Succession & Estate Planning in Geneva
Pass on your wealth smoothly, securely and on your terms.
Thoughtful succession planning protects both your wealth and your family. We help you organise the transmission of your estate under Swiss law, anticipate problems before they arise, and avoid the disputes among heirs that a lack of planning so often causes.
Swiss inheritance law sets out forced-heirship shares that limit how freely you can dispose of your estate, and the rules interact with your matrimonial regime, your pension and any property you hold. We map all of this, then put the right instruments — a will, a marriage contract or a succession pact — in place with your notary.
Provided by Domony Fiduciaire et Régie Ltd, part of the Sussland Group of Companies.
What we offer
Succession planning
A structured process to optimise the transmission of wealth, prevent foreseeable problems and avoid conflict between heirs.
Legal documents
Preparation of all the legal documents required for a smooth and secure succession.
Coordination with tax and real estate
Succession structured in coordination with your tax position and any property holdings.
Cross-border estates
Guidance where heirs, assets or domicile span more than one country.
Frequently asked questions
Why plan a succession in advance?
Early planning lets you optimise how wealth is transmitted, prevent foreseeable legal and tax problems, and avoid the conflicts between heirs that arise when no plan exists.
Do you prepare the legal documents?
Yes. We prepare all the legal documents needed for a smooth and secure succession, coordinated with your overall wealth structure.
What happens if I die without a will in Switzerland?
Your estate is divided according to the statutory order of heirs, which may not reflect your wishes. A will or succession pact lets you direct the freely disposable portion and reduce the risk of disputes.
Can you help with a cross-border inheritance?
Yes. Where heirs, assets or your domicile span more than one country, we coordinate Swiss law with the foreign tax and legal implications so the transfer is handled correctly.
Have a question about this service?
Book a Free One-Hour ConsultationExplore our other services