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ESTATE PLANNING STRATEGY

If you saw one single family office, you saw one is a well-coined industry phrase and one that we agree with. After all, each setting is individual and should cater to the familyu2019s unique and specific needs.

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ESTATE PLANNING STRATEGY

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  1. CREATING AN ESTATE PLANNING STRATEGY: KEY STEPS ESSENTIAL STEPS TO CREATING AN ESTATE PLAN THAT ENSURES YOUR ASSETS ARE DISTRIBUTED ACCORDING TO YOUR WISHES AND PROTECTS YOUR FAMILY'S FUTURE. www.centrolaw.ch

  2. WHERE TO START 1 3 Assess your wealth and make an inventory. Align options with present and future wealth planning goals. 2 4 Consider available wealth structuring options for specific asset classes. Identify potential threats to your wealth during and after your lifetime.

  3. THE TARGET Creating a comprehensive framework for wealth preservation and transfer. Utilizing specific arrangements and vehicles such as trusts, foundations, and life insurance policies. Diversifying estate planning approaches for optimal results.

  4. FAMILY INVOLVEMENT Engaging your family members in the estate planning process will ensure awareness and alignment of goals. This will build the basis for generational wealth transfer and preservation.

  5. LONG-TERM PLANNING Start early with estate planning. Conduct an ongoing wealth planning analysis. Regularly review and adjust the plan.

  6. LEGAL AND TAX Understanding the legal and tax implications of estate planning arrangements. Ensuring compliance with local and international laws. Considering tax liabilities for beneficiaries.

  7. CHARITABLE GIVING You can incorporate charitable goals into your estate plan. Trusts or foundations are ideal vehicles for charitable giving and aligning philanthropy with your values and legacy. And you can even reduce the tax burden.

  8. WHAT ELSE SHOULD YOU CONSIDER? The impact of family dynamics Tight liquidity situations Business succession planning International scenarios Political and economic risks www.centrolaw.ch

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