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.
Smart estate planning
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.
Implementation/documents
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.
Asset transfer
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.
Representation of heirs
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.
Execution of the will
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.
Aktuelles
Market outlook 2025 – «Inter imperia: Europa in limine»
Recording of our “Market Outlook 2025”
Is the USA letting Europe down?
At Reichmuth & Co Lecture No. 25, we were delighted to welcome Eric Gujer, Editor-in-Chief of the NZZ. He is one of the most outstanding journalists in the German-speaking world and gave an exciting lecture at the University of Lucerne on October 30th, 2024.
From screw dealer to industry partner
On October 16, 2024, we had the pleasure of inviting interested guests to an investor event at Bossard in Zug. Bossard has been listed on the stock exchange since 1987 and has come a long way. Our Reichmuth Pilatus equity fund has been investing in Swiss second-line stocks for almost 30 years. We acquired our first position in Bossard shares in 1999 and have been following the company ever since.