Succession planning

Securing your life's work and the financial security of your future.

Your benefits at a glance

  • Determining your business succession and deciding on your private finances in a manner beneficial to you
  • Comprehensive view of your situation in order to achieve an individual solution
  • Access to the know-how of our experts

Future planning for you and your company

We know that planning your personal succession in the company can be associated with emotional and difficult decisions. With succession planning, we pursue the goal of regulating operational succession in your interest and aligning your private finances optimally to your future personal needs.

 

Since succession processes are often very complex and can extend over several years, we recommend that you plan as early as possible. This enables you to clarify questions regarding financing, the legal situation, taxes, the inheritance situation, family circumstances, etc. Our experts are at your side.

 

In addition to succession planning in the event of retirement, it is particularly important to have emergency succession planning in place so that you can react immediately in the event of an unforeseen event.