Succession Planning in Lugano
Organise the transfer of your wealth in Lugano with confidence, including across Switzerland and Italy.
Passing on wealth takes foresight: forced-heirship rules, a will or succession pact, matrimonial regime and, in Lugano, often a cross-border dimension with Italy. We help families structure the transfer, prepare the necessary documents and prevent conflict among heirs, coordinating Swiss law with Italian implications.
What we handle in Lugano
Analysis of your family and wealth situation, coordinated drafting of a will or succession pact with your notary, tax planning of the transfer, and cross-border situations with Italy.
Frequently asked questions
Do you handle cross-border succession with Italy?
Yes. We coordinate Swiss law with the Italian tax and legal implications of the transfer.
When should I plan my succession?
The earlier the better: early planning offers more options and reduces the risk of disputes among heirs.
Want to discuss your situation in Lugano?
Book a Free One-Hour Consultation