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Self-determination by means of Advance Directive and Estate Planning

Have you already ensured that your right to self-determination is guaranteed even in the event of incapacity to judge?

At swisspartners, we are very much concerned about all the various aspects of our clients’ financial life, and this is why we are set on providing them with a range of advisory services that is truly comprehensive. Looking only at an example of a pension plan, one realises that one crucial aspect of the contract is securing the client’s interest beyond his or her spouse’s death. Also, complex tax issues seem to be one’s life-long companion. Let’s take, for instance, the case of a piece of real estate which is sold, passed on to an offspring or only its usage changed; All these circumstances have both a direct and an indirect impact on all the parties involved. This is to name only a few examples where a variety of issues need to be considered, analysed and their consequences properly assessed.

Within the concept of a one-stop-shop, we at swisspartners are in a position to offer to our clients a comprehensive range of services beginning with advisory, through implementation to continued long-term support. As one of the very few financial services providers, we are proud to be able to operate free of any conflict of interest.

At swisspartners, we regard the self-determination of each and every individual person as one of the major constituent principles in our relations with clients. With the dissolution of the Guardianship Authorities and the establishment of the Child and Adult Protection Authority (abbreviated as KESB) as of 31 January, 2013, there have been a lot of discussions and numerous publications surrounding this topic. It is our objective here to raise your awareness of the background and the guiding principles of the available plans as well as to present to you several practical examples in order to make sure that your right to self-determination is both well understood and guaranteed.

Have we encouraged your curiosity? If so, please contact your partners in charge for a free and non-binding appointment:

Nathalie Schlösser, Legal Consultant
+41 58 200 0 480
nathalie.schloesser@swisspartners.com

Konstantin Wyser, Partner
+41 58 200 0 628
konstantin.wyser@swisspartners.com

The new Partner at swisspartners: Konstantin Wyser

swisspartners is happy to present to you our new Partner, Konstantin Wyser. He brings twenty years of experience in the financial sector of which fifteen are in the area of comprehensive advisory services and their implementation. He acquired his profound expertise while working for the leading financial services providers in Switzerland, including eminent banks.

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