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Inheritance arrangements: advance planning is essential

No one likes to think about planning for their death while they are still enjoying the best years of their lives. Experience shows, however, that when it comes to inheritance planning it is worth tackling potential problems as early as possible.

Our specialists are on hand to give you the benefit of their vast experience and expertise acquired over the years. Consulting an expert is always a good idea. They can produce a comprehensive overview of your current situation and look at inheritance planning issues while considering other important aspects, such as tax, pensions and investments.

Our range of services

We offer advice in all the relevant aspects of inheritance planning:

Who benefits from our skills?

We offer inheritance planning services to clients domiciled in Switzerland who want to make responsible arrangements for their estates well in advance, particularly so as to avoid conflicts between heirs later on.

Personal advice and support

Our experienced specialists help you to implement your personal inheritance arrangements. We analyse your personal situation and explain the opportunities available under law. With mandates to act as your executor, we ensure that your last will and testament is efficiently executed by us as an independent and neutral party. Where charged with the distribution of your estate, we offer your heirs our competent but discreet support and expertise.

Contact
Adrian Flück

PBBS Wealth Management
+41 61 277 7136