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