A complex financial situation requires a comprehensive estate plan. The following is an introduction to estate planning, why it is needed and when to start and review the plan.
The plan we develop gives you control and continuity through all the important transitions in life.
We can help you effectively transfer assets to family members, including members with special needs. Other than that, we also provide creditor protection plan, as well as asset management in response to incapacity or death.
Our aim is to make troublesome matter manageable. At Swiss Equity Fund Trust Company, we provide professional trustee service to free you or your family from the burden of being a trustee.
A thoughtful estate plan is essential to protect your wealth and pass it to the next generation. As estate experts, we will work closely with you to help preserve your wealth and professionally manage your estate assets.
