cancel

Succession planning

Shaping the transfer of assets across generations

Private clients and especially entrepreneurs can choose from a wide range of options for passing on assets over generations. Your assets, estate and loved ones may be particularly at risk if you have been living in multiple jurisdictions. Bespoke solutions can ensure that your wealth is transferred according to your wishes.

We can help you draft wills, mandates in anticipation of incapacity as well as marital and inheritance agreements. Upon request, we may also serve as executors of your will. We’re also experienced in supporting private clients who wish to set up foundations, trusts, partnerships or companies limited by guarantee.

Our services

  • Designing successful succession planning solutions in light of your circumstances, family situation and businesses.
  • Consideration of diverging interests of the various stakeholders involved with a view to developing, where appropriate, a business and family governance framework
  • In connection with residence transfers: Reviewing and reconciling structures and arrangements which are recognized and tax-efficient in your state of origin but may attract adverse tax consequences in your current country of residence or in jurisdictions where some of your assets and heirs are located.
  • Ensuring access to sufficient financial resources for your heirs, wherever they are located.

In the longer term, having a single point of contact will bring you the benefits of KPMG, including our capacity to monitor tax, legal and regulatory developments around the world and to anticipate changes.

Your key contacts

We gladly remain at your disposal to answer any questions you may have.

Portait of Hugues Salomé
Hugues Salomé

Partner, Head of Private Clients

KPMG Switzerland

Philipp Zünd
Philipp Zünd

Partner, Private Clients Tax

KPMG Switzerland

Rinaldo Neff
Rinaldo Neff

Director, Private Clients Tax

KPMG Switzerland

Related services

Our Private Clients team has multidisciplinary expertise across tax, legal, cyber and advisory.

Wealth structuring

We draw on our extensive experience and expertise to create sustainable structures and appropriate governance for your assets.

Cross-border relocation

We work for – and with – you to assess the risks, opportunities and implications of relocating your residence across borders.

Global compliance

Applying a coordinated approach across relevant jurisdictions, we support you in meeting your tax obligations – in full and on time.

Philantrophy

From philanthropic vision to the realization – we support you strategically and practically so that you can do good things even better.