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