Dear client and business partner
We hope you are well, safe and in good health.
The Covid-19 virus has been and is keeping all of us busy. We have taken precaution measures wherever needed to live up to our responsibilities towards our employees, our clients and our business.
We follow the Swiss and Liechtenstein government recommendations and bans, we closely monitor international developments and we implement our own additional measures. Of course our policies include serious hygiene measures, education and social distancing.
The more severe contingency planning include splitting client teams to different locations and home office work. Travel meetings with clients and third parties are currently suspended. At this point, these measures remain in place until further notice and we ask everyone for their understanding.
We have advanced technology in place in our group of companies and are able to offer video conferencing which we can also connect to handphones or tablets. Please contact your Trust Advisor or info@kaiserpartner.com to set up such a video-conference if required.
We ask you for your understanding in case you should experience any delays from our side.
Special times require special measures. Thank you for your understanding. Please rest assured that we do everything possible to keep operations safe and running and to accomplish a positive client experience.
With our best wishes and regards
Kaiser Partner Trust Services Anstalt Kaiser Partner (Schweiz) AG
Möchten Sie mehr über nachhaltiges Investieren erfahren? Dann zögern Sie nicht, sich für weitere Informationen per pb@kaiserpartner.com und +423 237 83 21 an unser Private Banking Team zu wenden.
We are gladly available on video call – especially in these extraordinary times. Just send us a short email so that we can set up a video call.
We are gladly available on video call – especially in these extraordinary times. Just send us a short email so that we can set up a video call.
Create certainty with good planning and strategy
Is it trepidation or the busy hustle and bustle of everyday life that stops us thinking about our own mortality? Few people find it easy to address the issue of inheritance planning; and telling other people about it is an additional challenge. Of course, we hope that the moment of inheritance is still a long way off, but there are good reasons why you, as a wealthy person, should address the topic now.
There is no absolute legal requirement to put inheritance arrangements in place, and every country has its own statutory arrangements. If the deceased hasn’t given any other instructions, these statutory rules will apply by default. So, can you just sit back and relax? Not a good idea. Despite, or perhaps because of, the law, inheritance issues have caused serious legal and personal disputes in many families. Such disputes can divide a family and even pose a real threat to wealth preservation. Which is why we tell entrepreneurs and families that if they don’t want to leave things to the courts, and if they want to ensure their family stays together, they should tackle the subject of inheritance sooner rather than later.
Equities, real estate, shareholdings, art, classic cars – how much does the structure of your wealth effect the way it’s passed on to future generations? Our experts can advise you, help pinpoint where the risks lie, and assist with the specifics of restructuring. They will find the right mix to facilitate a smooth inheritance process that matches your ideas and values.
More information on structuring wealth.
Living in a complex world or in a world full of opportunities? The answer depends on the standpoint. With our blog Perspectives and our Insights series, we present the topic of wealth from intriguing perspectives.
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