Inheritance & Succession

Switzerland’s inheritance and estate laws can be challenging to navigate, especially for expatriates with assets in multiple countries.

At Private Client Consultancy Switzerland, we offer expert succession planning that respects both local Swiss law and international considerations.

Whether you’re drafting a will, structuring your estate, or preparing for intergenerational wealth transfer, our team helps you mitigate tax exposure and ensure a smooth transition of assets. We consider Swiss forced heirship rules, cantonal tax variations, and the use of insurance or trust-based planning to protect your beneficiaries.

We also guide you on cross-border inheritance implications, EU succession regulations (Brussels IV), and the practical steps required to avoid delays and disputes.

Let us help you create a legacy that lasts.