Our expertise

Succession

Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.

Our approach

We prepare your estate in advance: will, inheritance agreements, compulsory shares and inheritance taxes, in Switzerland and abroad. Your wishes are respected, your loved ones are protected and the estate is divided without conflict.

Scope and expertise

Inventory of assets and simulation of the succession

To know each person’s share and the taxes due.

Reserved portions and disposable portion, under the law in force since 2023

What you can freely allocate.

Will, inheritance contract and marriage contract, with the notary

Prepared with your notary.

Inheritance taxes

Rates and exemptions by canton.

Successions between Switzerland and France

Since 2015, no treaty has governed them; double taxation must be prepared for in advance.

Opened succession

Inventory, estate declaration, distribution, last tax return of the deceased.

Transfer of a family business

See our dedicated service →

Our approach

We prepare your estate in advance: will, inheritance agreements, compulsory shares and inheritance taxes, in Switzerland and abroad. Your wishes are respected, your loved ones are protected and the estate is divided without conflict.

Engagement

Speak with an expert

First meeting free of charge. Offices in Geneva and Paris, or by video conference.

In the same area

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