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You want to settle your estate in the best possible way and therefore want to frame the necessary matrimonial property and inheritance documents to reflect your intentions. What
you need is comprehensive advice and support. Our specialists have a wealth of experience in dealing with complex financial circumstances and are fully versed in all tax-related
aspects of the planned measures.
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Robert Guthauser, CFP
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| Head of Financial Consulting, Legal and Real Estate Advice, Vontobel Private Banking |
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| +41 (0)58 283 70 47 |
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Contact
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Inheritance Planning from Vontobel Private Banking
Nowadays the complexity of inheritance law and the differing regulations in the various cantons make it almost as difficult to bequeath your assets as to acquire them in the first
place. This makes it all the more important that the relevant matrimonial property and inheritance documents, in which you express your intentions, should be drawn up in the right
way. Our specialists will take on this task on your behalf. As executor our task is to ensure that your intentions - and not the particular interests of individual heirs
- are respected. We ensure that your estate is regulated in line with your wishes.
Inheritance Planning means that your intentions are respected.
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We advise you in all inheritance planning issues, in matrimonial and inheritance law, and in the execution of wills.
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We analyse with you the steps that have to be taken as far as your will is concerned.
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We advise you in assessing your estate, in particular where business assets, real estate, antiques, collections, etc. are involved.
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We accompany you through the process from start to finish and draw up the legal documents for the necessary wills, marital contracts, inheritance and cohabitation agreements, etc.
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We store your documents securely.
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We advise and support you in setting up trusts.
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We support you in tax, legal and pension issues.
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We look after your surviving relatives, support them in their dealings with the authorities and relieve them of administrative burdens.
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We offer assistance in dealing with heirs who have not yet attained majority.
We approach this difficult but unavoidable topic in good time and with respect. So that your estate is planned in the best possible way. Your dependants will thank you.
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