Succession
Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.
We prepare your estate in advance: will, inheritance agreements, compulsory shares and inheritance taxes, in Switzerland and abroad. Your wishes are respected, your loved ones are protected and the estate is divided without conflict.
Inventory of assets and simulation of the succession
To know each person’s share and the taxes due.
Reserved portions and disposable portion, under the law in force since 2023
What you can freely allocate.
Will, inheritance contract and marriage contract, with the notary
Prepared with your notary.
Inheritance taxes
Rates and exemptions by canton.
Successions between Switzerland and France
Since 2015, no treaty has governed them; double taxation must be prepared for in advance.
Opened succession
Inventory, estate declaration, distribution, last tax return of the deceased.
Transfer of a family business
We prepare your estate in advance: will, inheritance agreements, compulsory shares and inheritance taxes, in Switzerland and abroad. Your wishes are respected, your loved ones are protected and the estate is divided without conflict.
Complementary expertise
Speak with an expert
First meeting free of charge. Offices in Geneva and Paris, or by video conference.