introductions to Trusted Swiss Partners:
Tax advisors, family offices, architects, concierge services, property managers, wealth managers, private bankers.
Confidential quote
For families, high-net-worth individuals, and entrepreneurs seeking to structure their property acquisition within a long-term wealth and succession strategy.
Included services:
Legal and Tax Structuring:
Acquisition via a Swiss or international holding company, foundation, or real estate entity.
Specialized Legal & Tax Advisory:
In collaboration with trusted family offices and tax lawyers.
Estate & Succession Planning:
Long-term strategies for intergenerational transfer and inheritance.
Long-Term Tax Optimization:
Structuring aimed at minimizing tax exposure over time.
Family Governance Advisory (Optional):
Guidance on family charters, ownership structures, and roles.
Introductions to Trusted Swiss Partners:
Tax advisors, family offices, architects, concierge services, property managers, wealth managers, private bankers.
Confidential quote
