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It takes a lot of time and energy for a successful entrepreneur to run a business. Therefore, no matter what vision you have for the business after retirement, you should take some time to plan for the future. You may intend to sell your business or pass on the company to the next generation. Through Swiss Equity Fund Bank of Montreal, Swiss Equity Fund Investment Advisory Company and Swiss Equity Fund Trust Company, and in cooperation with your legal counsel, we can assist you in formulating a business succession strategy to smoothly transition the ownership and management of your business according to your wishes.

The challenges of family business succession

There are various challenges in successively navigate a family-owned business through business succession planning, and there is no secret formula. However, there are some best practices that can help families deal with these problems.

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What We Do


Whenever you are ready to transition your business, we will provide assistance from planning your succession to coordinating your overall financial situation.

STARTING WITH YOUR SUCCESSION PLAN

Succession planning seems to be a daunting task. Like many business owners, you may not have a clear decision about what you want to do with your business when you are ready to retire. We can help you identify and consider what you want to achieve, as well as the key decisions needed to achieve that goal.

Succession planning seems to be a daunting task. Like many business owners, you may not have a clear decision about what you want to do with your business when you are ready to retire. We can help you identify and consider what you want to achieve, as well as the key decisions needed to achieve that goal.

COORDINATING YOUR PERSONAL & BUSINESS PLAN

Since your personal and business needs are inseparable, we will help integrate your succession plan into your overall wealth management strategy.

Since your personal and business needs are inseparable, we will help integrate your succession plan into your overall wealth management strategy.

The Swiss Equity Fund professional team can provide expertise in all aspects, including succession and tax planning, financial planning, investment management, and estate and philanthropic services etc.


From Our Consultants


Succession planning advices for small business owners

Problems to be addressed when retiring from the company

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Other Solutions


Learn how our services can meet your wealth management needs.


CONTACT US


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Swiss Equity Fund
services can help you and your family.