Vermögensorganisation

How can you organize your assets profitably?

With business succession or retirement, income and assets change. Measures should be considered and planned from the age of 50.

With a view to business succession or retirement, the income and asset situation changes. How do I keep an overview?

It is advisable to analyze the financial situation for the third stage of life at an early stage and to plan as far as possible. A pension analysis and pension and liquidity planning can provide important insights and security.

How can I authorize a third party to manage my assets in the event of my incapacity to act?

This is done by first drawing up an advance care directive and appointing a representative for asset management, who then becomes responsible for asset management in the event of permanent incapacity.

Does it make sense to restructure any assets before death?

Yes, in certain constellations it can be very advisable to structure the assets in such a way that there is as little potential for conflict as possible in the subsequent division under inheritance law. Among other things, this involves ensuring that ongoing tasks (e.g. property maintenance) and any division or equalization issues between the heirs are taken care of.

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Michèle Vogel

Senior Consultant Private and Occupational Provision, Financial Planning Advisory, Payroll and Personnel Administration

Swiss Certified Social Insurance Expert