Accept, pass on and understand your heritage. Without stress, without conflict.
No matter whether you are inheriting or planning to bequeath: We make the process transparent and human.
More than just a duty when it comes to Inheritance
Inheritance is more than a disposition - it is responsibility. Without regulation, others decide. And if you inherit yourself, you should know how to handle it wisely. Financial planning helps to avoid inheritance disputes, tax burdens or poor investment decisions.
Why is the topic important
What you need to look out for
Is there a will or an inheritance contract?
Are compulsory portions known and taken into account?
How do you invest an inheritance wisely?
of Swiss people don't make any arrangements - until it's too late. Without a living will and advance directive, the decision is left to chance. Those who postpone responsibility risk disputes and uncertainty.
What we do for you
We help you to arrange your inheritance - or to use an inheritance correctly.
Analysis of your inheritance and asset structure
Planning advance inheritances and gifts
Investment proposal and implementation for inheritances
Analysis of your inheritance and asset structure
Planning advance inheritances and gifts
Investment proposal and implementation for inheritances
Your contact person
Nobody likes to talk about death or responsibility. But that's exactly why a clean arrangement is a gift to the family.
Philippe Muntwyler
Accept, pass on and understand your heritage. Without stress, without conflict.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
