Services

Estate planning and
asset structuring

Together with our associated law firm Schurti Partners Attorneys at Law Ltd, we advise you and your family on all matters relating to asset protection, asset structuring and asset planning.

In cross-border situations, for example where assets are located in multiple jurisdictions or family members reside in different countries, forward-looking structuring and planning are particularly important. In order to avoid estate proceedings lasting several years, in some cases even decades, in different jurisdictions, asset structuring through trusts, foundations and similar legal structures is often essential. Asset structuring through foundations, trusts and similar legal structures can also be advantageous for asset protection reasons and for tax planning considerations.

We work closely with tax advisors, auditors and legal advisors in all jurisdictions relevant to the individual case in order to ensure that the structures established for our clients are optimally designed from all relevant perspectives. In doing so, we can rely on a network built over more than 35 years.

Services

  • Asset structuring

  • Estate planning

  • Asset protection

Our experts

Estate planning and asset structuring

Urs
Hanselmann

Director, Certified accountant

Estate planning and asset structuring

Robert
Burke

Mandate Manager

Estate planning and asset structuring

Simon
Ott

Director

Estate planning and asset structuring

Moritz
Blasy

Director

Estate planning and asset structuring

Simon
Oberhofer

Chief Tax and Accounting

Estate planning and asset structuring

Andreas
Schurti

Director

Estate planning and asset structuring

Nicolai
Binkert

Director

Where cross-generational thinking meets legal expertise – the foundation of our consulting services.