Private Client Services - Overview

Whether you are a young entrepreneur embarking on your career, have been involved in your business for the past twenty years or plan on retiring in the near future, at Seeger & Seeger Treuunternehmen, we can help you plan the next steps.  At each stage we help you tackle the differing financial obligations, legal requirements and other events that you encouter.

Seeger & Seeger Treuunternehmen offers comprehensive family office solutions that are tailored to meet your individual goals and needs.  We can help you establish suitable long-term structures, which will assist in safeguarding your family's wealth and traditions for generations to come.

 1.   Family

• Drafting marital contracts and inheritance agreements
• Preparing purchase, rental, loan and property contracts
• Obtaining work and residence permits
• Advising on international, public and private schools in Switzerland, the United Kingdom and the United States of America
• Establishing family foundations
• Carrying out family mediation

 2.   Asset Optimization

• Establishing a long-term strategy for your tax planning and asset management
• Surveying and analyzing bank and financial instruments
• Defining and implementing an integrated investment strategy
• Selecting banks and negotiating with them
• Asset structuring by means of suitable vehicles such as trusts, foundations and companies.
• Monitoring, recording and consolidating asset performance, keeping accounts and producing regular reports

 3.   Succession Planning and Retirement

• Carrying out succession arrangements and estate planning
• Designing and implementing retirement plans and insurance solutions
• Executing a will and carrying out fiduciary functions
• Succession planning in family businesses
• Establishing charitable trusts and foundations in arts and philanthropy