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14 Jun 2019

Wealth Engineering & Estate Planning

Structuring your assets to ensure optimal returns and seamless transfer solutions for your estate.
Wealth planning should be dynamic as it needs to adapt to shifting regulatory, tax and legal environments as well as taking into account familial changes. A personalised and formal assessment of your private assets is key. Through this assessment, we will conduct and analyse the divergences between different national laws in fiscal and civil matters.
Our formal assessment will take into account:

  • An audit of your private assets
  • Ongoing follow-ups of legal and tax developments
  • a verification of the adequacy of your private assets
  • an optimization of your private assets (if necessary) in order to facilitate their transfer

An up-to-date formal assessment is a prerequisite for a successful transfer; the experts at the Fuchs Family Office network will provide you with long-term support in the protection, development and transfer of your estate. Ongoing, regular estate reviews are necessary as efficient wealth management is possible only through long-term support that spans generations.