Responsible estate planning
Careful estate planning is in your and your family’s best interests and allows for a less stressful transition of your family wealth to children, grandchildren, and other dependents.
You spend a lifetime building a legacy. To protect it, we leverage our network to develop an estate and tax planning strategy to ensure you pass on your wealth to future generations and allow your loved ones to inherit in the most tax-efficient way. We will help you benefit from the range of exemptions on offer by implementing the best combination to deliver the outcome that works best for you.
What we offer
Identifying the best structures to preserve your wealth
Our team of strategic international tax and fiduciary advisors considers your specific needs and leverages its vast network worldwide to provide top international advice and holistic, cross-generational solutions.
Helping you navigate tax complexities
Whether it’s minimising your income tax to keeping an eye on any capital gains, we help to plan your investments purposefully by leveraging our vast global network of specialists. This ensures that you can make the most of your assets and have more control over what happens to your wealth when you are gone.
It all starts with a conversation
Statutory information: Our Swiss regulator
Investec Bank (Switzerland) AG is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA). Registered at Bahnhofstrasse 75, CH-8001 Zurich, Switzerland.
Contact details for FINMA:
Swiss Financial Market Supervisory Authority (FINMA)
Laupenstrasse 27
CH-3003 Bern
Switzerland