Succession planning

Succession planning is a complicated business, where your own personal wishes are just as important as the legal and tax-related issues. Dealing with such issues at an early stage gives you a lot more options to play around with. St.Galler Kantonalbank can advise in all issues concerning succession planning.

Your situation

Are you wondering how best to plan and transfer your estate? Are you thinking about how to plan succession in your company at an early stage? Do you want to know how an international corporate structure could affect these plans? Do you want to secure your loved ones' future and find out how to deal with forced shares? Do you want to draw up a will and learn about what has to be included? Are you unsure of how all the individual aspects of estate planning work together?

Our solution

Estate planning needs to be started in good time if the deceased's last wishes are to be carried through. We can help by taking stock of your wealth and income situation and approaching the situation from the point of view of inheritance law and estate tax. If necessary, we can include issues of corporate succession and formulate a complete succession strategy across the generations. We can help make sure your wishes are carried through, even after your death. Matrimonial property law and inheritance law offer considerable scope for you to protect your loved ones and safeguard their future with an inheritance. We coordinate all the various measures that need to be put in place to make this possible.