Dr.Peter Stocker, Head Tax, Legal & Compliance, Marcuard Family Office
Succession planning is a very important element of a comprehensive wealth management approach. In spite of the sometime unpleasant or even painful nature, any diligent wealth management advisor has to timely address this topic with its clients.
Concerning succession planning, the following key requirements and key questions have to be addressed and answered, independent of residency or nationality of an individual.
