Structuring
Succession Planning
Fiduciary Services
For every person there comes a time when they are faced with the question of their own estate – whether within the family or the company. The transfer of one’s own lifetime’s work is therefore an extremely important step, which really should be planned in a considered and structured manner. Long-term succession planning by means of suitable instruments (trusts, foundations, insurance products) opens up numerous possibilities for a well-ordered transfer of assets to your successors:

  • Maintenance and safeguarding of lifetime’s work
  • Long-term asset planning across generations
  • Preservation of intentions beyond death
  • Responsibility for future generations
  • Guarantee of education and upbringing
  • Non-profit making dedication of assets

 

First Advisory Group has established its own Governance Code in order to ensure the best-possible administration of foundations.

Foundation Governance Code (Version dated: July 2018)

 

The Division Managers will be pleased to have a personal discussion with you.


Office Vaduz

Mr. Thomas Haas

Telephone: +423 236 34 42 

Email: 

Languages: German, French,
English

 

Mr. Stephan Kaufmann

Telephone: +423 236 36 70
Email: 

Languages: German, English

  

     

Office Zurich 

Mr. Peter Grüter

Telephone: +41 44 283 67 70
Email: 

Languages: German, English, French, 
Spanish
 

Office Geneva

Mr. Peter Grüter

Telephone: +41 22 319 37 90
Email: 

Languages: German, English, French, 
Spanish
     
Office Singapore

Mr. Philipp Schmid

Telephone: +65 6576 09 92
Email: 

Languages: German, English

 

Office Hong Kong

Ms. Sandy Chen

Telephone: +852 2537 9478
Email: 

Languages: Chinese, English