The heartfelt 4-module workshop for the structured handover of your Swiss premium real estate to the next generation. Tax-optimal, legally clean, family-stable.
Holistic recording of the property portfolio — location, value, structure, ESG profile — as the basis of all further steps.
Tax-optimal forms of transfer — donation, advance inheritance, usufruct, Inheritance tax optimization canton-specific.
Written values and strategy charter of the family as a basis for governance for the NextGen generation.
Concrete roadmap plan with milestones, responsibilities, timing and Notary coordination for effective handover.
Personal consultation with Andre Beherzig. Confidential and non-binding, 45 minutes by phone, video or at an individually agreed location.