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Do you wish to transfer a family vacation home? Develop an effective succession plan to ensure a smooth transfer. We will help you get started.

Succession planning for the family vacation home

Parents are often troubled by succession planning for family vacation home. Therefore, it is crucial to communicate properly when creating a plan and review the plan periodically so that it stays relevant for everyone involved.

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What We Do

We will develop a proactive strategy so that as your life changes and needs evolve, you will always be in a good position.

You and your family are
our top priorities

Even if it seems simple on the surface, transferring wealth from one generation to the next can actually be really complicated. We can help Manage this cumbersome transition process.

We will assist you to transition
through significant changes in life

Whether you are making a large purchase, preparing to retire or starting a new business, we will help you Manage all the processes so that you can truly enjoy these memorable life events.

We will help you deal
with unforeseeable events

Often, unforeseeable problems will arise in our life. With personalized service and professional team, we will always be by your side when you need us most.

Our Solutions

Our Solutions are dedicated to create opportunities and ensure that you can enjoy peace of mind, thereby facilitating all stages of change in your life.


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.