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.

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

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

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

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.
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
Our team will help you formulate the structure of philanthropic activities to build a lasting legacy and bring changes to your community.
Our team will help you formulate the structure of philanthropic activities to build a lasting legacy and bring changes to your community.
CONTACT US
Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.