Anticipation
Develop a long-term vision. Secure the future of your family and your loved ones, by ensuring that your private and business assets are passed on over the long term. This is our commitment.
Protect your assets today
Anticipation means acting today to protect tomorrow. Whether you are self-employed or the owner of a family business, our experts are at your side to anticipate every aspect of your private life or your business plans.
Corporate governance
Robust corporate governance improves decision-making, risk analysis and the allocation of resources in line with long-term objectives.
Legislative and regulatory developments
Serious tax and estate planning needs to take into account future changes in laws and regulations, both in Switzerland and abroad, in order to preserve your assets over the long term.
Succession planning
Organising your inheritance / your estate in good time ensures a smooth transition between generations, in line with your values and objectives, and in compliance with the law.
For family businesses, anticipating the procedures for transferring shares helps to guarantee the company’s long-term future and avoid conflicts between heirs.
Transferring a business
Transferring a business requires careful preparation and a clearly defined strategy, ideally five to ten years before you leave. This gives you the time you need to explore all the options available, enhance the value of your business and ensure a smooth transfer. Our experts will guide you every step of the way to secure your assets and ensure the long-term future of your business.
We advise you to define a strategy 5 to 10 years before you leave. Time is of the essence when it comes to maximising the chances of a successful transfer and, ultimately, preserving the value of your business.
Why choose us?
For 50 years, we have been helping entrepreneurs and families with their strategic projects. Our customised solutions combine a global approach with technical expertise.