HERITAGE ADVICE

Do you view yourself as an individual?

Your wealth level is determined by your life choices. Your wealth levels are influenced by your life choices.

In our wealth management advice, we include four key questions: What is the most effective method for managing wealth?

What funding options are available to back your projects?

What precautions should you take to make sure that your assets are managed and returned during the transfer preparation process?

Can you also help your loved ones with their personal development by giving them different items to aid them in their daily lives?

What type of capital does it take to ensure your lifestyle and financial independence?

Do you have anything to offer?

Having the right questions throughout your company's life cycle, from creation to handover, is crucial to ensure sustainability of your success.

Our discussion will focus on the various possibilities that could affect the sustainability of your success, such as divorce, accidental death, company transfer, and family transfer.

For almost ten years, we have been working with entrepreneurs to improve the ownership and transfer of their businesses.

Their regular advisors, including accountants, lawyers, notaries, and accountants and notaries, are working with them.

Ensure that you keep track of both your personal and professional belongings.

The focus of this audit is on the structure of your assets' asset liability and how you define your choices over time.

Our custom study is meant to create a wealth and investment strategy that aligns with your asset goals.

Our advisors are here to assist you with your investment decisions, starting with a CHF 150,000 investment, and you have the opportunity to receive private management for your financial and real estate investments as our client.

The group's financial, real estate, and non-listed specialists collaborate to formulate and modify the investment strategy to meet your goals.

To adjust the investment strategy for your heritage, we give an annual update on your situation and long-term heritage goals.