Providing counselling for wealthy clients requires legal and psychological insight in order to find the most appropriate solutions for the family in question.

In addition to finding sustainable tax and fiscal solutions, it is essential to establish and maintain a high degree of trust and confidentiality between counsellor and client.

Bachmann/Partners provides counselling in the following areas, among others:

• Wealth planning during life and inheritance
• Distribution of inheritance and gifts, separation clauses and sequestration
• Tax optimisation
• Succession planning and capitalisation of passive estates
• Valuation of assets and companies
• Establishment of funds
• Wills and succession