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.
You and your individual needs are our priority. You state your wishes and goals. We listen to you and develop a comprehensive, optimised concept that is tailored to your personal starting position, your individual wishes (e.g. security for your spouse or life partner, inheritances for godchildren, etc.), your asset structure and the official framework conditions that apply.
As part of implementing the concept, we draw up the necessary documents and assist you with structuring your assets. Estate planning arrangements are always based on a snapshot. We therefore remind you to review your arrangements at regular intervals. Our reminder service ensures that you will never miss a detail.
Would you like to provide a child with an advance inheritance or transfer shares in the family business or your real estate now? While such transfers can strengthen family bonds, they may also lead to disagreements between children later on. We offer advice on planning and create transparency.
Dissolving a community of heirs (without execution of a will) requires time and expertise. We provide advice to the members of the community and draw up the contract of division, acting on behalf of all heirs.
If you wish, we will act as executor for your estate. The executor’s role is to administer the estate until it is divided up, carry out the division in accordance with your last will and perform administrative duties. If necessary, we mediate between heirs and find compromise solutions.
The question of too much or too little social equality cannot be decided with the help of statistics alone, said Prof. em. Dr. Dr. h.c. mult. Hans Ulrich Gumbrecht at the 21st Reichmuth & Co Lecture at the University of Lucerne.
In the first quarter of 2023, equities were able to generate a positive return. Nevertheless, we are still in an environment in which a balance has to be found between growth, inflation and interest rates following major monetary and fiscal policy interventions during the pandemic.
Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.