Press Release

Succession planning should not be neglected


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.

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© 2019 Marcuard Family Office Ltd.

Welcome, Marcuard Family Office is an independent Multi-Client Family Office in Switzerland. Established in 1998, it is specially designed in order to provide families that have complex ownership and asset structures with comprehensive advice which goes beyond traditional asset management. We greatly value the trust of selected family relationships with roots in Switzerland and all over the world. For them we provide a broad range of family office services and invest on their behalf in the worldwide financial markets.