Wealth and succession
Organising, protecting and passing on your private wealth, in Switzerland and in France: succession, gifts, investments, change of domicile, real estate.
Succession
Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.
Gifts
Passing on assets during your lifetime: we quantify the tax in each canton or country concerned and prepare the deeds.
Family business succession
Preparing the transfer to the next generation without weakening the business.
Financial products
We determine how your investments are taxed. We do not sell any financial products.
Investing in Switzerland
Choosing the right vehicles and anticipating the taxation of your investments in Switzerland.
Bank account
We help you open a personal account in Switzerland, with a complete file.
- Succession and gifts
- Moving to Switzerland or changing canton →
- Real estate
- Taxation of investments
Organising, protecting and passing on your private wealth, in Switzerland and in France: succession, gifts, investments, change of domicile, real estate.
We work hand in hand with:
This practice addresses your needs
Let’s talk about your situation
Meet an expert in Geneva, in Paris or by video call.