Large personal asset portfolios necessitate structuring solutions that are customized and sustainable from the legal and fiscal perspectives. Such structuring measures facilitate efficient monitoring and management of all assets.

Often in the role of a “general contractor”, swisspartners develops individual, transparent and sustainably promising solutions in cooperation with the client’s advisors and lawyers as well as experts within the swisspartners network.

Your advantages from structuring assets

Coordination and consolidation of disparate privately held assets, even if members of the family permanently reside in a location other than the “family domicile”, via:

• Insurance solutions
  Planning and implementation of insurance solutions to optimize income and inheritance tax.

• Holding structures
  Establishment, organization, and management of companies, trusts and foundations.

• Trustees
  Asset and successor planning, both inside and outside of the estate. Fiduciary safekeeping of all types of assets, specializing in complex structures.

• Tax advice
  Legal and tax advice. Knowledge and conservative interpretation of taxation and legal framework conditions in the core markets. Consideration of the supervisory regulations (compliance) in the relevant jurisdictions. International tax optimization.

• Change of domicile
  Domicile change advice focusing on estate and tax optimization across all assets.