Listening – Reflection – Action
The handling and administration of an inherited, dormant Swiss bank account requires an in-depth understanding of the facts of the case.
Personal and bank-specific details are just as important as tax and legal issues.
In the case of joint inheritance – whether local or global – discussions and negotiations must be conducted to ensure consensus and the ability to act.
Let us meet you where you are.
Our services and expertise are highly individualized and enable us to meet your needs at every stage of settling or administering your estate. Our experts can explain any complicated issue to you in a simple and coherent manner. We create a roadmap that will guide you through the entire process and allows you to conclude the matter. Our network consists of active and former specialists in the areas of finance, law, taxation, information technology, public services as well as languages.
Our goal: To achieve a customized solution through careful planning based on years of experience to achieve the greatest possible success for our clients.
Listening
Our first step is to listen.
The first step is to start a conversation with you. Depending on your individual situation and the current state of research, our approach may vary in order to assess your specific situation to ensure success. Through attentive listening, we strive to develop a comprehensive understanding of the situation and your needs.
Reflection
Once we have agreed upon the necessary steps, we work with you to develop a tailored concept. This takes into account both the current state of affairs and the hurdles still to be overcome, and provides a clear roadmap for how to resolve the situation.
Action
Our measures are not only tailored precisely to your needs, but are also continuously adapted to changing circumstances. Through forward-looking planning and regular reviews, we ensure that our strategy remains feasible and effective.