Financial, foundation and succession planning

Financial, foundation and succession planning

We support our clients in all life and business situations. In Private and Corporate Banking, we offer forward-looking and sound advice on foundation and succession planning, among other things.

Thinking wealth one step ahead

Financial solutions for all life and business situations

We advise private and corporate clients with a holistic approach in all financial and liquidity matters. This implies that, at the request of our clients, we conduct discussions with all shareholders, their spouses and children. We then work out measures that the shareholder could implement in order to realize this structure within the framework of company law and tax guidelines, e.g. with a view to succession planning. As far as desired, we accompany the contractual arrangement of the found structure together with established tax advisors and lawyers. We advise private individuals on the establishment and structuring of foundations and on the execution of wills.

Our services at a glance

Financial and liquidity planning

Our clients often find themselves in extremely heterogeneous life phases/stages, each of which entails highly individual requirements for private financial and liquidity planning, and in the case of entrepreneurial families, also for corporate financial and liquidity planning.

Succession planning

Asset protection across generations is one of the essential building blocks of successful financial planning.

Foundation planning

In recent years, foundations have taken on an increasingly important role not only in private asset succession, but also in the context of corporate succession.

Execution of wills

If you want to ensure that your last will and testament is implemented, you can appoint an executor. Appointing an executor has proven to be particularly useful in the case of larger estates and complicated family or asset relationships.

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"We have noticed for years that the demand for sustainable investments is increasing. Clients are now investing for a purpose and looking beyond return on investment. Thus, investment purpose underscores the reasons why people invest - including the personal desire to do good and leave a meaningful personal legacy. This, of course, includes topics such as succession and foundation advice, in which our bank is particularly specialized."
Chief Market Officer Private & Corporate Banking
Certified financial planners at your side

Financial and liquidity planning

Our clients often find themselves in extremely heterogeneous life phases and stages, each entails highly individual requirements for private financial and liquidity planning and, in the case of entrepreneurial families, also for corporate financial and liquidity planning. We would be pleased to talk about this jointly and accompany you on this path!

Finding answers to the succession question

Succession planning

Asset protection across generations is one of the essential key elements of successful financial planning. The issue of succession is an important turning point for families, especially entrepreneurial families, because it has a significant impact on the successor generation, business development and overall wealth. Our experts for succession issues therefore tend to take on the role of a strategic companion and moderator to enable you to make plans in line with your own wishes without time pressure.

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We are multiply awarded

Private Banking Awards

From foundation consulting to growth and committee work

Foundation planning

Foundations have taken on an increasingly important role in recent years, not only in private asset succession, but also in the context of corporate succession. The reasons for setting up a foundation are very diverse - as are our clients. Some wish to have a foundation as an heir or they wish to preserve their own company. Perhaps they also want to protect their family. All of these are fundamental motives of a potential founder. Quite often, they also want certain interests to be consistently realized on the basis of their own convictions and values. Foundations are ideal if you want to give your own charitable, benevolent or ecclesiastical commitment a professional framework. For founders, setting up a foundation it is therefore a special decision that will have an impact for generations to come. We will be pleased to assist you in making this decision wisely - from founding advice and support during the growth phase to assistance with committee work.

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Why it makes sense

Execution of wills

By will, you can appoint an executor who is obliged to follow up your wishes. This can also make sense in some cases as part of holistic succession planning. There are situations in which an executor is advisable, such as in the case of minor heirs or in the case of anticipated disputes due to the inheritance arrangement. We support you with your questions and implementation around a possible execution of a will.

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