Estate Planning

Preparing the organization and the transmission of an important estate is a complex matter, which can sometimes generate some apprehension.

Banque Cramer is a bank with family values and you can trust our internal expertise, as well as our external resources, in this area. Prudent wealth planning allows you to anticipate any problems that may arise and to develop solutions that will ensure, when the time comes, a fair and fluid distribution

Succession matters are an important and complex subject, always mixing the emotional with the rational.

The relationship that is created between the banker and his/her client is often influenced by this important subject. The matter sometimes goes beyond the financial field and the personal experience of the banker, or his “friendly” advice, will add to the advice of the specialist.

Banque Cramer will be by your side before, during and after this important moment.

Our bank works with a network of external representatives specialised in Swiss and international tax expertise. They can inform you about your tax burden both in Switzerland and abroad, and help you to insure that your overall wealth management is built upon an efficient tax planning.

We can provide you with a tax statement and help you estimate the tax impact of any potential transaction, whether it is an investment, asset purchase, or a change of domicile.