Family governance | Transfer of family business | Structuring the business | Family charter | Information and influence of family members | Control and finance of family assets | Estate planning | Inheritance tax | Foundations | Trusts | Family properties | Core family values | Family disputes | Matrimonial law | Emigration and immigration | Wealth protection | Will and living will | Family meetings | Philanthropy | Education of family members | Pre-marital and post-marital agreements | Real properties
Articles
“Operation Bridge”: Checklist for protecting your family and wealth
How to best protect your wealth? Safety of families and their wealth is of paramount importance. To best protect that you can and should take care. To know that all is well we have made a wealth and family protection checklist. When you are forced to stay at home we...
Why To Incorporate Philanthropic Giving Into Your Estate Plan?
Philanthropic giving can reduce the percentage of Inheritance Tax that must be paid on the estate and is therefore an important part of estate planning. There are many reasons why the inclusion of philanthropic giving into an estate plan can create financial...
Can I Create A Trust Under Swiss Law?
Switzerland does not have a law relating to trusts. However, it ratified the Hague Convention regarding trusts and agreed therefore to recognise trusts that are created in accordance to the convention. Switzerland, as a civil law country, does not have a law relating...
Estate Planning for Digital Assets
“What happens to one's digital assets upon death? A brief summary of the rules in the U.S.A. that determine how much of our digital information is available to our fiduciaries upon death.” WHILE TECHNOLOGY is constantly advancing in an attempt to improve our lives, a...
May foreigners acquire real estate in Switzerland?
The “Federal Act on Acquisition of Real estate by Persons living abroad” restricts the acquisition of real estate in Switzerland by foreigners. The acquisition of real estate by persons abroad is restricted by the Federal Act on the Acquisition of Real estate by...
Succession in Switzerland – Last Will
The order of succession in Switzerland is determined by the Swiss Civil Code. According to the general provisions of the Swiss International Private Law Act, Swiss courts or administrative authorities at the decedent’s last domicile shall have jurisdiction over...
How to deal with the family business, finances and disputes?
1. Family Business Management 1.1 Sound Management A Family business is the pillar of Family assets. A special attention should be given to it in a Family Charter. Who manages the Family Business? Family members and/or others? They may be assisted by consultants and...
How is a family Charter drafted? Can it be amended?
Drafting a Family CharterThe drafting of a Family Charter is not a difficult task, as long as its author is fully aware of what to provide in it.The best Family Charters are those that the largest number possible of Family members contributes to. Participating in the...
Introduction to basic family charters
There are some frequent questions that are raised by researchers when looking into a specific matter. Some of them seem to have obvious answers when, more frequently than not, this is not the case. 1. What is a Family? A Family is a group of individuals...
Charter for high net worth families. What for? And what are its contents?
A Family Charter should not be looked at as a piece of literature to work on, perfect and store in a drawer. It has a specific use and it should address a minimum of critical and important matters of concern to the Family. 1- What is the Role of a Family Charter? (a)...
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