Transition

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.

If you wish to transfer a family vacation home, it is essential to create a comprehensive succession plan. This plan will facilitate a seamless transfer process. Our team is ready to assist you in developing an effective strategy, ensuring a smooth transition of ownership for generations to come.

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.

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.
family-institution

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 help manage youWe will assist you to transition through significant changes in lifer wealth

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.

Wealth Management

WEALTH MANAGEMENT

After understanding your life goals, we will craft a flexible financial plan for you to bring it into practice and make changes as life progresses.

Banking And Loan

Banking And Loan

will Manage banking-related procedures and banking needs so that you can focus on the things that are more important to you.

Tax Planning

Tax Planning

We will help you develop a legal tax-saving financial strategy.

ESTATE PLANNING SERVICE

ESTATE PLANNING SERVICE

We will work with your legal consultant to support you in estate planning and help you transfer your assets to your next generation.

BUSINESS SUCCESSION

BUSINESS SUCCESSION

By working with your legal consultant, we will assist you in formulating a business succession strategy according to your wishes, so as to smoothly transfer the management and ownership of the business.

PHILANTHROPY

PHILANTHROPY

Our team will help you formulate the structure of philanthropic activities to build a lasting legacy and bring changes to your community.

Contact

Let's Get in

Touch

Email Address

support@swissequityfund.com

Address

Bundesgasse 3, 3011 Bern, Switzerland

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