PLANNING
You intend to plan your retirement
Navigate life's uncertainties with confidence through strategic legal planning. Our holistic approach combines tax optimization, pension planning, and civil law expertise to protect what matters most to you and your family.
Planning ahead helps avoid arbitrary outcomes and ensures smoother, more predictable life events. This core principle applies to any kind of legal planning.
Generally, your savings and priorities face numerous risks - both tax-related and civil. Our work is to identify and then reduce, or even eliminate these risks, based on your particular situation, while ensuring overall balance.
In our experience, the main difficuly with retirement planning is the siloed work of different professionals involved. For example, the tax expert proposes what they consider the most effective version. The occupational pension planner does too, but it may already differ from the tax expert's opinion. Finally, the civil lawyer raises the alarm as the planned arrangements could be dangerous, e.g., in case of unexpected divorce.
Therefore, it's about asking these different people for several alternatives and checking the benefit-risk ratio globally, weighing the different components against the client's priorities. Our difference? This transparency, but reassuring. We offer you a comprehensive balance.
PLANNING
See also
- You plan signing a pre-nup, a post-nup or plan your inheritance
- You would like to appoint us as executor of the will
- You wish to plan your estate
- You wish to draft advance medical directives
- You wish to draft a mandate in case of incapacity
- You are relocating to Switzerland and wish to understand the impact on your marital situation
OTHER EXPERTISE
Discover our other areas
Succession
You intend to settle an existing estate
Settling an estate in Switzerland can often be achieved through straightforward formalities when all heirs are in agreement. However, when an heir refuses to cooperate, Swiss courts have the authority
Divorce & Separation
You are headed for a divorce
Are you facing divorce proceedings in Switzerland and seeking expert guidance through this challenging time? Our specialized family law team brings decades of experience in both amicable and contentio
Protection
You want to protect an adult
Are you concerned about a loved one's assets being at risk due to undue influence? Swiss law provides robust protective measures for both domestic and international cases. Learn how we can help safegu