Private Clients and Succession Planning | KPMG | CH

Private Clients and Succession Planning

Private Clients and Succession Planning

Our team recognizes the individual characteristics of personal affairs.

Our team recognizes the individual characteristics of personal affairs.

Our private clients’ team offers you relocation solutions tailored to your needs. In addition, it maintains your wealth structures in a compliant manner in a world tending towards tax transparency. We assist both businesses and private persons in structuring and safeguarding assets in the case of succession.

The classic instruments for regulating successions are wills, agreements and marriage contracts. These instruments must be supplemented or replaced by other measures to safeguard the transfer of assets to the next generation – this can include heirs, management, a partner pool or even industrial or financial investors. It’s also possible to transfer to a foundation.

Close collaboration with our tax colleagues is a must for our private clients’ team.

KPMG's expertise:

  • Legal advise on inheritance planning
  • Succession planning
  • Charitable foundations
  • Trusts and family foundations
  • Transactions involving airplanes, yachts, artwork
  • Individual tax advising

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