Estate planning and lifetime asset transfer
Planning how to pass assets on to the next generation is something we all need to address. We are here to support you in the early transfer of assets, whether you bequeath them, give them away, or put them in a foundation.
Aktuelles
Market commentary 3rd quarter 2025
Geopolitical tensions remain high – in the Middle East, Ukraine, and in trade disputes. At the same time, the SNB has lowered interest rates to zero. As a result, there are no longer any secure returns over reasonable maturities. Swiss dividend stocks present themselves as an attractive investment option.
Assets oblige – not only economically, but also in human terms
To what extent did “American philanthropy” shape the origins of the KKL Luzern? Why do many small foundations fail because of bureaucracy – and how does an umbrella foundation help? Why are freedom and individuality crucial for effective engagement?
What “doing good” triggers in our brain
Why do emotions and feelings have much more to do with brain health than solving Sudoku or crossword puzzles? What are the positive effects of “doing good” and why are there no rationally functioning brains?