Wealth Planning determines the asset strategy over life cycles and generations. Finanz Konzept helps you to plan for the long term, with the purpose of structuring your assets in such a way that it will be preserved in the long term. It is also determined at an early stage, how the assets will be distributed in the future. In an environment of constant change, desires and goals can change, just like life itself. Finanz Konzept supports you in your Wealth Planning decisions, and competently advises you on all matters connected with your wishes and goals, as well as asset transfer considerations.
Life cycle analysis & financial planning
Positioning in the current life cycle and forecasting of asset development using financial planning. Determining the next stages in the life cycle and early preparation and restructuring for the next stages of life.
Succession & Inheritance Planning
Securing the succession of senior management positions. Identification and introduction of potential company successors. Establishment of notarized and legally certified wills and determination of executors and establishment of executor certificates and precautionary mandate.
Defining and determining the next generation’s participation. Concept for the transfer of assets and investments to future generations.
Establishment of successor structures
Support, development and mentoring in the creation of suitable successor structures in connection to the transfer of assets. Possible Successor Structures: Trust, foundation, onshore fund structures, offshore fund structures, consolidation and holding companies.
Strategic Philanthropy & Administration
Establishment and administration of philanthropic foundations with a long term focus as well as positioning, appearance and purpose-organising
of charitable institutions. Control of the funds use. Project development, monitoring, impact monitoring and reporting of charitable organisations. Corporate philanthropy and impact investing.
Protection & Risk management
Determining suitable products and solutions for securing assets. Various insurance solutions as well as suitable legal structures regarding protection against unforeseen events.
Data management & Data Storage
Physical storage of contracts and valuables in high security safes in Switzerland. Secure digital storage of all private data and passwords as well as remote access to private data at any time and the best possible security (cloud storage). Prevention solutions against data and identity theft.