Switzerland

Succession Planning / Private Clients 

The classic instruments for regulating successions are wills, succession agreements and marriage contracts. These instruments must be supplemented or replaced by other measures to safeguard the transfer of assets to the next generation.

Succession planning is a process and must be started early in order to satisfy personal expectations over the long-term.

The next generation can be heirs, management, a partner pool or even industrial or financial investors. It is also possible to transfer to a foundation.

KPMG's Legal assists both businesses and private persons in structuring their assets. We provide clear-sighted and wide-ranging advice, right through from defining the succession strategy to final implementation.

 

Our strengths:

 

Our services:

 

Legal advising

  • Inheritance planning, testamentary dispositions, formulation of inheritance agreements

 

Succession planning

  • Execution of wills
  • Charitable foundations
  • Trusts and family foundations
  • Business law advice
  • Advice on the acquisition and sale of businesses

Transactions involving airplanes, yachts, artwork

  • Assistance on transfer of residence

Tax advising

  • Tax planning
  • Transfer of residence in Switzerland and abroad
  • Flat-rate tax regulations
  • Succession tax planning
  • Advice on third-party financing of investments
  • Advice on investments taking into account relevant foreign tax obligations

Other services

  • Escrow functions

Would you like to find out more? Please get in touch with our Contact Persons.

Nicole Willimann Vyskocil

Nicole Willimann Vyskocil

Partner, Legal

+41 58 249 50 20

Succession Planning

Teaser Succession Planning
Business succession planning is a challenging and complex process. It is not just a case of finding a sustainable solution for the company but also of providing the outgoing owner with a fresh start.

Lump-sum taxation in Switzerland

Teaser Image
Overview of the current situation regarding lump-sum taxation in Switzerland.