Estate planning and
lifetime asset transfer

Passing on assets to the next generation requires early planning. Whether through inheritance, a gift or a transfer to a foundation: we will support you in devising a personalised and sustainable estate planning solution.

Our services

Strategic estate planning

Your personal preferences and goals are at the heart of the process. Together, we develop a bespoke estate planning strategy which is tailored to your family circumstances, asset structure and the legal framework.

Implementation and deeds

We implement the strategy we have developed professionally, draw up the necessary documents and assist with the organisational structuring of your assets. Regular reviews ensure that your planning remains up to date at all times.

Lifetime asset transfer

Whether it’s an advance inheritance, the transfer of your business or your property: We support you in forward-looking planning and ensure transparency and clarity within the family.

Representation of heirs

When a community of heirs is dissolved, we advise all parties involved and oversee a fair and efficient division of the estate until its conclusion.

Executorship

As an independent executor, we ensure that your last will and testament is carried out, handle the administration of the estate and, where necessary, facilitate amicable solutions between the heirs.

We will be happy to advise you in person