Succession Planning in Lausanne
Organise the transfer of your wealth in Lausanne and Vaud with confidence.
Passing on wealth under Swiss law takes foresight: forced-heirship rules, a will or succession pact, matrimonial regime and often the transfer of a property or a business. In Lausanne, we help families structure that transmission, prepare the necessary documents and avoid conflict among heirs.
What we handle in Lausanne
Analysis of your family and wealth situation, coordinated drafting of a will or succession pact with your notary, tax planning of the transfer, and alignment with your wealth management and pension.
Frequently asked questions
When should I plan my succession?
The earlier the better: early planning offers more options and reduces the risk of disputes among heirs.
Do you work with Vaud notaries?
Yes. We coordinate the strategy with your notary for drafting the deeds.
Want to discuss your situation in Lausanne?
Book a Free One-Hour Consultation