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Succession planning

We help structure wealth for succession purposes

We implement our clients’ wishes
Succession planning

UFG WM provides assistance in various aspects of wealth succession. We help to establish the rules for asset allocation among the successors, to choose the best and safest option for the transfer of assets, to prepare the successors for the future management of business and family assets.

For the continuation of the business and important projects by the successors of the owner of the capital, we:
assist in defining the private client’s objectives, perform due diligence on the assets, analyze the legal and tax consequences of different options and legal enforceability of such wishes
prepare a wealth succession plan for the transfer of assets and business to family members, business partners and third parties
guide family members through the inheritance process
Advising heirs

We prepare all necessary documents, guide successors at every stage, and educate heirs on the legal, tax and financial aspects of wealth management

Our goal is to preserve and grow family wealth across generations

Ranked No.1 in the Succession Planning and Trusts category by Euromoney magazine in 2019

We develop the appropriate structure for the transfer of wealth

We keep all information about intra-family wealth transfers strictly confidential

We support the family during difficult times

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We guarantee an individual approach and the best expertise

Succession planningSuccession planning
Learn more about our expertise